Top 2 Bottom Business Solutions · 2 days ago
Senior Bookkeeper with QBO experience
Fort Mill, SC
Full-time
Hybrid
Mid, Senior Level
$40K/yr - $60K/yr
5+ years expTop 2 Bottom Business Solutions is a growing accounting and payroll firm based in North Carolina, seeking a Senior Bookkeeper with QBO experience. The role involves compiling and delivering accurate financial statements, managing bookkeeping tasks, and interfacing with clients to ensure their accounting needs are met.
AccountingComplianceConsultingFinancial Services
Responsibilities
Maintains records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance
Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
Maintains subsidiary accounts by verifying, allocating, and posting transactions
Balances subsidiary accounts by reconciling entries
Maintains general ledger by transferring subsidiary account summaries
Balances general ledger by preparing a trial balance; reconciling entries
Maintains historical records by filing documents
Prepares financial reports by collecting, analyzing, and summarizing account information and trends
Hold initial meetings with new clients to gather information necessary to begin work
Evaluate new client information, processes, and accounting practices and determine if/where processes need revision
Establish accounting interface for new clients in the QuickBooks system
Prepare and complete acquisition entries to establish the business in QuickBooks
Assure internal Top2Bottom administrative process is followed in the new client on-boarding process
Successfully transfer the on-boarded client to Account Managers within three months
Meet all End of Month accounting deadlines and ensure they are met for the Account Manager Team
Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions
Providing customer service excellence to small business owner clients
Contributes to team effort by accomplishing related results as needed
Qualification
Required
Efficient multitaskers that enjoys a fast paced environment
5-7 years accounting experience
Previous bookkeeping experience required
Proficient at researching issues and problem solving
Excellent verbal and written communication skills
Exceptional multitasking and organizational skills
Ability to prioritize in a deadline driven environment
Service minded and customer service focused
Self-starter able to work effectively with minimal supervision
Excellent data entry skills with high degree of accuracy
Outstanding attention to detail and thoroughness
Adept at analyzing Information and dealing with complexity
Able teach nonfinancial people accounting concepts
Experience in developing and enforcing standards
Strong working knowledge of accounting principles and organizational structure
Strong working knowledge of Financial Statements, including Profit and Loss and Balance Sheet, and the ability to review with/explain to clients
Intermediate to advanced QuickBooks Online and QuickBooks Desktop user, Excel and Google Suite who enjoys learning new technology using to full functionality
Experience in working in a highly confidential environment
Bachelor's degree in accounting, finance, or related field, preferred
Experience in payroll filings, processing & tax agency interactions, preferred
Experience in working with multiple legal entities under different legal umbrellas, preferred
Local hybrid remote candidates preferred in Charlotte North Carolina
All offers of employment are contingent on passing a national and state criminal and financial background check
QuickBooks Online: 3 years (Required)
Preferred
Bachelor's degree in accounting, finance, or related field, preferred
Experience in payroll filings, processing & tax agency interactions, preferred
Experience in working with multiple legal entities under different legal umbrellas, preferred
Local hybrid remote candidates preferred in Charlotte North Carolina
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Top 2 Bottom Business Solutions
A family-owned and operated company headquartered in NC, Top2Bottom Business Solutions was founded to improve the lives of small business owners, serving clients throughout NC and nationally.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Mallery
Founder & CEO
Company data provided by crunchbase