Job description
Please read the ad in its entirety to ensure you meet our qualifications before applying. Be sure to include a cover letter with your resume to outline your relevant public accounting experience and let us know why you feel you would be a good fit for this position.
- Applications that do not include a cover letter and do not meet our qualifications will be automatically rejected.
About us
CloudBookkeeping’s staff is well-versed with the complexities of public bookkeeping — and we are the top choice for business owners when it comes to unbeatable, friendly personally tailored service and attentive staff. We specialize in fixing current issues, planning for the future and removing surprises in all areas of business financial operations.
We take pride in being business mentors and neighborly guides. We are a trusted business partner, but we are also insightful advisors — Providing solutions to help businesses grow.
Headquartered in San Antonio, Cloud Bookkeeping is an award-winning firm dedicated to providing accurate financials to our clients with exceptional service. We are currently looking to add a professional, enthusiastic, and service-minded bookkeeper to our team for full-time employment.
We are seeking a candidate who has an eye for accuracy and passion for unmatched customer satisfaction who is excited to grow with a rapidly expanding company. We want someone who is serious about their bookkeeping career and ready to be a part of the team!
Summary:
CloudBookkeeping is seeking a detail-oriented and experienced bookkeeper to join our team. You will be responsible for cleaning up, fixing and maintaining the books of new and current clients. This is an exciting opportunity for an individual who is looking to take on a challenge and make a real difference in the lives of small business owners. The successful candidate will be responsible for reviewing and correcting financial records for our clients to ensure accurate and timely bookkeeping services.
This position is 100% remote.
Responsibilities:
- Conduct a thorough review of client financial records and identify any discrepancies and errors.
- Communicate with clients to gather missing information or clarify discrepancies.
- Enter and reconcile transactions date in QuickBooks™ Online software, or QuickBooks™ Desktop software, including importing transactions, completing data entry transactions, reconciling bank and credit card statements, adjusting, and reconciling all balance sheet accounts and payroll expenses, and reclassifying any expenses deemed necessary.
- Ensure accuracy of financial statements and reports, including balance statements, income statements, and cash flow statements.
- Provide assistance to clients by addressing any inquiries or concerns related to their financials and ensure effective communication throughout the process.
- Manages client(s) automatic transaction import, tracks income and expenses, and prepares and manages professional bookkeeping reports with supporting documents.
- Manages client(s) vendors inside of QuickBooks™ software. On a monthly basis, identifies new vendors who may be subject to receipt of a 1099 and request W9 information from client(s) to maintain accurate up-to-date information inside QuickBooks™ Online software.
- Accurately records all year-to-date financial transactions for clients, files any past-due reports, creates/amends payroll reports and anything else that may be needed to ensure complete and accurate financial reporting
- Posts project time in Karbon daily for client(s) to be billed appropriately.
- Completes assigned projects/tasks no later than allotted time budget.
- Provides backup to other Bookkeeper(s) during absences.
- Serves as a resource to colleagues and as a mentor to less experienced employees.
- Analyzes and recommends solutions to problems drawing on information across the company.
- Participates in bookkeeping and accounting information gathering to keep abreast the latest trends, techniques and best practices in the industry.
- Interprets and applies accounting policies, rules, and regulations to all work to ensure compliance with applicable standards.
- Communicates client and/or process issues with Operations Manager.
- May assume additional responsibilities/duties as business needs change.
Education:
- Bachelor’s degree in Business Administration, Finance, Accounting or equivalent work experience
Experience:
- Minimum 5 years of Public Accounting and QuickBooks experience in an accounting firm environment preferred.
- Must possess and maintain QuickBooks ProAdvisor Certification.
- Experience with Karbon practice management
- Demonstrated ability to communicate, influence and negotiate decisions.
- Demonstrated ability to work in a team environment.
- Demonstrated ability to communicate effectively and possess excellent written communication skills.
- Ability to establish and maintain effective working relationships with management, clients, colleagues, staff and vendors.
- Ability to work with numbers, understanding metrics and utilizing spreadsheets.
- Proficient in Microsoft Office products.
- Proven experience in QuickBooks Online Accountant; bookkeeping and accounts payable/receivable principles, general ledger and payroll.
- Proven ability to calculate, post and manage accounting figures and financial records.
- High degree of accuracy and attention to detail.
- Demonstrated ability to plan, organize and problem solve.
- Maintain strict confidentiality of sensitive client and company information.
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
Education:
Experience:
- Public accounting: 5 years (Required)
License/Certification:
- QuickBooks ProAdvisor Certification (Preferred)
Location:
Shift availability:
Work Location: Remote
