Certified Public Accountant – Bookkeeping, Accounting Support

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DayBook Financial Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

DayBook Financial Group is a financial services firm that appears to provide business-focused bookkeeping, financial diagnostics, and advisory services. The company's website fragments include calls-to-action such as “Book Free Diagnostic” and sections titled “How it Works,” “Capabilities,” and “About,” suggesting they deliver financial assessments and ongoing financial management or consulting to clients. This summary is based on the provided website content and limited visible text.

📋 Description

• Serve as a client-facing point of contact, presenting financial results and answering questions directly on calls or video meetings. • Manage daily bookkeeping operations for a portfolio of small and medium-sized business clients. • Perform monthly bank and credit card reconciliations, identifying and resolving discrepancies. • Manage accounts payable and accounts receivable, including invoicing, bill pay, and collections follow-up. • Prepare and present financial reports (P&L, balance sheet, cash flow) to clients and internal stakeholders. • Oversee month-end close for assigned clients, ensuring deadlines and quality standards are met. • Maintain accurate, audit-ready records across QuickBooks Online and other client accounting systems. • Flag discrepancies, unusual transactions, or process gaps to management proactively. • Communicate directly with U.S.-based team members and clients in English.

🎯 Requirements

• Advanced bookkeeper: Proven, independent bookkeeping expertise — not junior or entry-level — able to own a client's books end-to-end across a portfolio of accounts. • Client-facing teaching ability: Experience teaching or explaining finance/accounting concepts directly to clients, not just internally to a team. • Teaching background first, finance/accounting second: A degree or credential in education/teaching, with finance or accounting as the secondary field of study. • Speaking and presentation skills: Comfortable presenting financial data and reports clearly to a non-technical audience. • Educational background in accounting: Formal accounting education or coursework underpinning the technical bookkeeping work. • Client-facing comfort: Fully comfortable on video calls and camera-facing client interactions as a regular, expected part of the role.