breakwater accounting + advisory corp

Bookkeeping Assistant

breakwater accounting + advisory corp

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $35,000 - $40,000 per year

Job Level

Mid-LevelSenior

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