
Finance • B2B • SaaS
Bookkeeper360 is a comprehensive bookkeeping and financial service provider for small to medium businesses. Since 2012, the company has offered a range of services including personalized bookkeeping, tax advisory, payroll, and CFO advisory solutions. Their team-based approach, powered by technology, provides clear and responsive communication, and aims to save businesses time and hassle from financial mismanagement. Bookkeeper360 is known for its professional team of bookkeepers and CPAs who maintain high-quality standards through rigorous training and active software certifications.
51 - 200 employees
💸 Finance
🤝 B2B
☁️ SaaS
💰 $2.5M Seed Round on 2022-08
October 24

Finance • B2B • SaaS
Bookkeeper360 is a comprehensive bookkeeping and financial service provider for small to medium businesses. Since 2012, the company has offered a range of services including personalized bookkeeping, tax advisory, payroll, and CFO advisory solutions. Their team-based approach, powered by technology, provides clear and responsive communication, and aims to save businesses time and hassle from financial mismanagement. Bookkeeper360 is known for its professional team of bookkeepers and CPAs who maintain high-quality standards through rigorous training and active software certifications.
51 - 200 employees
💸 Finance
🤝 B2B
☁️ SaaS
💰 $2.5M Seed Round on 2022-08
• Manage client relationships weekly and monthly • Is the primary point of contact for Bookkeeper360 clients • Interact with business owners, providing them monthly financial reviews, or, as needed by the client • Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting • Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc. • Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy • Reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Complete any back work projects in an efficient, timely manner • Routinely communicate with your manager relating to financial close, accounting issues, and deliverables • Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients • Set up and manage cloud technology integrations • Review workflow and business operations, and make technology and app recommendations to increase efficiencies
• 3-5 years experience overseeing the work of bookkeepers or staff accountants • Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred) • Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries • Cloud-based accounting experience • Public accounting experience • Consulting experience • Expertise in accrual basis financial reporting
• Comprehensive benefits package including medical, dental, vision, and 401K with employer match • Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster) • Fully remote workplace • Unlimited PTO after the first year • Company paid holidays • Virtual team-building activities and other company-wide events • Collaborative team-based work environment • Career path and advancement opportunities - company policy of promoting from within
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