crete-professionals-alliance - Bookkeeping Division Specialist
Requirements
• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred • Strong proficiency in QuickBooks Online required • Experience with financial reporting, reconciliations, and month-end close processes • Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously • Excellent written and verbal communication skills • Ability to work independently in a fully remote, high-accountability environment • Strong attention to detail and commitment to accuracy • Experience with workflow systems such as XCM or similar platforms is a plus • Client-service-oriented mindset with strong professionalism and responsiveness • What Makes Someone Successful Here • The professionals who thrive in this environment are: • Relationship-driven • Organized and detail-oriented • Proactive communicators • Adaptable and solutions-focused • Team-oriented collaborators • Client-focused professionals • Self-motivated and accountable
Responsibilities
• Client Relationship Management • Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness. • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up. • Build and maintain strong client relationships through professionalism, organization, and consultative support. • Participate in quarterly client conversations focused on operational and financial discussions. • Bookkeeping & Financial Reporting • Manage at minimum 10 full-service bookkeeping client relationships. • Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance. • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts. • Prepare and finalize monthly financial reporting packages and supporting documentation. • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions. • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports. • Client Onboarding & Implementation • Assist with onboarding new clients, including: • QuickBooks Online setup • Chart of accounts implementation • Account linking and integrations • Initial bookkeeping cleanup and reconciliations • Participate in onboarding meetings and ensure all required documentation and access requests are completed timely. • Workflow & Process Management • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines. • Maintain organized documentation, reporting templates, and financial records. • Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division. • Team Collaboration & Communication • Attend team meetings, training sessions, and monthly webinars. • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery. • Escalate workflow concerns or capacity challenges proactively to leadership.
Benefits
• A competitive compensation and benefits package is offered to support both professional success and personal well-being. • 401(k) with company match • Medical, Dental, and Vision insurance • Paid time off and company holidays • Flexible scheduling • Continuing education and professional development support • Paid training opportunities • Opportunities for advancement and career growth • Fully remote work environment • This firm is intentionally building a modern accounting and advisory organization where talented professionals can do meaningful, high-impact work without sacrificing flexibility, culture, or quality of life. • The total rewards package at Current includes base salary, bonus, and benefits. • Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. • We provide a robust benefits package, including: • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) • Company-Paid Life and Long-Term Disability Insurance • Ancillary Benefits such as supplemental life insurance and short-term disability options • Classic Safe Harbor 401(k) Plan with employer contributions • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning • EQUAL OPPORTUNITY
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