Bookkeeper

Job Description

Job Description

Wills and Associates is a boutique CPA firm in Charlottesville, Virginia, providing tax, bookkeeping, payroll, and business consulting services to closely held businesses and their owners. We are a small, relationship-driven team that offers personalized, high-touch service and leverages modern, fully digital workflows to support our clients year-round.

Role overview

We are seeking a detail-oriented Bookkeeper to support our growing client base with accurate, timely, and organized bookkeeping. In this role, you will handle day-to-day transaction posting, reconciliations, and basic financial reporting for multiple small-business clients and estates/trusts. This position is ideal for someone who enjoys working in cloud-based systems and partnering closely with a professional tax and accounting team.

Key responsibilities

• Record daily financial transactions (sales, expenses, payroll, owner draws) in client accounting software (primarily QuickBooks Online and related tools).
• Maintain accurate general ledgers, including posting journal entries and correcting errors or duplications.
• Reconcile bank, credit card, and loan accounts on a monthly (or more frequent) basis and resolve discrepancies proactively.
• Organize and categorize receipts, vendor bills, customer invoices, and other support for all transactions.
• Manage accounts payable and accounts receivable cycles: enter bills, schedule/pay vendors, create and send customer invoices, and track collections as needed.
• Prepare basic financial reports for clients and internal use, including profit and loss statements, balance sheets, and cash-flow snapshots.
• Assist with payroll data entry and payroll-related postings; coordinate with payroll providers as needed.
• Support tax compliance by maintaining clean books, organizing documentation, and assisting the CPA team with year-end close tasks and workpapers.
• Communicate clearly and professionally with clients via email and virtual meetings regarding questions, missing information, and status updates.
• Follow firm processes and use our digital tools (including Microsoft 365 and practice management platforms) to ensure work is tracked and completed on time.

Qualifications

• 5+ years of bookkeeping or accounting experience, preferably in a public accounting firm or multi-client environment.
• Strong understanding of basic accounting and bookkeeping principles, including debits/credits and accrual vs. cash basis.
• Proficiency with small-business accounting software (QuickBooks Online preferred; Xero or similar a plus).
• Comfortable working in a semi-virtual environment using cloud tools, email, and shared online workspaces.
• High attention to detail, strong organizational skills, and ability to manage multiple client files and deadlines.
• Clear written and verbal communication skills and a service-oriented mindset for working with small-business clients.
• Associate’s degree or higher in accounting, finance, or a related field preferred but not required.
• Experience with Tax a bonus

Work arrangement and benefits

• This role is primarily in-office in Charlottesville.
• Collaborative environment working directly with a small, tight-knit team.
• Exposure to diverse clients and industries, with opportunities to grow into more advanced accounting or client advisory work over time.

Company DescriptionWills Accounting is a trusted accounting and tax advisory firm dedicated to helping individuals and small businesses achieve financial clarity and confidence. Based in Virginia, our team provides comprehensive bookkeeping, tax preparation, and financial consulting services tailored to each client’s unique needs.

We value professionalism, accuracy, and responsive client service. Our approach combines deep technical expertise with a hands-on, relationship-driven mindset that ensures every client receives the attention and insight they deserve.

At Wills Accounting, team members enjoy a collaborative environment where growth, accountability, and continuous learning are encouraged. We take pride in using technology to streamline processes and deliver top-quality results efficiently and securely.

Company Description

Wills Accounting is a trusted accounting and tax advisory firm dedicated to helping individuals and small businesses achieve financial clarity and confidence. Based in Virginia, our team provides comprehensive bookkeeping, tax preparation, and financial consulting services tailored to each client’s unique needs.\r\n\r\nWe value professionalism, accuracy, and responsive client service. Our approach combines deep technical expertise with a hands-on, relationship-driven mindset that ensures every client receives the attention and insight they deserve.\r\n\r\nAt Wills Accounting, team members enjoy a collaborative environment where growth, accountability, and continuous learning are encouraged. We take pride in using technology to streamline processes and deliver top-quality results efficiently and securely.