Bookkeeper & Client Success Lead (QuickBooks Online)

Bookkeeper & Client Success Lead (QuickBooks Online)

Full-Time | Remote

9:00 a.m. 5:00 p.m. Hawaii Standard Time

Naha Stone Hawaii-Based Accounting Firm

About Naha Stone

Naha Stone is not a typical accounting firm.

We serve micro and small businesses in Hawaii and Las Vegas with one core belief: financial clarity and elite service change businesses. Our clients trust us with their numbers, but more importantly, they trust us with their livelihood.

Our standard is simple we aim to be the Ritz-Carlton of accounting firms when it comes to customer service. That means proactive communication, extreme ownership, precision, and professionalism at every touchpoint.

We are building a team of operators not task-doers.

The Role

We are hiring a Bookkeeper & Client Success Lead to manage a portfolio of 1015 clients inside QuickBooks Online.

This is not a back-office position.

You will own your client relationships. You will own the accuracy of the books. You will own the monthly close. You will own the communication.

We are looking for Delta-level operators individuals who:

• Take initiative without being told
• Solve problems before escalating
• Figure things out independently
• Meet deadlines without reminders
• Maintain composure under pressure
• Deliver excellence consistently

We are looking for someone who is able to start immediately and step into a structured system with confidence.

If you require constant direction, this is not the role for you.

If you take pride in precision and accountability, you will thrive here.

Technology Stack

• QuickBooks Online (QBO)
• Karbon (practice management)
• Double (formerly Keeper) for structured monthly close workflows

Our systems are disciplined. Execution matters.

Core Responsibilities

Daily Execution

• Perform daily bank feed clearing in QuickBooks Online
• Maintain accurate and consistent transaction categorization
• Identify and resolve uncategorized transactions proactively
• Ensure bank feeds remain connected
• Maintain clean, tax-ready books at all times

Structured Monthly Close 5 / 10 / 15 / 20 System

By the 5th

All bank and credit card statements are collected.

By the 10th

All reconciliations are completed and discrepancies resolved.

By the 15th

Sales tax is prepared and delivered for review.

By the 20th

Final financial statements are delivered:

• Profit & Loss
• Balance Sheet
• Cash Flow (if applicable)

No extensions. No excuses. Clean execution.

All close procedures are managed inside Double.

Client Success & Communication

You are the primary point of contact for your clients.

Client success means:

• Texting clients when necessary
• Email communication
• Conducting monthly Zoom meetings (minimum one per client per month)
• Being available for calls when clients need clarification
• Proactively collecting documents
• Ensuring feeds are connected
• Clarifying transactions
• Providing confident, professional explanations

We do not wait for clients to chase us. We lead.

Our clients should feel like they are receiving concierge-level service organized, responsive, and thoughtful.

This is where we separate ourselves from ordinary firms.

What We Expect

• 2+ years of US bookkeeping experience
• Strong mastery of QuickBooks Online
• Experience managing multiple clients simultaneously
• Strong reconciliation and financial reporting skills
• Clear and confident English communication
• Comfort on Zoom and phone calls
• Ability to work 9:00 a.m. 5:00 p.m. Pacific Standard Time
• Ownership mentality

Most importantly, we expect maturity, discipline, and follow-through.

What Success Looks Like

• Bank feeds cleared daily
• Reconciliations completed by the 10th
• Sales tax prepared by the 15th
• Financials delivered by the 20th
• Monthly Zoom calls completed
• Clients feel supported and confident
• Books remain tax-ready year-round

At Naha Stone, we are building something elite. Not loud. Not flashy. Elite.

• If you operate at the top of your game, take ownership without supervision, and are ready to start immediately, we encourage you to apply.