Salary
💰 $35,000 - $40,000 per year
About the role
- Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the U.S.; woman-led, technology-forward
- Support the bookkeeping team by gathering and organizing financial documentation from clients
- Assist in populating and preparing data for upload into accounting systems (primarily QuickBooks Online, possibly Xero)
- Ensure accuracy in reports, uploads, and documentation; export data and identify efficient ways to streamline recurring tasks
- Maintain proper digital records by uploading documentation and entering notes into accounting systems and internal files
- Collaborate with bookkeepers on reconciliations, invoicing, and basic reporting support
- Communicate professionally with clients to request missing information or follow up on open items
- Stay curious and eager to learn, growing skills across accounting platforms and tools
Requirements
- Bookkeeping knowledge, either through real-world experience or focused education
- Familiarity with QuickBooks Online (possibly Xero) and accounting platforms
- Organized and detail oriented
- Strong client-facing communication skills
- Resourceful, eager to learn new technology, and a natural problem-solver