Role Overview

As a Bookkeeper, you will be responsible for recording, organizing, and maintaining accurate financial transactions for client accounts. Your work will ensure clients have clear, up-to-date financial records to support decision-making, reporting, and compliance.

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Core Responsibilities

• Record daily financial transactions, including sales, purchases, invoices, and payments
• Maintain and update general ledgers and financial records
• Reconcile bank and credit card statements
• Manage accounts payable and accounts receivable
• Prepare preliminary financial reports such as income statements and balance sheets
• Track, categorize, and monitor expenses
• Assist with payroll preparation and reporting
• Monitor cash flow and flag discrepancies or concerns
• Support accountants during audits or tax preparation
• Maintain organized digital filing systems for financial documents

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Required Skills & Qualifications

• Associate degree or bookkeeping certification preferred
• Strong attention to detail and high level of accuracy
• Solid understanding of accounting principles
• Proficiency in QuickBooks (required)
• Experience with bookkeeping software (Xero is a plus)
• Strong organizational and time-management skills
• Ability to handle sensitive information with confidentiality
• Clear and professional communication skills
• High school diploma required