Related skills
accounting onboarding bookkeeping📋 Description
- Meet month-end service delivery deadlines for dedicated accounts, delivering completed and reconciled books.
- Guide customers through a white-glove onboarding journey and ensure books are complete after onboarding.
- Answer client questions on financial statements, COA cleanup, and A/P/A/R issues.
- Assist with merchant services and third-party interactions as needed.
- Foster exceptional customer experiences with timely follow-ups.
🎯 Requirements
- 1-3+ years of U.S. bookkeeping/accounting for SMBs.
- Month-end close, journal entries, reconciliations, A/P/A/R.
- Consolidation and preparation of financial statements.
- Bachelor’s degree in Accounting or Finance or equivalent; QBO Proadvisor is a plus.
- Strong written and verbal communication; client-focused.
- Self-starter, independent thinker; strong problem-solving.
- Interest or experience in home service trades is a plus.
🎁 Benefits
- Remote-friendly role with a global team.
- Inclusive, equal-opportunity employer.
- Exposure to fintech products including payments and banking.
- Career growth opportunities within Housecall Pro.
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