Bookkeeper/Staff Accountant

The Bookkeeper Staff Accountant is a comprehensive financial role that combines meticulous transactional bookkeeping with analytical accounting functions. This position serves as the financial operations backbone, ensuring accurate day-to-day records, regulatory compliance, and timely financial insights that support strategic decision-making. The ideal candidate will demonstrate both precision in execution and analytical thinking for continuous improvement of financial processes.

Duties & Responsibilities

Core Bookkeeping & Transaction Management

• Categorize and post all financial transactions accurately using QuickBooks Online and other accounting software.


• Process and manage accounts payable and accounts receivable workflows.


• Handle invoicing, customer payments, and systematic collections follow-up.


• Perform daily bank account and credit card statement reconciliations.
  

Financial Reporting & Month-End Close

• Prepare and post journal entries for accruals, prepaid expenses, and other adjustments.


• Support month-end, quarter-end, and year-end close processes.
  


• Set up and maintain proper sales tax rates in accounting systems.


• Generate internal financial statements, performance dashboards, and management reports.


• Reconcile general ledger accounts and ensure accurate reporting of income, expenses, and balance sheet items.
  

Payroll & Compliance Management

• Process payroll with accuracy and timeliness, ensuring proper documentation.
  


• Maintain compliance with local, state, and federal financial reporting requirements.


• Support audit preparation and coordinate with external accountants and tax professionals.


• Ensure adherence to Generally Accepted Accounting Principles (GAAP).

Strategic Support & Process Improvement

• Analyze financial performance trends and provide insights to support business decisions.


• Recommend and implement financial process improvements and internal controls.
  


• Assist with contract review and financial obligation tracking.
  

Required Education & Experience

• Bachelor's degree in Accounting, Finance, Business Administration, or related field (or equivalent professional experience).


• Minimum 3-5 years of progressive experience in bookkeeping and accounting roles.


• Experience in small to medium-sized businesses, consulting, or service-based environments preferred.

What Success Looks Like

• Cash Flow is well-monitored with early warning on issues
  


• Financial statements provide leadership with timely, actionable insight.
  


• Payroll and tax filings are error-free and compliant.

Comprehensive Benefits Package

We offer a competitive benefits package that includes immediate health, dental (company-paid for individuals), and vision insurance coverage, a life insurance policy, PTO, paid holidays (including your birthday), and a 401(k) plan with a 3% employer match.