US Senior Bookkeeper | Fully Remote - Direct Hire | Flexible Working Hours

Are you an experienced bookkeeper who consistently outperforms your peers and wants to be recognized (and compensated) for your standout performance?

Do you thrive in a remote environment, delivering top-quality work while others might be tempted to coast? Do you take pride in submitting near-flawless work to your manager that requires little to no revisions?

If you’re passionate about your role as a bookkeeper and truly enjoy what you do, this could be the perfect opportunity for you.

WHAT’S IN IT FOR YOU?

• Above Market Salary (because you are a top performer!)
• End-of-Year Bonus up to 1 month’s compensation
• Annual salary increases based on performance and market rates, with quarterly evaluations (so you know you’re on track to receive the pay increase)
• 100% remote – work from the comfort of your home (never commute to work again!)
• Flexible working hours (2–4 hours overlapping with EST)
• 22 PTO credits (inclusive of vacation leave, sick leave, and holidays)
• Maternity/Paternity Leave
• Free Antivirus and VPN software for your work computer
• Long-term growth supported by continuous learning
• A people-focused culture that genuinely cares about its team and clients, values open communication, encourages continuous improvement, views failures as learning opportunities, and rewards high performers.

CLIENT BACKGROUND

Our US-based client is on a mission to create a frictionless accounting experience and rank among the top 1% of firms nationwide—measured by service quality, not size. Working 100% online, they primarily serve cash-basis businesses with annual revenues of $250K to $1M, leveraging proactive tax strategies and precise compliance so clients can focus on what truly matters: growing their businesses.

The team values transparent communication, collaboration, and problem-solving, recognizing and rewarding excellence in every contribution. They invest in your long-term growth and provide above-market compensation because they believe in the power of dedication and passion.

If you’re ready to join a forward-thinking, relationship-driven firm that values time, innovation, and personal development, they’d love to welcome you aboard.

ABOUT THE ROLE

As our Senior Bookkeeper, your mission is to own each client’s monthly bookkeeping process in QuickBooks Online (QBO) and TaxDome (the firm’s project management software and secure client portal). This includes accurately categorizing transactions, creating journal entries, obtaining bank statements, reconciling accounts, and generating monthly financial statements.

You’ll be the key driver in ensuring timely, accurate bookkeeping and an exceptional client experience. Expect to spend 70% of your time on bookkeeping and accounting tasks, 20% on direct client communication, and 10% on process improvements.

Key Competencies Required for this Role Include:

• Attention to Detail: Accurately categorizes transactions, completes reconciliations without discrepancies, and quickly identifies potential issues.
• Efficiency: Uses streamlined processes to deliver monthly tasks promptly and accurately, minimizing wasted effort.
• Organization & Planning: Maintains structured workflows and prioritizes tasks to reliably meet monthly deadlines.
• Communication: Shares clear, concise updates with clients and colleagues, proactively addressing issues to reduce unnecessary inquiries.
• Honesty/Integrity: Upholds strict confidentiality and ethical standards, consistently delivering on commitments.
• Persistence: Follows up diligently on outstanding items, resolves hurdles promptly, and ensures tasks are fully completed.
• Enthusiasm: Approaches each bookkeeping cycle with a positive attitude, inspiring confidence in clients and team members.
• High Standards: Strives for rigorous accuracy, compliance, and timeliness, constantly seeking improvement.
• Work Ethic: Meets or exceeds deadlines, handles heavy workloads efficiently, and remains focused on delivering results that benefit clients and the firm.

WHAT SUCCESS IN THIS ROLE LOOKS LIKE

On-Time Monthly Close

• Complete 100% of assigned clients’ monthly categorization, journal entries, and reconciliations in QBO within 10 business days after month-end.
• Upload finalized P&L and Balance Sheet reports to TaxDome using correct naming conventions by the same 10-day deadline.

Accurate Transaction Categorization

• Achieve 98% accuracy in categorizing transactions (correct vendor/payee, chart of accounts, and shareholder distributions/contributions) as verified by internal review or client feedback.
• Limit recategorization to 2% or fewer of monthly transactions.
• Minimize unnecessary client inquiries by leveraging historical data, vendor details, and existing records.
• Review Client Accountable Plans each month; address issues promptly with clients and record related journal entries in every close cycle.

Effective Open-Item Resolution & Client Communication

• Consolidate all missing statements, data, or clarifications into one client communication each month.
• Resolve 100% of open items within 2 business days after clients respond.
• Respond to all client bookkeeping inquiries within 2 business days, clearly documenting follow-up steps.
• Always check the “Notes” and “Communication” tabs in TaxDome to avoid duplicate requests.

Complete & Timely Bank Reconciliations

• Reconcile 100% of client bank, credit card, and loan accounts by the 10-day monthly close deadline.
• Ensure there are zero unmatched or unreconciled transactions older than 30 days (unless pending a client response).

Proactive Internal Communication

• Immediately flag any potential delays impacting the 10-day close timeline to your team or management.
• Provide at least two weeks’ notice for planned absences, and communicate unplanned absences as soon as possible.

Ensure W-9 & 1099 Compliance

• Identify all 1099-eligible transactions; send W-9 requests monthly.
• Follow up on outstanding W-9s each month to ensure timely collection.
• Maintain a well-organized W-9 repository.
• Prepare and issue 1099 forms (NEC/MISC) by the regulatory deadline, documenting them properly for reference.

Consistent Process & Knowledge Improvement

• Champion at least one meaningful process improvement per quarter (e.g., refining QBO rules, adjusting templates, suggesting tools).
• Report any knowledge gaps or unclear procedures to management promptly for guidance.

By achieving these outcomes, you’ll free clients to focus on their businesses while ensuring the firm delivers a top-tier, frictionless accounting experience. Achieving these outcomes will also ensure you receive above-market compensation and annual bonuses.

QUALIFICATIONS

• 3+ years of end-to-end bookkeeping experience for U.S. small businesses (not large companies with separate A/R, A/P, or payroll departments). You’ll communicate directly with firm owners and be responsible for the entire P&L and Balance Sheet.
• Track record of meeting monthly close deadlines (within 10 business days) and reconciling multiple accounts accurately in QuickBooks Online (QBO).
• Bachelor’s degree in Accounting (or equivalent experience).
• Strong knowledge of accounting principles (debits/credits, P&L, Balance Sheet) and compliance requirements (W-9, 1099, etc.).
• Excellent communication skills (written and verbal) with direct client interaction experience; able to consolidate and resolve open items promptly.
• Tech-savvy: Proficient in QBO, Loom/Zoom, TaxDome (the firm’s project management software), and comfortable learning new tools. Training will be provided for TaxDome software.
• Highly organized: Consistently meets deadlines, balances multiple priorities, and maintains detailed records for all client files.
• Ownership & Accountability: Takes responsibility for outcomes, accepts feedback constructively, and adapts to improve.
• Continuous Improvement Mindset: Proactively identifies process enhancements and system improvements to optimize workflow.

ADDITIONAL REQUIREMENTS

• Personal equipment (laptop or desktop computer)
• Reliable, stable, and high-speed internet
• Work Environment: secluded workstation to ensure a private and distraction-free space

FIRM CULTURE

• Honest and Transparent: You have a genuine and open communication style, fostering trust within the team and with clients. You value integrity, consistently providing clear and straightforward information.
• Inquisitive and Proactive: You are fearless in asking insightful questions, and you seek to fully understand the intricacies of tasks and projects. You actively engage with your team, offering valuable recommendations that contribute to enhanced processes and outcomes.
• Strong Work Ethics: You demonstrate a strong commitment to professionalism and integrity in all aspects of your work. You are known for your reliability and diligence, consistently meeting deadlines and delivering high-quality results.
• Committed to Delivering Positive Client Experience: You are a dedicated and client-focused professional with a passion for delivering exceptional customer satisfaction. You go above and beyond to exceed expectations, building lasting relationships and fostering a positive reputation for the company.
• Communicative and Respectful: You foster open dialogue within the team and maintain positive interactions with clients. You bring a collaborative spirit, excellent interpersonal skills, and create a harmonious work environment.
• Passionate and Resilient: You radiate genuine happiness and enthusiasm for your job. Your passion fuels a resilient approach to challenges, viewing failures as invaluable learning experiences. Not only do you find joy in your work, but you also harness setbacks as stepping stones for continuous improvement.

Are you an experienced bookkeeper who consistently outperforms your peers and wants to be recognized (and compensated) for your standout performance?

Do you thrive in a remote environment, delivering top-quality work while others might be tempted to coast? Do you take pride in submitting near-flawless work to your manager that requires little to no revisions?

If you’re passionate about your role as a bookkeeper and truly enjoy what you do, this could be the perfect opportunity for you.

WHAT’S IN IT FOR YOU?

• Above Market Salary (because you are a top performer!)
• End-of-Year Bonus up to 1 month’s compensation
• Annual salary increases based on performance and market rates, with quarterly evaluations (so you know you’re on track to receive the pay increase)
• 100% remote – work from the comfort of your home (never commute to work again!)
• Flexible working hours (2–4 hours overlapping with EST)
• 22 PTO credits (inclusive of vacation leave, sick leave, and holidays)
• Maternity/Paternity Leave
• Free Antivirus and VPN software for your work computer
• Long-term growth supported by continuous learning
• A people-focused culture that genuinely cares about its team and clients, values open communication, encourages continuous improvement, views failures as learning opportunities, and rewards high performers.

CLIENT BACKGROUND

Our US-based client is on a mission to create a frictionless accounting experience and rank among the top 1% of firms nationwide—measured by service quality, not size. Working 100% online, they primarily serve cash-basis businesses with annual revenues of $250K to $1M, leveraging proactive tax strategies and precise compliance so clients can focus on what truly matters: growing their businesses.

The team values transparent communication, collaboration, and problem-solving, recognizing and rewarding excellence in every contribution. They invest in your long-term growth and provide above-market compensation because they believe in the power of dedication and passion.

If you’re ready to join a forward-thinking, relationship-driven firm that values time, innovation, and personal development, they’d love to welcome you aboard.

ABOUT THE ROLE

As our Senior Bookkeeper, your mission is to own each client’s monthly bookkeeping process in QuickBooks Online (QBO) and TaxDome (the firm’s project management software and secure client portal). This includes accurately categorizing transactions, creating journal entries, obtaining bank statements, reconciling accounts, and generating monthly financial statements.

You’ll be the key driver in ensuring timely, accurate bookkeeping and an exceptional client experience. Expect to spend 70% of your time on bookkeeping and accounting tasks, 20% on direct client communication, and 10% on process improvements.

Key Competencies Required for this Role Include:

• Attention to Detail: Accurately categorizes transactions, completes reconciliations without discrepancies, and quickly identifies potential issues.
• Efficiency: Uses streamlined processes to deliver monthly tasks promptly and accurately, minimizing wasted effort.
• Organization & Planning: Maintains structured workflows and prioritizes tasks to reliably meet monthly deadlines.
• Communication: Shares clear, concise updates with clients and colleagues, proactively addressing issues to reduce unnecessary inquiries.
• Honesty/Integrity: Upholds strict confidentiality and ethical standards, consistently delivering on commitments.
• Persistence: Follows up diligently on outstanding items, resolves hurdles promptly, and ensures tasks are fully completed.
• Enthusiasm: Approaches each bookkeeping cycle with a positive attitude, inspiring confidence in clients and team members.
• High Standards: Strives for rigorous accuracy, compliance, and timeliness, constantly seeking improvement.
• Work Ethic: Meets or exceeds deadlines, handles heavy workloads efficiently, and remains focused on delivering results that benefit clients and the firm.

WHAT SUCCESS IN THIS ROLE LOOKS LIKE

On-Time Monthly Close

• Complete 100% of assigned clients’ monthly categorization, journal entries, and reconciliations in QBO within 10 business days after month-end.
• Upload finalized P&L and Balance Sheet reports to TaxDome using correct naming conventions by the same 10-day deadline.

Accurate Transaction Categorization

• Achieve 98% accuracy in categorizing transactions (correct vendor/payee, chart of accounts, and shareholder distributions/contributions) as verified by internal review or client feedback.
• Limit recategorization to 2% or fewer of monthly transactions.
• Minimize unnecessary client inquiries by leveraging historical data, vendor details, and existing records.
• Review Client Accountable Plans each month; address issues promptly with clients and record related journal entries in every close cycle.

Effective Open-Item Resolution & Client Communication

• Consolidate all missing statements, data, or clarifications into one client communication each month.
• Resolve 100% of open items within 2 business days after clients respond.
• Respond to all client bookkeeping inquiries within 2 business days, clearly documenting follow-up steps.
• Always check the “Notes” and “Communication” tabs in TaxDome to avoid duplicate requests.

Complete & Timely Bank Reconciliations

• Reconcile 100% of client bank, credit card, and loan accounts by the 10-day monthly close deadline.
• Ensure there are zero unmatched or unreconciled transactions older than 30 days (unless pending a client response).

Proactive Internal Communication

• Immediately flag any potential delays impacting the 10-day close timeline to your team or management.
• Provide at least two weeks’ notice for planned absences, and communicate unplanned absences as soon as possible.

Ensure W-9 & 1099 Compliance

• Identify all 1099-eligible transactions; send W-9 requests monthly.
• Follow up on outstanding W-9s each month to ensure timely collection.
• Maintain a well-organized W-9 repository.
• Prepare and issue 1099 forms (NEC/MISC) by the regulatory deadline, documenting them properly for reference.

Consistent Process & Knowledge Improvement

• Champion at least one meaningful process improvement per quarter (e.g., refining QBO rules, adjusting templates, suggesting tools).
• Report any knowledge gaps or unclear procedures to management promptly for guidance.

By achieving these outcomes, you’ll free clients to focus on their businesses while ensuring the firm delivers a top-tier, frictionless accounting experience. Achieving these outcomes will also ensure you receive above-market compensation and annual bonuses.

QUALIFICATIONS

• 3+ years of end-to-end bookkeeping experience for U.S. small businesses (not large companies with separate A/R, A/P, or payroll departments). You’ll communicate directly with firm owners and be responsible for the entire P&L and Balance Sheet.
• Track record of meeting monthly close deadlines (within 10 business days) and reconciling multiple accounts accurately in QuickBooks Online (QBO).
• Bachelor’s degree in Accounting (or equivalent experience).
• Strong knowledge of accounting principles (debits/credits, P&L, Balance Sheet) and compliance requirements (W-9, 1099, etc.).
• Excellent communication skills (written and verbal) with direct client interaction experience; able to consolidate and resolve open items promptly.
• Tech-savvy: Proficient in QBO, Loom/Zoom, TaxDome (the firm’s project management software), and comfortable learning new tools. Training will be provided for TaxDome software.
• Highly organized: Consistently meets deadlines, balances multiple priorities, and maintains detailed records for all client files.
• Ownership & Accountability: Takes responsibility for outcomes, accepts feedback constructively, and adapts to improve.
• Continuous Improvement Mindset: Proactively identifies process enhancements and system improvements to optimize workflow.

ADDITIONAL REQUIREMENTS

• Personal equipment (laptop or desktop computer)
• Reliable, stable, and high-speed internet
• Work Environment: secluded workstation to ensure a private and distraction-free space

FIRM CULTURE

• Honest and Transparent: You have a genuine and open communication style, fostering trust within the team and with clients. You value integrity, consistently providing clear and straightforward information.
• Inquisitive and Proactive: You are fearless in asking insightful questions, and you seek to fully understand the intricacies of tasks and projects. You actively engage with your team, offering valuable recommendations that contribute to enhanced processes and outcomes.
• Strong Work Ethics: You demonstrate a strong commitment to professionalism and integrity in all aspects of your work. You are known for your reliability and diligence, consistently meeting deadlines and delivering high-quality results.
• Committed to Delivering Positive Client Experience: You are a dedicated and client-focused professional with a passion for delivering exceptional customer satisfaction. You go above and beyond to exceed expectations, building lasting relationships and fostering a positive reputation for the company.
• Communicative and Respectful: You foster open dialogue within the team and maintain positive interactions with clients. You bring a collaborative spirit, excellent interpersonal skills, and create a harmonious work environment.
• Passionate and Resilient: You radiate genuine happiness and enthusiasm for your job. Your passion fuels a resilient approach to challenges, viewing failures as invaluable learning experiences. Not only do you find joy in your work, but you also harness setbacks as stepping stones for continuous improvement.