ConnectCPA LLP

Bookkeeper

• Coordinate the handoff of bookkeeping files from the previous bookkeeper to the future bookkeeper
• Clean up bookkeeping files when required
• Review the bookkeeping process and client cadence
• Implement or adjust bookkeeping processes
• Create and maintain thorough process documentation
• Correspond with clients to ensure bookkeeping is maintained and build processes and procedures
• Monitor the incoming bookkeeper’s progress during transitions
• Communicate transition progress and transfer bookkeeping processes, procedural knowledge, and documentation to the senior bookkeeper
• Perform ad-hoc catch-up bookkeeping for non-bookkeeping clients
• Provide absence and vacation coverage for existing bookkeepers when necessary
• Perform catch-up bookkeeping for new clients when necessary
• Train bookkeepers to transition over accounts

Transition Associate – Bookkeeping