doola · 1 day ago

Bookkeeper (Client Success)

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Serve as the primary point of contact for new clients during their onboarding process, delivering clarity and confidence in our services

Accurately record financial transactions, reconcile accounts, and maintain updated records using tools such as QuickBooks and Excel

Prepare financial statements, including income statements, balance sheets, and cash flow reports, ensuring precision and timeliness

Manage day-to-day activities such as bank reconciliations, accounts payable/receivable, and general ledger maintenance

Identify and implement process improvements to optimize onboarding and bookkeeping workflows

Communicate with clients about their financial data, explaining reports and addressing any concerns or discrepancies

Collaborate with internal teams to provide basic tax guidance and serve as a bridge between CPAs and clients

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

BookkeepingQuickBooksExcelU.S. accounting practicesFinancial statements preparationBasic tax regulationsAccounting degreeCertified BookkeeperQuickBooks Certification