Bookkeeping Division Specialist
New
C
Crete Professionals AllianceAccounting and Advisory
Focused exclusively on serving veterinary hospitals across the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
- Required Skills
- Client relationship managementBookkeeping
Requirements
- 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
- Strong proficiency in QuickBooks Online (QBO)
- Experience with financial reporting, reconciliations, and month-end close processes
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
- Ability to work independently in a fully remote, high-accountability environment
- Strong attention to detail and commitment to accuracy
- Experience with workflow systems such as XCM or similar platforms is a plus
- Client-service-oriented mindset
Responsibilities
- Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
- Manage at minimum 10 full-service bookkeeping client relationships.
- Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
- Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
- Prepare and finalize monthly financial reporting packages and supporting documentation.
- Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, and account linking.
- Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
- Collaborate with leadership and team members to improve efficiency, consistency, and client experience.
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