Bookkeeping & Customer Support Specialist - Remote

Overview

We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients, primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.

In Short

• Transaction management and reconciliation for client accounts.
• Respond to client inquiries and provide bookkeeping support.
• Maintain accurate financial records and documentation.
• Review bookkeeping work for compliance and quality assurance.
• Handle customer communication with empathy and professionalism.
• Work asynchronously within U.S. time zones.
• Flexible hours required during peak tax seasons.
• Familiarity with accounting principles and software.
• Document customer interactions in the support system.
• Collaborate with clients and escalate complex issues as necessary.

Requirements

• Prior bookkeeping experience (any level).
• Strong English fluency (written and verbal).
• Customer service experience is essential.
• Excellent attention to detail and problem-solving skills.
• Empathetic and people-oriented communication style.
• Comfortable working asynchronously.
• Willingness to learn proprietary bookkeeping systems.
• Experience with large accounting firms is a plus.

Benefits

• Training provided on internal tools.
• Flexible work schedule.
• Opportunity to work with U.S.-based clients.
• Gain experience in bookkeeping and customer support.