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James Ridout CPA is seeking an experienced Intermediate Bookkeeper to join our accounting practice. You will work closely with the lead bookkeeper to manage day-to-day financial recordkeeping, perform client bookkeeping cleanups, assist with payroll and sales tax compliance, and support client onboarding and proposals.
Strong QuickBooks experience is required. You will maintain ledgers, prepare financial reports, reconcile accounts, and help deliver accurate monthly and quarterly statements to
Manage client bookkeeping, reconciliations, QuickBooks records, cleanups, and reporting.
We are seeking an experienced and detail-oriented Intermediate Bookkeeper to join our accounting practice. In this role, you will work closely with our lead bookkeeper to manage day-to-day financial recordkeeping, perform detailed client book clean-ups, assist with payroll and sales tax compliance, and support client onboarding and proposal processes. Strong, hands-on QuickBooks experience is strictly required for this position.
Key Responsibilities
QuickBooks proficiency : Utilize QuickBooks daily to manage client ledgers, reconcile accounts, and maintain accurate financial records.
New client clean-up : Take charge of the initial cleanup and organization of a new client's bookkeeping records when they come on board.
Reporting : Review, finalize, and securely send monthly/quarterly bookkeeping reports to clients and team members.
Payroll processing : Assist accurately and efficiently with routine payroll processing and related reporting.
Sales tax : Help prepare, review, and process sales tax filings in compliance with state and local regulations.
Team Support & Client Onboarding
Lead bookkeeper support : Partner directly with the lead bookkeeper to streamline workflows, manage task distribution, and ensure seamless operations.
Proposal assessments : Review the books of potential new bookkeeping clients to evaluate their current financial standing and assist management in the creation of tailored proposals.
Qualifications & Skills
Mandatory QuickBooks experience (QuickBooks Online and/or Desktop proficiency).
Proven experience in bookkeeping, including account reconciliations, financial statement preparation, and ledger clean-ups.
Practical familiarity with payroll processing and sales tax compliance workflows.
Strong analytical mindset, excellent organization, and strict attention to detail.
Professional communication skills and the ability to manage multiple client accounts efficiently.