Bookkeeper

Unify CPA & Payroll; Fort Collins (CO); On-site; USD 40,000 - 65,000; Full time

Job summary

Unify CPA & Payroll in Fort Collins, CO, seeks a non-traditional Staff Accountant focused on client financial processing, tax returns, and ongoing business strategy.

You will assist with processing client financial information, prepare monthly bank reconciliations, sales tax returns, 1099s, and related reports, and support client projects. Proficiency in QuickBooks Desktop/Online and Microsoft Office is required; experience serving small businesses is a plus.

Qualifications

• Associate's Degree in Business or equivalent; Bachelor’s Degree preferred.
• At least three years of experience in full‑charge bookkeeping, with general knowledge of payroll and sales taxes.
• Proficiency in QuickBooks Desktop, QuickBooks Online, and Microsoft Office products.
• Strong aptitude for figures and problem‑solving.

Responsibilities

• Assist with processing client financial information.
• Prepare monthly bank account reconciliations.
• Assist with client projects.
• Prepare sales tax returns.
• Prepare 1099s.
• Prepare general correspondence and reports.

Skills

Attention to detail

Analytical thinking

Client service

Problem solving

Education

Associate's Degree in Business

Bachelor's Degree

Tools

QuickBooks Desktop

QuickBooks Online

Microsoft Office

Job description

Unify is a CPA firm that provides ongoing strategic business advice to clients on a subscription basis.

Role Summary

This is a non‑traditional Staff Accountant role focused on client financial processing, tax returns, and ongoing business strategy.

Responsibilities

• Assist with processing client financial information
• Prepare monthly bank account reconciliations
• Assist with client projects
• Prepare sales tax returns
• Prepare 1099s
• Prepare general correspondence and reports

Qualifications

• Associate's Degree in Business or equivalent; Bachelor’s Degree preferred
• At least three years of experience in full‑charge bookkeeping, with general knowledge of payroll and sales taxes
• Proficiency in QuickBooks Desktop, QuickBooks Online, and Microsoft Office products
• Strong aptitude for figures and problem‑solving
• Exceptional organizational skills and attention to detail
• Love for serving small businesses and their teams

Not a Good Fit For Applicants Who

• Aren’t able to do accounting tasks with minimal oversight
• Create or experience a lot of workplace drama
• Approach new ideas, clients, team members, or technologies with skepticism or pessimism instead of seeing potential
• Do not know how to speak with a confident, professional voice to instill customer confidence

Compensation

$40,000 – $65,000 annualized, depending on experience.