Bookkeeping Division Specialist

🔥 11 minutes ago

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Crete Professionals Alliance

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51 - 200 employees

Crete Professionals Alliance (Crete PA) is a collaborative network of accounting and professional services firms.

📋 Description

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness. • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up. • Build and maintain strong client relationships through professionalism, organization, and consultative support. • Participate in quarterly client conversations focused on operational and financial discussions. • 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. • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions. • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports. • Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, account linking and integrations, initial bookkeeping cleanup and reconciliations. • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines. • Attend team meetings, training sessions, and monthly webinars. • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery. • Escalate workflow concerns or capacity challenges proactively to leadership.

🎯 Requirements

• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred • Strong proficiency in QuickBooks Online required • Experience with financial reporting, reconciliations, and month-end close processes • Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously • 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 with strong professionalism and responsiveness

🏖️ Benefits

• 401(k) with company match • Medical, Dental, and Vision insurance • Paid time off and company holidays • Flexible scheduling • Continuing education and professional development support • Paid training opportunities • Opportunities for advancement and career growth • Fully remote work environment