About Bookkeeper 360:
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.
We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.
About the role:
This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.
What you'll do:
- Prepare accurate, accrual-basis financial statements.
- Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts.
- Apply strong financial analysis to support data-driven decision-making.
- Manage multiple client onboarding projects across various industries.
- Follow structured project plans aligned with client needs and timelines.
- Deliver high-quality service that is both timely and within scope.
- Utilize cloud-based accounting platforms and integrated tools to streamline processes and drive results.
Gets you to the top of the list:
- 3–5 years of experience in GAAP-based accounting and financial reporting.
- Strong client communication skills and a passion for helping small businesses.
- Hands-on experience with QuickBooks Online and/or Xero.
- Industry exposure in e-commerce, product-based businesses, technology, real estate, or professional services.
- Consulting experience with multiple clients or projects at once.
- Familiarity with cloud-based accounting systems and app integrations.
- Bachelor’s degree in Accounting or a related field (required).
- Bonus: Experience in public accounting or working in a remote, tech-forward environment.
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