Posted 03/26/2024 By Jennifer Keane

Discover the perfect blend of tradition and innovation at our esteemed investment firm nestled in charming Weymouth. As we embark on a journey of growth and expansion, we're thrilled to introduce a new opportunity: join us as a Bookkeeper and become an integral part of our dedicated team.

In this role, you'll play a pivotal role in managing our financial records, ensuring accuracy, and supporting the seamless operation of our firm. Leveraging your expertise, you'll help us maintain financial transparency and compliance, driving our success forward.

And here's the exciting part – after 90 days, you'll have the opportunity to embrace the flexibility of a hybrid work schedule, balancing remote work with valuable in-person collaboration. Enjoy the freedom to thrive in a role that offers both autonomy and support, all while contributing to our collective vision of excellence.

Join us in Weymouth, where tradition meets innovation, and together, let's shape the future of finance while enjoying the picturesque beauty and community spirit of this historic coastal town."


  1. Manage accounts payable and accounts receivable processes, including processing invoices, issuing payments, and reconciling vendor statements.
  2. Maintain accurate financial records using accounting software (e.g., QuickBooks) and ensure compliance with relevant accounting standards.
  3. Reconcile bank and credit card statements on a monthly basis to ensure accuracy and identify any discrepancies.
  4. Prepare monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow statements.
  5. Assist with budgeting and forecasting processes to support strategic decision-making by management.
  6. Monitor cash flow and prepare cash flow projections to ensure adequate liquidity for day-to-day operations.
  7. Coordinate with external accountants to support year-end financial audits and tax filings.
  8. Assist with payroll processing and ensure compliance with payroll tax regulations and reporting requirements.
  9. Provide financial information and support to management as needed to facilitate business decision-making.
  10. Stay informed about changes in accounting standards and regulations and implement any necessary updates to accounting processes and procedures.


  1. Bachelor's degree in Accounting, Finance, or related field preferred.
  2. Minimum of 2-3 years of experience in bookkeeping or accounting roles, preferably in a professional services environment.
  3. Proficiency with accounting software, such as QuickBooks or Xero, and Microsoft Excel.
  4. Strong understanding of accounting principles and practices, including GAAP.
  5. Excellent organizational skills and attention to detail.
  6. Ability to work independently and prioritize tasks in a fast-paced environment.
  7. Strong communication skills and ability to collaborate effectively with team members.
  8. CPA certification or progress towards CPA certification is a plus.


  • Competitive salary commensurate with experience
  • Comprehensive benefits package, including health insurance and retirement savings plan
  • Opportunities for professional development and advancement
  • Flexible work schedule and remote work options after a probationary period

Join our team and be part of a collaborative and supportive work environment where your contributions are valued and rewarded. Apply now to start your journey with us!

Want more information?

Complete the form below and Jennifer will follow up with you to discuss this position, or you can call her at 508-732-9262.

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