Bookkeeper for Ongoing Monthly QuickBooks Reconciliation (Tax Deduction Knowledge a Bonus)


We are seeking a reliable and detail-oriented bookkeeper to handle the ongoing monthly reconciliation of our QuickBooks account. This is an ongoing month-to-month role, so please only apply if you have the bandwidth for consistent monthly work. The ideal candidate will be proficient in QuickBooks, accurate with financial transactions, and able to provide timely reports. Responsibilities: Reconcile monthly bank statements with QuickBooks accounts Categorize and record transactions accurately Provide clear, accurate, and timely financial reports at the end of each month (via QB) Work with our team to address discrepancies and ensure accuracy Offer guidance on tax-deductible categories and assist in ensuring proper categorization of expenses Meet a locked-in due date for each month’s reconciliation, typically by the 5th of the following month Requirements: Proven experience as a bookkeeper, specifically with QuickBooks Strong attention to detail and accuracy Ability to meet monthly deadlines and work independently Familiarity with tax-deductible categories (bonus) Excellent communication skills Preferred: Experience working with small businesses and S-Corp structures Knowledge of financial reports and tax filing procedures Please Note: We would love to know your monthly charge for handling our business account separately from your fee for managing the personal account. Please include this information in your application. This is an ongoing, long-term opportunity for the right candidate, so please only apply if you have the availability and consistency to manage monthly tasks. P.S. Our previous bookkeeper left us with numerous missing transactions and incorrectly categorized entries. To avoid this, we’re looking for someone highly organized and detail-oriented who can ensure all transactions are accurately reconciled without us having to cross-check for errors.

Keyword: Business Consulting

Balance Sheet Accounts Receivable Cash Flow Statement Accounting Basics Accounting Software Bookkeeping Intuit QuickBooks Bank Reconciliation Financial Accounting Accounting

 

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