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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping, including maintaining accurate financial records, reconciling accounts, and preparing financial reports. Proficient in QuickBooks and GAAP standards, with strong attention to detail and the ability to manage payroll processes and cash flow forecasting.
Highest-signal resume keywords
Bookkeeping ExperienceGAAP Standards KnowledgeCPA CertificationQuickBooks ProficiencyPayroll Processing Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAccount ReconciliationFinancial ReportingPayroll ProcessingBudgetingCash Flow TrackingExpense TrackingChart of Accounts ManagementInvoice ReviewTax Documentation
Soft Skills
Attention to DetailWritten CommunicationIndependenceProfessionalismIntegrity
Tools & Technologies
QuickBooksQuickBooks Workforce Premium/EliteMicrosoft ExcelGoogle SheetsFinancial Platforms
Certifications & Qualifications
CPA Certification
Industry Keywords
Accounts PayableAccounts ReceivableFinancial TrendsService-Based BusinessSOP Documentation
About the role
Key responsibilities & impact- Maintain accurate and organized financial records
- Reconcile bank, credit card, and other financial accounts
- Categorize transactions and maintain the chart of accounts in QuickBooks or similar software
- Maintain customer and vendor records
- Track accounts payable and accounts receivable
- Review invoices, track bill payments, and follow up on outstanding items
- Identify missing information, unusual transactions, discrepancies, and errors
- Manage daily bookkeeping activities across accounting, payroll, billing, reporting, and spreadsheet platforms
- Troubleshoot basic software and data-entry issues
- Process payroll or support the payroll process, including hours, contractor payments, deadlines, deductions, and reporting
- Prepare monthly, quarterly, and annual financial reports for leadership
- Prepare financial records and statements for CPA and tax review
- Organize documentation for tax filings, audits, and CPA requests
- Track expenses against budgets and flag variances
- Monitor upcoming bills, recurring expenses, contractor payments, and payroll obligations
- Maintain short-term cash flow forecasts
- Alert leadership to cash flow, spending, and payment-timing concerns
- Provide updates on financial trends affecting the business
- Identify financial issues early and communicate discrepancies to leadership
- Complete responsibilities independently and meet deadlines
- Recommend improvements to bookkeeping processes and financial workflows
Requirements
What you’ll need- 3+ years of professional bookkeeping experience
- Strong knowledge and practical understanding of GAAP standards
- CPA-certified
- Hands-on experience with QuickBooks or similar accounting software
- Experience using QuickBooks Workforce Premium/Elite, particularly for payroll and billable-hours invoicing
- Strong understanding of bookkeeping principles and account reconciliation
- Experience with accounts payable and accounts receivable
- Experience processing or supporting payroll
- Ability to prepare organized financial records for CPA, tax, or audit review
- Comfortable using financial platforms, spreadsheets, and online business tools
- Ability to work independently and manage deadlines with minimal supervision
- Strong attention to detail and ability to identify errors and inconsistencies
- Strong written communication skills
- High level of confidentiality, professionalism, and integrity
- Intermediate proficiency in Microsoft Excel or Google Sheets
- Preferred: experience supporting a U.S.-based small or service-based business
- Preferred: previous experience working remotely with U.S. or international teams
- Preferred: experience with recurring billing, contractor payments, or service agreements
- Preferred: familiarity with budgeting, forecasting, and cash flow tracking
- Preferred: experience documenting bookkeeping processes or creating SOPs
Benefits
Comp & perks- Remote work arrangement
- Full-time independent contractor engagement
- U.S. Eastern Hours schedule