Remote Bookkeeper & Client Manager

Creative Financial Staffing, LLC; Portland (OR); Hybrid; USD 33,000 - 43,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Bookkeeper/Account Manager in the Portland area with flexible remote options. The role handles full-cycle bookkeeping, client relationships, and financial advisory sessions, balancing hands-on ledger work with onboarding calls and regular client check-ins.

Ideal candidates have QuickBooks Online ProAdvisor certification (or willing to obtain), strong communication skills, and a proactive, independent work style within a collaborative culture.

Qualifications

• Active QuickBooks Online (QBO) ProAdvisor certification is required, or must obtain during onboarding and renew annually.
• Proven experience in full-cycle bookkeeping, account reconciliation, and financial report preparation.
• Strong presentation and communication skills; client-facing or account management experience is preferred.
• High degree of self-management and time management to run projects independently.

Responsibilities

• Full-Cycle Bookkeeping: record monthly transactions, journal entries, AP/AR, reconcile accounts.
• Client Account Management: be primary contact for clients, lead onboarding calls and check-ins.
• Financial Reporting & Maintenance: prepare monthly packages, maintain docs, ensure compliance.
• Technical Translation: translate technical accounting queries into clear guidance for clients.

Skills

Full-cycle bookkeeping

Account reconciliation

Client-facing communication

Time management

Financial reporting

Problem solving

Tools

QuickBooks Online ProAdvisor certification

Job description

Creative Financial Staffing, LLC is seeking a Bookkeeper/Account Manager in the Portland area with flexible remote options. The role handles full-cycle bookkeeping, client relationships, and financial advisory sessions, balancing hands-on ledger work with onboarding calls and regular client check-ins.

Ideal candidates have QuickBooks Online ProAdvisor certification (or willing to obtain), strong communication skills, and a proactive, independent work style within a collaborative culture.