Virtual Bookkeeper

  • Compensation: $40,000, plus perks and benefits.
  • Location: Virtual, US-based

Who we are

We are a boutique CPA firm that works virtually with small business owners all over the US to prepare tax returns, streamline bookkeeping systems, and provide general tax/bookkeeping consulting. As our client list has continued to grow, it’s necessary to build a team that will support the continued growth of our firm and our creative small business owner clientele.

We are seeking a bookkeeping professional to work with our firm full time. This is a great opportunity for those looking to make a real impact at a small firm. We offer unique benefits, like a flexible schedule and the ability to work from home 100% of the time.

Responsibilities

  • Reconcile accounts and provide clients with P&L report, balance sheet, and insight on the financial health of their business
  • Manage cash accounts and maintain a reliable cash flow projection process
  • Perform monthly and year-end close procedures
  • Meet all deadlines regarding bookkeeping projects
  • Clearly communicate directly (virtually via email, phone, or video chat) with clients, Partners, and team leader on a daily basis
  • All other duties as assigned

Requirements

  • Bachelor’s degree – Accounting focus preferred
  • Two or more years of experience with small business bookkeeping
  • Strong accounting software and Excel skills
  • Must be organized, meticulous, and detail-oriented
  • Ability to work increased hours from the last week of January – Tax Day
  • Ability to build a client relationship beyond the numbers. Our clients love us because we take the time to learn about them and we care about the success of their business.
  • Ability to break down complex accounting topics into easy to understand information and examples

Preferred

  • Certified Public Accountant
  • Enrolled Agent
  • QuickBooks ProAdvisor
  • Xero Advisor Certified

Expectations

  • Foster an environment of open, honest, and timely communication
  • Comfortable working in a remote and paperless environment
  • Strong problem-solving skills
  • QuickBooks experience required
  • WaveApps and Xero experience preferred
  • Ability to observe and understand business processes, ensuring complete and accurate documentation
  • An ability to work independently and as a member of a team

Team Member Benefits

  • Flexible schedule
  • Summer hours. We work extended hours during tax season so that we can enjoy extra days off during the summer.
  • Home office stipend to cover home office expenses
  • Professional development stipend to learn a new accounting skill or to fulfill your CPE requirements
  • Paid holidays and paid time off
  • View a more comprehensive list of our benefits here.


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Amy Northard, CPA

Amy
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