Bookkeeper

Posted 03/20/2024 By Katie OConnell

A boutique consulting firm on the South Shore is looking for a bookkeeper to join their growing team! We are looking for someone who can juggle multiple priorities and switch gears quickly, partnering with several clients including both small businesses and larger corporations.

Responsibilities:

  • Recording financial transactions such as purchases, sales, receipts, and payments.
  • Maintaining accurate and up-to-date ledgers and journals for each client.
  • Reconciling bank statements and accounts to ensure accuracy.
  • Generating financial reports like income statements, balance sheets, and cash flow statements.
  • Process accounts payable and receivable.
  • Regularly liaising with clients to gather financial data and understand their specific needs.
  • Providing financial insights and advice to clients based on their financial statements and reports.
  • Addressing any inquiries or concerns from clients regarding their financial records.
  • Offering consulting services related to financial management, budgeting, and forecasting.
  • Analyzing financial data to identify trends, opportunities, and areas for improvement.
  • Developing strategies to optimize clients' financial performance and achieve their business goals.
  • Handling tax-related tasks such as preparing tax returns and providing documentation for audits.
  • Keeping abreast of changes in accounting rules and regulations that may impact clients' financial operations.
  • Efficiently managing your time and workload to effectively serve multiple clients simultaneously.
  • Prioritizing tasks based on deadlines and client requirements to ensure timely delivery of services.

Qualifications:

QuickBooks desktop and online required.

Maintaining strict confidentiality regarding clients' financial information and sensitive data.

Adhering to ethical standards and ensuring the integrity and accuracy of financial records.

Want more information?

Complete the form below and Katie will follow up with you to discuss this position, or you can call her at 508-732-7218.

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