Job Description
Job Description
We are looking for a detail-oriented Bookkeeper to support day-to-day financial operations for our office. This position plays a central role in maintaining accurate records, coordinating billing and payroll activities, and preparing routine financial reporting for internal stakeholders. The ideal candidate brings strong experience with bookkeeping processes, communicates effectively with clients and vendors, and is comfortable managing multiple administrative and accounting priorities in a small business environment.
Responsibilities:
• Create and maintain job records in QuickBooks Online, ensuring information is entered accurately and kept up to date.
• Oversee receivables by preparing invoices for completed work, recording incoming payments, and issuing follow-up collection notices on a regular schedule.
• Process remote bank deposits and complete monthly reconciliations for bank accounts and company credit card statements.
• Manage payables by entering vendor invoices, preparing payments, and maintaining organized records of outstanding obligations.
• Administer payroll activities, including tracking fee allocations, processing payroll checks, and coordinating deductions, benefits, and related payroll tax items.
• Prepare and distribute recurring financial reports for business partners and the external accountant, including quarterly partner package reporting.
• Support annual and periodic compliance tasks such as year-end tax forms, workers’ compensation audit documentation, insurance-related paperwork, and payroll reporting.
• Maintain office administrative workflows by ordering supplies, updating files, opening and sorting mail, and preserving records for referral activity and related market data.
• Communicate with clients and vendors to collect documentation such as W-9s, licensing details, and qualification records, and assist with proposals and contract out-of-state license applications.
• Maintain financial records and provide general bookkeeping support across affiliated business activities as needed.
• Demonstrated bookkeeping experience with hands-on responsibility for accounts payable, accounts receivable, payroll, and account reconciliations.
• Proficiency with QuickBooks Online and confidence working within accounting systems to maintain accurate financial data.
• Ability to manage invoicing, payment posting, bank deposits, and month-end balancing with a high degree of accuracy.
• Working knowledge of payroll administration for a small to mid-sized employee population, including tax reporting and year-end forms.
• Strong organizational skills with the ability to handle multiple deadlines, routine reporting cycles, and administrative details effectively.
• Clear written and verbal communication skills for interacting with clients, vendors, partners, and external accounting contacts.
• Comfort handling confidential financial and employee information with professionalism and discretion.