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Full-Charge Bookkeeper / Client Accounting Specialist
Overview
About Us
We’re a modern accounting and fractional CFO firm serving small to mid-sized businesses that want clearer numbers, stronger profits, and better decisions. We combine cloud-based systems, tax knowledge, and an operational mindset to deliver accurate books and high-value advisory.
We dig into the details, interpret the story behind the numbers, and help clients make data-backed decisions—not guesses.
If you love accuracy, ownership, and supporting growth-minded entrepreneurs, you’ll fit well here.
Important Note:
This role is for someone who wants to be fully dedicated to one firm and grow long-term within a team environment. It is not for someone currently operating their own bookkeeping business.
About the Role
We’re hiring a Full-Charge Bookkeeper / Client Accounting Specialist to own full-cycle bookkeeping and month-end close for a growing portfolio of clients (starting with a smaller group and scaling up to 25 ideal clients). The right candidate is comfortable running closes independently across multiple clients, documenting work clearly, and proactively flagging anomalies for review.
The owner retains CFO/advisory delivery—including consulting, cash flow planning, budgeting, scenario analysis, tax strategy, tax preparation, and final financial review.
Key Responsibilities
Client Accounting & Bookkeeping
- Manage the full accounting cycle for assigned clients on a weekly cadence
- Maintain clean, accurate books in QuickBooks Online
- Perform QA and month-end close using our Double (formerly Keeper) checklist
- Reconcile all relevant balance sheet accounts (banks, cards, loans, payroll liabilities, A/R, A/P, etc.).
- Post journal entries, accruals, adjustments, and proper classifications
- Prepare draft monthly financials for owner review
- Support cleanup/catch-up or diagnostic reviews as needed
Communication & Client Support
- Proactively request missing information through established workflows
- Provide clear, professional explanations of financial activity
- Maintain clear workflow notes and timely status updates
Tech Stack You Will Use
- QuickBooks Online Accountant (Ledger)
- TaxDome (Practice Management)
- Double (formerly Keeper) (Workflow / Month-End Close)
- Reach Reporting (Financial Reporting)
- Excel & Google Sheets (Pivot Tables, IF, INDEX/MATCH/XLOOKUP)
- Makershub.ai (Accounts Payable)
What We’re Looking For
- Bachelor’s degree in Accounting or related field required; outsourced accounting experience strongly preferred
- 3+ years in full-charge bookkeeping or staff accountant roles
- Strong understanding of GAAP and full-cycle month-end close
- Experience managing multiple client files independently
- Excel proficiency (Pivot Tables, IF functions and Lookup functions such as INDEX/MATCH/XLOOKUP)
- Warm, positive, proactive communicator with client-service instincts
- Detail-focused, process-driven, and solutions-oriented
- Comfortable working through nuance and small-business variability
- Collaborative with a continuous improvement mindset
- Must have a designated, professional workspace suitable for client-facing calls
This Role Is a Great Fit If You Are:
✔ A self-starter who enjoys ownership and moving work forward independently
✔ Enjoys variety and continuous learning (our clients span multiple industries)
✔ Data-minded and naturally curious about what the numbers are saying
✔ Tech-comfortable and excited to work in a cloud-based firm
✔ Looking for a long-term role—not building a separate bookkeeping business
Why You’ll Love Working With Us
- Remote role with flexible hours
- Work directly with a supportive, modern, forward-thinking CPA firm owner
- Clear processes, strong systems, and zero micromanagement
- A chance to work with business owners who value your expertise
- Meaningful, long-term work with room to grow your portfolio and skill
Assessment Questions (Required With Application)
Please submit written responses to the following:
- Describe your process for completing a month-end close for a client with multiple accounts.
What steps do you take to ensure accuracy and completeness? - Share an example of a cleanup or catch-up project you handled.What made it challenging, and how did you ensure the books were correct when you were done? *Bonus: Which financial statement do you review first when assessing severity and why?
- When reviewing a client’s financials, what key indicators or inconsistencies do you typically look for—and why? Please answer as if explaining to a non-financial client.
- Give an example of an adjusting entry you would book at month-end that typically reverses the next month. Why does it reverse, and what would happen if it didn’t?