Job Summary
We are looking for an experienced, highly organized QuickBooks Bookkeeper to manage full-cycle bookkeeping for multiple small-to-medium business clients simultaneously. You will work remotely, using QuickBooks Online (and occasionally Desktop) to maintain clean, accurate books for each client while delivering timely financial reports, reconciliations, and support. This role suits someone who thrives on variety, strong time management, client communication, and handling 825+ client accounts efficiently.
Key Responsibilities
- Manage full-cycle bookkeeping for multiple clients (typically 1025 accounts) in QuickBooks Online
- Record and categorize daily transactions (income, expenses, bill payments, customer payments, owner draws/contributions) across all client accounts
- Handle accounts payable enter vendor bills, schedule & process payments, track aging
- Manage accounts receivable create & send professional invoices, record payments, send statements, follow up on overdue balances
- Perform monthly bank, credit card, and loan reconciliations for each client and quickly resolve discrepancies
- Process payroll (via QuickBooks Payroll, Gusto, ADP, or similar) and prepare related tax filings / reports as needed
- Prepare and post adjusting journal entries (accruals, depreciation, prepayments, intercompany transactions, etc.)
- Run and review key monthly reports for each client: Profit & Loss, Balance Sheet, Cash Flow, A/R & A/P Aging, General Ledger detail
- Deliver client-ready monthly financial packages (reports + commentary) via email, shared drive, or client portal
- Maintain separate, organized digital records and documentation for every client
- Communicate proactively with clients answer questions, request missing documents, explain financial results, and provide basic advisory insights
- Switch efficiently between client accounts using QuickBooks Online Accountant (QBOA) dashboard or multi-company login
- Track client-specific deadlines (sales tax, payroll taxes, 1099s, year-end close) and ensure timely completion
- Identify and fix bookkeeping errors, cleanup old transactions, and improve client chart of accounts when needed
- Assist with year-end close, 1099 preparation, and coordination with clients CPAs / tax preparers
- Stay current with QuickBooks updates, best practices, and basic tax/compliance changes
Required Qualifications & Skills
- 37+ years of active bookkeeping experience, with at least 2 years handling multiple clients simultaneously
- Advanced proficiency in QuickBooks Online (QBO ProAdvisor certification strongly preferred)
- Solid experience using QuickBooks Online Accountant (QBOA) to manage multiple client books from one login
- Proven ability to organize and prioritize work across 10+ clients without dropping deadlines
- Strong understanding of accounting fundamentals (double-entry, accrual vs cash basis, chart of accounts setup)
- Experience with bank/credit card reconciliations, A/P, A/R, payroll, and monthly reporting across different industries
- Excellent written and verbal client communication skills (professional, clear, patient)
- Very strong attention to detail and commitment to 100% accuracy
- Comfortable working independently and managing your own schedule
- Proficient in Google Workspace / Microsoft 365, secure file sharing (Google Drive, Dropbox, OneDrive, etc.)
Highly Valued (but not always required)
- QuickBooks Online ProAdvisor or Advanced Certification
- Experience with multi-entity or multi-location businesses in QuickBooks
- Familiarity with integrated tools: Bill.com, Melio, Hubdoc, Expensify, Shopify, Stripe, Gusto, Wagepoint, etc.
- Experience preparing 1099s, sales tax filings, or basic multi-currency transactions
- Previous work as a virtual bookkeeper, freelance bookkeeper, or in an accounting firm
- Industry-specific knowledge (e.g., e-commerce, real estate, contractors, professional services, restaurants, nonprofits)
