Posted: Feb 4, 2026
Job Description: • Perform full-cycle bookkeeping for assigned clients using QuickBooks Online (QBO). • Maintain accurate and organized general ledgers. • Categorize and classify transactions in accordance with accounting best practices. • Reconcile bank, credit card, and loan accounts on a monthly basis. • Monitor bank feeds and ensure completeness and accuracy of transactions. • Identify and flag discrepancies, missing data, or unusual transactions for review. • Assist with month-end close activities and preparation of financials. • Prepare draft financial reports, including: o Profit & Loss (P&L) o Balance Sheet o Cash Flow statements. • Ensure all supporting documentation is complete and properly stored. • Upload finalized financials to ProConnect or other designated systems once approved. • Ensure monthly financials are completed and provided by the 15th business day of the month. • Support cleanup and catch-up bookkeeping projects as assigned. • Communicate client questions or issues promptly to the Senior Bookkeeper or Controller. • Maintain professional, timely, and clear communication standards. • Document all client communications, tasks, and notes in HubSpot to ensure continuity. • Support client onboarding by assisting with data collection and system setup. • Follow all established Standard Operating Procedures (SOPs). • Meet internal service-level expectations and monthly deadlines. • Participate in quality control and feedback processes. • Support continuous improvement initiatives by identifying process inefficiencies. • Collaborate with team members to maintain consistency and accuracy across accounts. Requirements: • Minimum of 5 years of hands-on experience using QuickBooks Online (QBO). • Strong understanding of bookkeeping principles and general ledger accounting. • Proven experience with: o Bank and credit card reconciliations o Transaction categorization o Month-end close processes • Cash & Accrual basis accounting. • High attention to detail and accuracy. • Strong organizational and time-management skills. • Ability to follow documented processes and meet deadlines. • Comfortable working in a fast-paced, client-service environment. • Experience working in a public accounting or outsourced bookkeeping environment (preferred). • Familiarity with HubSpot or similar CRM platforms (preferred). • Exposure to cleanup or catch-up bookkeeping projects (preferred). • Experience supporting multiple clients simultaneously (preferred). Benefits: • 35 paid hours per week or more • Fixed Schedule Apply tot his job
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