Customer Service Bookkeeper - Remote

Overview

This role involves bookkeeping and account management, serving as the main point of contact for clients, and ensuring high-quality customer service while working remotely.

In Short

• Accurately categorize transactions and reconcile accounts.
• Identify and resolve discrepancies with attention to detail.
• Conduct monthly financial reviews for clients.
• Serve as the main point of contact for small business clients.
• Provide empathetic and clear communication across various channels.
• Build strong relationships by explaining financial information clearly.
• Proactively identify and resolve client concerns.
• Own the client experience from start to finish.
• Collaborate with internal teams using tools like Salesforce and Slack.
• Work during North American business hours.

Requirements

• 1+ year of experience in bookkeeping, auditing, or tax preparation.
• 2+ years of customer-facing or client service experience.
• Excellent spoken and written English proficiency.
• Strong customer service mindset.
• Proficiency in QuickBooks, Xero, or similar software.
• High attention to detail and strong problem-solving skills.
• Degree in Accounting, Finance, or related field.

Benefits

• 100% remote-first flexibility.
• A collaborative and people-focused culture.
• Ongoing learning and development opportunities.