Remote Bookkeeper

Overview

The Remote Bookkeeper will manage financial records for small businesses, ensuring accuracy and providing client support.

In Short

• Bookkeeping and account management tasks including categorizing transactions and reconciling accounts.
• Identify discrepancies and make necessary adjustments to accounts.
• Conduct monthly reviews to ensure financial accuracy.
• Serve as the primary contact for assigned clients.
• Provide clear and empathetic guidance via chat, email, and phone.
• Build relationships with small business owners.
• Proactively identify and resolve issues.
• Take ownership of client satisfaction and deliverables.
• Collaborate with teams using tools like Bench App, Salesforce, and Slack.
• Must work North American business hours.

Requirements

• 2+ years of U.S. bookkeeping or tax filing experience.
• Strong communication skills and customer service mindset.
• Proficiency in QuickBooks, Xero, or similar software.
• Meticulous attention to detail and a proactive attitude.
• Degree in Accounting, Finance, or related field (or equivalent experience).
• Must be based in Mexico City area.
• Must meet minimum hardware and internet requirements.

Benefits

• Remote-first flexibility.
• A collaborative, tech-savvy, and growth-oriented team.
• Continuous learning and development opportunities.