Job Description
Role Overview
We are seeking a client-focused Accountant/Bookkeeper to provide reliable, high-quality
accounting support while serving as a trusted financial partner to our clients. This role is
responsible for maintaining accurate financial records, managing day-to-day accounting
activities, and delivering clear financial insights to support informed business decisions. The
position requires regular communication with clients and collaboration during Pacific Standard
Time (PST) business hours.
Scope of Services & Responsibilities
Accounting & Record Maintenance
● Maintain accurate, complete, and up-to-date accounting records using cloud-based
accounting platforms such as QuickBooks, Xero, Salesforce, and related systems.
● Review, categorize, and post all bank and financial transactions, proactively
communicating with clients to clarify and properly classify ambiguous transactions.
● Record m...