Job Description

Qualifications:

• Bachelor's Degree in Accounting, Finance, or any related field.
• At least 5–10 years of bookkeeping or accounting experience, preferably supporting multiple clients or business entities.
• Strong experience in full-cycle bookkeeping and accounting operations.
• Advanced proficiency in QuickBooks Online, including:
  • Chart of Accounts management
  • Bank feed automation and rule setup
  • Reconciliations and journal entries
  • Financial reporting and workflow management
• Strong understanding of bookkeeping principles, financial reporting, payroll, sales tax, and client account management.
• Proficient in Microsoft Excel and other accounting tools.
• Excellent organizational, analytical, and problem-solving skills.
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Excellent communication and collaboration skills.
• Experience supervising or mentoring junior accounting staff is preferred.

Responsibilities:

Bookkeeping and Accounting Operations:

• Manage day-to-day bookkeeping operations for multiple business clients.
• Review and maintain accurate general ledgers, journal entries, and financial records.
• Perform and review bank, credit card, and loan reconciliations.
• Oversee accounts payable, accounts receivable, payroll, and cash flow management.
• Prepare monthly, quarterly, and annual financial reports. Assist with month-end and year-end close processes.
• Identify and resolve bookkeeping discrepancies and cleanup issues.
• Support implementation and standardization of accounting processes and workflows.

QuickBooks Management:

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  Serve as the firm's primary resource and super user for QuickBooks Online.
• 
  Manage client file setup, chart of accounts design, and system cleanup.
• 
  Troubleshoot bookkeeping and QuickBooks system-related issues.
• 
  Train and support staff on QuickBooks best practices and efficiencies.
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  Assist with integrations between QuickBooks and third-party applications.

Team Leadership & Client Management:

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  Supervise and support bookkeeping staff and offshore resources.
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  Review work prepared by junior team members for accuracy and completeness.
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  Coordinate with clients and internal teams regarding accounting records, missing documents, and transaction clarifications.
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  Ensure timely completion of deliverables while maintaining high-quality standards.