Bookkeeper, QuickBooks Online Expert
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
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