Job Description

Bookkeeping & Account Management

Accurately categorize transactions, reconcile accounts, and maintain clean ledgers Identify and resolve discrepancies with care and attention to detail Conduct monthly financial reviews to ensure every client's books are accurate and up to date

Client Support & Communication

Serve as the main point of contact for your clients - small business owners who rely on your guidance Provide empathetic, professional, and clear communication across chat, email, and phone Build strong relationships by explaining financial information in a way clients can easily understand

Problem Solving & Ownership

Take initiative to identify and resolve client concerns proactively Own the client experience from start to finish, ensuring satisfaction and trust Collaborate with internal teams using tools like Bench App, Salesforce, and Slack Qualifications Quick Books Online Certification is required (active certification) 1+ year of expe...