Job Description
Job Description
Executive Summary:
We're seeking a highly organized and tech-savvy Bookkeeper with deep QuickBooks expertise and excellent client communication skills. This role involves hands-on accounting, regular interaction with clients for documentation and clarifications, and ensuring timely and accurate bookkeeping. The position starts in-office to align with our systems and client relationship norms, with a pathway to remote work once established.
Key Responsibilities:
✓ Bookkeeping & Reconciliations
-
Maintain day-to-day accounting in QuickBooks Online/Desktop
-
Bank, credit card, and vendor reconciliations
-
Manage AR/AP aging, journal entries, and class tracking
✓ Client Liaison & Documentation
-
Proactively gather invoices, receipts, payroll, and bank details from clients
-
Guide clients on accounting best practices and document formats
-
Maintain excellent rapport and response discipline
✓ Compliance & Reporting Support
-
Assist in preparing monthly reports: P&L, Balance Sheet, Cash Flow
-
Flag anomalies, inconsistencies, and potential compliance risks
-
Support year-end closings and coordination with tax advisors/auditors
✓ System & Workflow Setup
-
Help streamline data entry workflows and cloud documentation
-
Set up and manage QuickBooks rules, bank feeds, recurring entries
Skills & Qualifications:
Must-HavePreferred
✅ 3+ years of full-cycle bookkeepingExperience working with multiple clients (agency or virtual CFO setup)
✅ Advanced QuickBooks (Online + Desktop)Familiarity with tools like Hubdoc, Dext, Gusto, ADP
✅ Strong Excel / Google Sheets skillsBasic understanding of tax or payroll compliance
✅ Excellent English and interpersonal communicationQuickBooks ProAdvisor certification a plus
Ideal Candidate Traits:
-
Detail-oriented with an ownership mindset
-
Empathetic and patient with client follow-ups
-
Process-driven with initiative to improve efficiency
-
Comfortable with cloud-based tools and documentation platforms
Work Setup & Transition Plan:
-
Initial Onboarding (1–3 months): In-office, process familiarization, and client relationship setup
Compensation & Benefits:
-
Competitive salary (based on experience and location)
-
Annual performance bonus
-
Upskilling reimbursement (QuickBooks certification, Excel courses, etc.)
-
Flexibility post-probation
Company DescriptionWilliam Costley LLC is a rapidly growing accounting firm based in the Towne Lake area. We specialize in comprehensive tax preparation and planning services, offering tailored financial solutions to help our clients achieve their business goals. Our commitment to personalized service and expert guidance has quickly established us as a trusted partner in the community.
We are currently seeking an experienced accountant who is eager to take on a more hands-on role in managing client financials. If you're looking for a dynamic and supportive environment where you can make a real impact, we'd love to hear from you.
Company Description
William Costley LLC is a rapidly growing accounting firm based in the Towne Lake area. We specialize in comprehensive tax preparation and planning services, offering tailored financial solutions to help our clients achieve their business goals. Our commitment to personalized service and expert guidance has quickly established us as a trusted partner in the community.\r\n\r\nWe are currently seeking an experienced accountant who is eager to take on a more hands-on role in managing client financials. If you're looking for a dynamic and supportive environment where you can make a real impact, we'd love to hear from you.