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

Are you looking for an autonomous and flexible work environment that encourages a growth mindset, self-motivation, a passion for learning, personal and professional growth? Our team is committed to going beyond bookkeeping—helping our clients gain deeper visibility into their businesses and empowering them to make informed decisions. and fostering a supportive atmosphere where everyone can grow and succeed.

If this sounds like the kind of place where you’d thrive, we’d love for you to consider this opportunity!

WHAT’S IN IT FOR YOU?

• Competitive salary and perks (depending on experience);
• Enjoy PTO credits, covering vacation, sick leave, and PH holidays;
• Flexible working hours ensuring 3-4 hours overlapping time in Pacific/Eastern Standard Time
• Year-end and performance based bonus
• Remote opportunity! Work at the comfort of your home!;
• Full-time role as Independent Contractor (no BPO involvement);
• Long term opportunity with career growth and advancement;
• Exciting, relationship-based company that genuinely cares about its people and clients;
• All equipment needed to produce a good working environment (computer, monitors, docking station, keyboard, mouse, etc)

CLIENT BACKGROUND

Our client partner is more than just a name—it reflects their mission. Their company name represents “new growth”, perfectly capturing their passion for helping businesses thrive. They specialize in providing clear financial visibility and customized financial solutions for businesses in the medical field, working with Med Spas, Behavioral Health practices, NEMT providers, and other medical offices to help them scale and succeed.

They believe that building a strong foundation is essential for business growth and understand that accurate, reliable financial information is key to making smart, confident decisions. If a business is struggling to understand its financials or feels uncertain about cash flow, our client partner is here to turn those numbers into actionable insights. Their goal is to empower business owners with the knowledge they need to grow and make informed decisions at every step. Above all, they care about their people, providing ongoing support to ensure both personal and professional growth.

DUTIES AND RESPONSIBILITIES

• Manage Inboxes: Monitor and organize emails to ensure all tasks are addressed, including entering transactions into QuickBooks Online (QBO), responding to client inquiries, and completing action items promptly and accurately.
• Direct Written Client Communication: Respond promptly and professionally to client inquiries, ensuring clear, friendly, and helpful communication.
• Multi-Client Workload: Manage the financial accounts of 10-12 assigned clients, providing and implementing solutions to any errors or omissions.
• Maintain Files: Organize and maintain digital accounting records, ensuring documents are accurately categorized, easily accessible, and securely stored.
• Bank & Credit Card Reconciliation: Reconcile company bank and credit card statements with QuickBooks, identifying and resolving discrepancies.
• Accounts Receivable Reconciliation (AR Rec): Ensure customer payments match outstanding invoices or payment processor systems, and resolve any discrepancies.
• Bill Payment (Bill Pay): Process vendor invoices, schedule payments, and ensure timely and accurate classification of expenses.
• Distinguish between paid receipts and unpaid bills to ensure accurate bill payments and prevent underpayment or overpayment to vendors.
• Transaction Recording: Accurately enter daily financial transactions into the accounting system, ensuring proper categorization.
• Data Analysis: Analyze large reports from various sources to extract key insights and create accurate journal entries based on the information.
• W9/1099 Filings: Collect W9 forms from contractors, ensure compliance, and prepare and file 1099 forms with the IRS.
• Accrued Inventory: Record received but unbilled inventory and adjust financial reports to reflect accurate inventory values.
• Other ad-hoc tasks as needed and requested by the client.

PROFESSIONAL DEVELOPMENT OBJECTIVES

• Prepare Financial Statements: Gain the expertise to independently prepare, review, and analyze monthly financial statements, ensuring accuracy, compliance with accounting standards, and delivering valuable insights to clients.’
• Direct Phone or Video Client Communication:
• Train, Lead and Manage Team of Bookkeepers:
• Collaborate with clients to understand their financial goals and challenges, offering strategic recommendations to improve financial performance.
• Lead and facilitate meetings with clients to discuss financial reports, offering guidance and addressing any queries or concerns.
• Streamline accounting processes to enhance efficiency and accuracy in financial reporting.
• Special Projects
• Onboarding Clients

QUALIFICATIONS

• Must be a Certified Public Accountant
• 5 years US accounting (firm) experience
• Proficiency in QBO, Google Drive, Slack,
• Preferred but not required: Clockify, 1Password, Asana, Ramp, Bill.com, Gusto, Loom, ChatGPT, and Gemini
• Excellent verbal and written communication skills for interacting with clients and team members
• Attention to detail and accuracy in bookkeeping
• Ability to work independently with minimal supervision
• Proactive problem-solving approach

ADDITIONAL REQUIREMENTS

• Reliable, stable, and high-speed internet
• Work Environment: with secluded workstation to ensure a private and distraction free space

DESCRIPTION OF IDEAL CANDIDATE

• Determined and Hardworking - You bring unwavering commitment and dedication to your work. With a relentless drive to achieve goals and overcome challenges, you consistently go above and beyond expectations.
• Initiative-Driven Individual: You are self-motivated and consistently go above and beyond the assigned responsibilities. You demonstrate a keen ability to identify opportunities for improvement and take the initiative to implement innovative solutions.
• Highly Accountable - You take full ownership of your responsibilities and actions. You have a strong sense of responsibility, ensuring you meet deadlines and deliver results with utmost dedication and precision.
• Good Work Ethic: You consistently demonstrate diligence, reliability, and a proactive approach to their responsibilities.
• Happy and Friendly - You’re a joy to be around and radiate positivity. You possess a genuine, warm and approachable demeanor that instantly puts others at ease.
• Adaptive Learner and Innovative Thinker - You showcase a remarkable ability to quickly grasp new concepts and stay ahead of emerging trends. Your learning agility is complemented by a keen sense of curiosity, allowing them to navigate dynamic environments effortlessly. You consistently bring fresh and creative perspectives to problem-solving, pushing boundaries and finding inventive solutions.
• 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.

Are you the Senior Bookkeeper we’ve been looking for?

If you’re ready to seize this incredible opportunity, don’t hesitate! Submit your application now!

Are you looking for an autonomous and flexible work environment that encourages a growth mindset, self-motivation, a passion for learning, personal and professional growth? Our team is committed to going beyond bookkeeping—helping our clients gain deeper visibility into their businesses and empowering them to make informed decisions. and fostering a supportive atmosphere where everyone can grow and succeed.

If this sounds like the kind of place where you’d thrive, we’d love for you to consider this opportunity!

WHAT’S IN IT FOR YOU?

• Competitive salary and perks (depending on experience);
• Enjoy PTO credits, covering vacation, sick leave, and PH holidays;
• Flexible working hours ensuring 3-4 hours overlapping time in Pacific/Eastern Standard Time
• Year-end and performance based bonus
• Remote opportunity! Work at the comfort of your home!;
• Full-time role as Independent Contractor (no BPO involvement);
• Long term opportunity with career growth and advancement;
• Exciting, relationship-based company that genuinely cares about its people and clients;
• All equipment needed to produce a good working environment (computer, monitors, docking station, keyboard, mouse, etc)

CLIENT BACKGROUND

Our client partner is more than just a name—it reflects their mission. Their company name represents “new growth”, perfectly capturing their passion for helping businesses thrive. They specialize in providing clear financial visibility and customized financial solutions for businesses in the medical field, working with Med Spas, Behavioral Health practices, NEMT providers, and other medical offices to help them scale and succeed.

They believe that building a strong foundation is essential for business growth and understand that accurate, reliable financial information is key to making smart, confident decisions. If a business is struggling to understand its financials or feels uncertain about cash flow, our client partner is here to turn those numbers into actionable insights. Their goal is to empower business owners with the knowledge they need to grow and make informed decisions at every step. Above all, they care about their people, providing ongoing support to ensure both personal and professional growth.

DUTIES AND RESPONSIBILITIES

• Manage Inboxes: Monitor and organize emails to ensure all tasks are addressed, including entering transactions into QuickBooks Online (QBO), responding to client inquiries, and completing action items promptly and accurately.
• Direct Written Client Communication: Respond promptly and professionally to client inquiries, ensuring clear, friendly, and helpful communication.
• Multi-Client Workload: Manage the financial accounts of 10-12 assigned clients, providing and implementing solutions to any errors or omissions.
• Maintain Files: Organize and maintain digital accounting records, ensuring documents are accurately categorized, easily accessible, and securely stored.
• Bank & Credit Card Reconciliation: Reconcile company bank and credit card statements with QuickBooks, identifying and resolving discrepancies.
• Accounts Receivable Reconciliation (AR Rec): Ensure customer payments match outstanding invoices or payment processor systems, and resolve any discrepancies.
• Bill Payment (Bill Pay): Process vendor invoices, schedule payments, and ensure timely and accurate classification of expenses.
• Distinguish between paid receipts and unpaid bills to ensure accurate bill payments and prevent underpayment or overpayment to vendors.
• Transaction Recording: Accurately enter daily financial transactions into the accounting system, ensuring proper categorization.
• Data Analysis: Analyze large reports from various sources to extract key insights and create accurate journal entries based on the information.
• W9/1099 Filings: Collect W9 forms from contractors, ensure compliance, and prepare and file 1099 forms with the IRS.
• Accrued Inventory: Record received but unbilled inventory and adjust financial reports to reflect accurate inventory values.
• Other ad-hoc tasks as needed and requested by the client.

PROFESSIONAL DEVELOPMENT OBJECTIVES

• Prepare Financial Statements: Gain the expertise to independently prepare, review, and analyze monthly financial statements, ensuring accuracy, compliance with accounting standards, and delivering valuable insights to clients.’
• Direct Phone or Video Client Communication:
• Train, Lead and Manage Team of Bookkeepers:
• Collaborate with clients to understand their financial goals and challenges, offering strategic recommendations to improve financial performance.
• Lead and facilitate meetings with clients to discuss financial reports, offering guidance and addressing any queries or concerns.
• Streamline accounting processes to enhance efficiency and accuracy in financial reporting.
• Special Projects
• Onboarding Clients

QUALIFICATIONS

• Must be a Certified Public Accountant
• 5 years US accounting (firm) experience
• Proficiency in QBO, Google Drive, Slack,
• Preferred but not required: Clockify, 1Password, Asana, Ramp, Bill.com, Gusto, Loom, ChatGPT, and Gemini
• Excellent verbal and written communication skills for interacting with clients and team members
• Attention to detail and accuracy in bookkeeping
• Ability to work independently with minimal supervision
• Proactive problem-solving approach

ADDITIONAL REQUIREMENTS

• Reliable, stable, and high-speed internet
• Work Environment: with secluded workstation to ensure a private and distraction free space

DESCRIPTION OF IDEAL CANDIDATE

• Determined and Hardworking - You bring unwavering commitment and dedication to your work. With a relentless drive to achieve goals and overcome challenges, you consistently go above and beyond expectations.
• Initiative-Driven Individual: You are self-motivated and consistently go above and beyond the assigned responsibilities. You demonstrate a keen ability to identify opportunities for improvement and take the initiative to implement innovative solutions.
• Highly Accountable - You take full ownership of your responsibilities and actions. You have a strong sense of responsibility, ensuring you meet deadlines and deliver results with utmost dedication and precision.
• Good Work Ethic: You consistently demonstrate diligence, reliability, and a proactive approach to their responsibilities.
• Happy and Friendly - You’re a joy to be around and radiate positivity. You possess a genuine, warm and approachable demeanor that instantly puts others at ease.
• Adaptive Learner and Innovative Thinker - You showcase a remarkable ability to quickly grasp new concepts and stay ahead of emerging trends. Your learning agility is complemented by a keen sense of curiosity, allowing them to navigate dynamic environments effortlessly. You consistently bring fresh and creative perspectives to problem-solving, pushing boundaries and finding inventive solutions.
• 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.

Are you the Senior Bookkeeper we’ve been looking for?

If you’re ready to seize this incredible opportunity, don’t hesitate! Submit your application now!