QBO Bookkeeper

1 Month ago • 3 Years + • Account Management • Finance • $14,400 PA - $18,000 PA

Job Summary

Job Description

This role requires managing the financial records for 8-15 clients using QuickBooks Online (QBO). Responsibilities include monthly reconciliations, generating financial statements, ensuring data accuracy, creating balance sheet entries, preparing monthly financial reports, and working with clients from various industries (professional services, consulting, restaurants, and retail). Experience with cash-basis accounting is crucial, and accrual accounting experience is a plus. The ideal candidate is a QBO expert with 3+ years of experience, proficient in financial statement preparation and data entry, and possesses excellent communication skills. The position offers a competitive salary, full-time hours, and a supportive work environment.
Must have:
  • 3+ years QBO experience
  • Monthly reconciliations & financial statements
  • Data accuracy & cleanup
  • Financial report preparation
  • Cash basis accounting expertise
Good to have:
  • QuickBooks ProAdvisor
  • Accrual accounting experience
  • Experience with diverse industries
  • Upfitting existing bookkeeping systems
Perks:
  • Competitive salary ($14400-$18000 annually)
  • Full-time position
  • Standard work schedule
  • Supportive work environment
  • Growth opportunities

Job Details

Description

The company is a tax resolution firm passionate about helping our clients navigate complex tax situations. With over 25 years of experience, they are recognized as one of the leading tax relief companies in the USA. The team is dedicated to delivering exceptional service and personalized solutions for every client.

Role Overview

We are seeking an experienced QuickBooks Online (QBO) expert to join the bookkeeping division. This role involves managing financial records for 8–15 clients, performing reconciliations, generating financial statements, and ensuring accurate bookkeeping practices.

Responsibilities

  • Manage the bookkeeping needs of 8-15 clients (growing to 10-15 at full capacity)
  • Perform monthly reconciliations and generate accurate financial statements
  • Ensure data accuracy by cleaning up general ledgers
  • Create and process balance sheet entries and adjusting journal entries
  • Prepare clear and concise monthly financial reports for each client
  • Work effectively with a mix of clients from professional services, consulting, restaurants, and retail
  • Understand the nuances of cash-basis accounting (experience with accrual accounting a plus)
  • Collaborate with the team to handle inter-company transactions

Requirements

  • 3+ years of expertly working with QuickBooks Online.
  • QuickBooks ProAdvisor is highly preferrable.
  • Excellent attention to detail and a knack for problem-solving
  • Experience with financial statement preparation (income statements, balance sheets)
  • Proficiency in data entry and spreadsheet software (Excel)
  • Clear and concise written and verbal communication skills in English (daily communication required)
  • Ability to work independently and manage multiple projects
  • Comfort collaborating within a team environment

Bonus Points for:

  • Experience upfitting existing bookkeeping systems
  • Familiarity with various industries (professional services, consulting, restaurants, retail)

Benefits

  • Competitive salary range: $1,200 - $1,500/month (with potential for higher based on experience)
  • Full-time (40 hours/week) position with a standard work schedule (9:00 AM - 5:00 PM ET)
  • Supportive and collaborative work environment
  • Opportunity for professional growth and development

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