The right candidate for this role enjoys working with customers and team members to answer customer questions and resolve issues. This position will require a person with excellent data entry and problem-solving skills who pays close attention to detail. Having an enthusiastic and positive attitude is a must have. Individual is responsible for the preparation of monthly financial statements and job profitability reporting. The bookkeeper will work with other members of the team to insure the integrity of financial data, reconcile accounts and provide insight into operational performance. This includes all accounts receivable, accounts payable, payroll and general ledger responsibilities.
- Help organize and follow-up with current customers
- Maintains accurate records
- Work with QuickBooks Online and Desktop
- Maintains and files client’s daily paperwork such as invoices, bills and forms to the proper location
- Reconciles and records daily, weekly and monthly financial transactions to include accounts receivable, accounts payable, sales tax, payroll and other financial transactional data, forms and reports.
- Prioritizes work to meet deadlines
- Answer incoming calls promptly, and practices excellent phone and email etiquette
- Improve general workflows and processes to accommodate business growth
- Responds to customer inquiries within the customer’s timeline.
- Responsible for financial and administrative duties for a variety of clients
- Perform other duties as assigned
Required Experience Skills & Knowledge:
- Proficient knowledge in accounts receivable, accounts payable, payroll and general ledger responsibilities
- Customer Service experience required
- Ability to work in a fast-pace environment and adapt to changing needs of department
- Excellent problem solving and people skills also required
- Must be able to work independently and in a team
- High level of professionalism
- Proficient in Microsoft Office, Excel and QuickBooks
- Proficiency in working with all versions of QuickBooks. Experience with Thomson Reuters products – UltraTax, File Cabinet Solutions, Fixed Asset Solutions, Practice Solutions – is a plus