Quickbooks Advisor

Quickbooks Advisor

We are currently looking for a self-motivated bookkeeper to help manage the accounting and finance back-office operations of our clients’ businesses.


  • Gross profit generation - Contribute gross profit as follows:
    • 1st month: $2,200
    • 2nd month: $3,000
    • 3rd month on: $3,300 or more
  • On-time delivery - Financial statements are to be delivered to clients by the 15th of each month, except as dictated by the client
  • Quickbooks Online - Thorough understanding of QuickBooks Online and maintenance of current QuickBooks certifications
  • Microsoft - Thorough understanding of Microsoft Excel, Word, and other programs
  • Utilization rate - Greater than 85 percent  Realization rate - Greater than 90 percent
  • Training - Responsible for initial and ongoing training for new bookkeeping team members
  • Development - Expected to pursue constant personal and professional improvement
  • Community service - Spearhead the firm's quarterly community service efforts. Coordinate directly with Executive Directors of not-for-profits to set up dates and activities and internal preparations.


Primary Job Functions:
  • Record day-to-day financial transactions and complete the posting process
  • Enter data, maintain records and prepare reports and financial statements
  • Process accounts receivable/payable and handles payroll promptly
  • Prepare, maintain, and close purchase orders
  • Process vendor and supplier invoices
  • Prepare and post journal entries
  • Prepare sales tax reports
  • GL account reconciliations
  • Prepare accrual entries


Internal and external special projects Skills:
  • 3 to 5 years of bookkeeping experience
  • Ability to handle multiple accounts at one time and remain organized without direct supervision
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Proven ability to calculate, post and manage accounting figures and financial records
  • Proficiency in MS Office and Excel
  • Customer service orientated
  • Ability to negotiate for a positive outcome
  • A high degree of accuracy and attention to detail
  • Ability to work independently and with a team
  • Excellent verbal and written communication skills
  • Must be fast-paced and be able to meet tight deadlines


  • Associate’s Degree in a Business related field Willing to become Quickbooks Certified within 3 months of employment Preferred:
  • Education: Bachelor’s degree in Business or Accounting
  • Quickbooks Certified Work location: Work remotely or at a client’s offices