Bookkeeping Division Specialist

Crete Professionals Alliance

. Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.

Posted 6/3/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
Build and maintain strong client relationships through professionalism, organization, and consultative support.
Participate in quarterly client conversations focused on operational and financial discussions.
Manage at minimum 10 full-service bookkeeping client relationships.
Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
Prepare and finalize monthly financial reporting packages and supporting documentation.
Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, account linking and integrations, initial bookkeeping cleanup and reconciliations.
Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
Attend team meetings, training sessions, and monthly webinars.
Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
Escalate workflow concerns or capacity challenges proactively to leadership.

Requirements

What you’ll need

2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
Strong proficiency in QuickBooks Online required
Experience with financial reporting, reconciliations, and month-end close processes
Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously
Excellent written and verbal communication skills
Ability to work independently in a fully remote, high-accountability environment
Strong attention to detail and commitment to accuracy
Experience with workflow systems such as XCM or similar platforms is a plus
Client-service-oriented mindset with strong professionalism and responsiveness

Benefits

Comp & perks

401(k) with company match
Medical, Dental, and Vision insurance
Paid time off and company holidays
Flexible scheduling
Continuing education and professional development support
Paid training opportunities
Opportunities for advancement and career growth
Fully remote work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

bookkeepingaccounting supportfinancial reportingreconciliationsmonth-end close processesQuickBooks Onlineaccount maintenancemonthly financial reportingonboardingchart of accounts implementation

Soft Skills

organizational skillstime-management skillswritten communicationverbal communicationattention to detailprofessionalismresponsivenessclient-service orientationindependenceconsultative support