CounselFi · 8 hours ago
Full Charge Bookkeeper
United States
Full-time
Remote
Mid, Senior Level
$50K/yr - $65K/yr
5+ years exp
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Responsibilities
Manage the daily bookkeeping functions for a portfolio of small business clients, including accounts payable, accounts receivable, and bank reconciliations.
Serve as the primary point of contact for clients from sales handoff through onboarding and throughout the entire client journey, ensuring a smooth and consistent experience.
Process payroll and ensure compliance with federal, state, and local regulations.
Handle month-end close procedures, including journal entries and account reconciliations.
Prepare and deliver financial reports, including balance sheets, income statements, and cash flow statements.
Collaborate with clients and internal CounselFi teams to provide seamless support and financial insights.
Assist with client onboarding and set up efficient bookkeeping systems tailored to their needs.
Identify and implement process improvements to enhance accuracy and efficiency.
Maintain compliance with GAAP and other relevant regulations.
Qualification
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Required
Minimum 5 years in bookkeeping roles, preferably managing multiple clients in an accounting or bookkeeping firm.
Proficiency in QuickBooks Online is required.
Excellent verbal and written communication skills, with the ability to explain financial data clearly to non-financial stakeholders.
Highly organized, detail-oriented, and capable of managing multiple client engagements simultaneously.
A proactive mindset with a knack for identifying inefficiencies and implementing solutions.
Maintain compliance with GAAP and other relevant regulations.
Preferred
Familiarity with payroll systems and other accounting tools is a plus.
Bachelor’s degree in Accounting, Finance, or a related field is preferred but not required.
Experience in the construction industry is a plus.
Benefits
Flexible, remote work environment with a supportive and collaborative culture.
Opportunity to make a meaningful impact on small businesses.
Growth potential within a fast-growing, innovative company.
A mission-driven team committed to redefining the back-office experience.
Company
CounselFi
CounselFi focuses on delivering finance expertise and guidance to entrepreneurs and businesses.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tamara Brenes
Founder & CEO
Company data provided by crunchbase
