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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-cycle bookkeeping, including proficiency in QuickBooks Online for reconciliations, invoicing, and payroll management. Strong attention to detail and effective communication skills are essential for maintaining accurate financial records and collaborating with clients and vendors.
Highest-signal resume keywords
Full-Cycle BookkeepingQuickBooks OnlineInvoicing and Accounts ReceivableUS Payroll InputsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank ReconciliationAccounts PayableAccounts ReceivablePayroll ProcessingFinancial ReportingSOP DocumentationData EntryVendor ManagementPayment ProcessingBank Feeds Management
Soft Skills
Strong Written CommunicationProblem-SolvingTime ManagementAttention to DetailClient Interaction
Tools & Technologies
QuickBooks OnlineADPGustoNickel
Certifications & Qualifications
QuickBooks Online ProAdvisor
Industry Keywords
Digital AgencyProfessional ServicesUS Small BusinessesW-2 Workers1099 Workers
About the role
Key responsibilities & impact- Own the day-to-day books for a growing digital agency
- Reconcile every bank and credit card account in QuickBooks Online weekly and at month-end
- Complete weekly reconciliations every Monday so QBO balances match actual bank statements
- Catch and flag discrepancies such as missing deposits, duplicates, or wrong amounts the same day
- Trace unusual transactions back to the bank, invoice, or contract before posting; obtain leadership approval for journal entries
- Deliver a monthly P&L, balance sheet, and AR aging by the 10th, with every account reconciled and nothing left in Uncategorized or Ask My Accountant
- Keep the books clean and ready for the CPA's quarterly review
- Own monthly invoicing for all recurring clients through Nickel, sent on the 1st of every month
- Issue one-time project invoices as new contracts are signed
- Track open invoices and send payment reminders on anything 15+ days past due
- Apply payments to the correct invoices
- Enter vendor bills, schedule payments, and keep vendor records current
- Pay vendors on time with zero late fees or penalties
- Collect contractor hours, rate changes, and new-hire details for each biweekly payroll cycle
- Submit and confirm payroll inputs before every ADP deadline
- Build and maintain written SOPs for recurring processes
- Use QBO bank rules, templates, and available tools to resolve routine issues independently
- Respond to client, vendor, and team questions within one business day
- Escalate only items requiring a decision, with research already done
Requirements
What you’ll need- 3+ years of full-cycle bookkeeping for US small businesses
- Daily, hands-on experience in QuickBooks Online, including bank feeds, bank rules, and reconciliations
- Experience with invoicing, AR collections, and AP for a service business
- Familiarity with US payroll inputs (W-2 and 1099 workers) and a provider like ADP or Gusto
- Strong written English for client and vendor emails
- Proven attention to detail and a habit of documenting your work
- Preferred: Experience with Nickel or similar invoicing and payments platforms
- Preferred: Experience supporting a digital agency or professional services firm
- Preferred: Experience working alongside an outside CPA on quarterly reviews and year-end
- Preferred: QuickBooks Online ProAdvisor certification
- Preferred: Experience writing SOPs or process documentation