Bookkeeping Specialist - Professional Services
New
US: CA, CO, GA, FL, ID, MD, MA, MN, NC, NV, OR, SC, TN, TX, VA, WA (California, Colorado, Georgia, Florida, Idaho, Maryland, Massachusetts, North Carolina, Nevada, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington)
Canada Provinces: British Columbia, Ontario, Alberta onlyFull-TimeMiddle
Salary22 - 24 USD per hour
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Job Details
- Experience
- 3–5+ years
- Required Skills
- Microsoft ExcelAccountingBookkeeping
Requirements
- 3–5+ years owning full-charge bookkeeping end-to-end with minimal oversight
- A degree in accounting, finance, or business
- Strong fundamentals in accounting and nonprofit bookkeeping
- Deep experience in Aplos (preferred) or similar systems
- Strong Excel skills
- Builds trust with customers through proactive updates, clear expectations, and consistent follow-through
- Clear, direct communicator who flags risks early and keeps everyone aligned
- Outcome-focused and deadline-driven; prioritizes the work that moves the customer forward
- Collaborative teammate who shares learnings, templates, and best practices to raise the bar for the whole team
- High quality bar and attention to detail; catches issues early and prevents repeat errors
- Comfortable using AI tools to accelerate research, reconciliation, and documentation while maintaining accuracy and confidentiality
- Proactively identifies patterns (errors, missing info, process gaps) and proposes simple fixes that prevent repeat work
- Operates with high autonomy; clarifies ambiguity, removes blockers, and drives work to completion
Responsibilities
- Manage full cycle of bookkeeping services for multiple Medium customers concurrently, including data entry, reconciliations, payroll, donations and periodic accounting clean-up as necessary
- Use AI-native tools to streamline workflows and deliver faster, more accurate results for Aplos bookkeeping clients
- Maintain an average of 70% of your working time spent on billable client work
- Understand organizational needs and provide valuable feedback, proposing solutions to enhance information clarity
- Maintain a high customer net promoter score (9 or 10) by building positive relationships with the customer, communicating proactively, and providing quality and satisfactory services
- Adhere to established processes to ensure robust financial controls are in place
- Identify areas for process improvement, actively participating in collaborative knowledge-sharing with teammates
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