Small Biz Cloud Bookkeeper — Remote

Remote; San Francisco (CA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Wave in San Francisco seeks an Accounting Associate to own bookkeeping for a portfolio of small business clients. You will import, categorize transactions, reconcile accounts, and prepare monthly financial statements while ensuring accuracy and timely delivery.

You will build strong client relationships, explain accounting concepts in plain terms, and collaborate with peers to support the team’s revenue targets.

Qualifikationen

• Completion of post-secondary education in Finance, Accounting, or Business.
• 0-2 years of general work experience.
• Previous experience in cloud accounting.
• Customer-centric mindset with problem-solving skills.
• Stellar communication skills with the ability to convey accounting concepts in lay terms.
• Attention to detail is critical in this role.

Aufgaben

• Acting as the trusted advisor and accounting department for Wave’s small business clients.
• Owning bookkeeping accounts for clients within their portfolio to meet revenue targets and contribute to team targets.
• Using Wave’s software to import and categorize transactions, reconcile accounts, complete monthly bookkeeping, and generate financial statements.
• Flagging potential bookkeeping issues with clients and providing timely responses via email.
• Meeting with clients on virtual calls on a recurring schedule to review their books.
• Clearly conveying accounting concepts in lay terms to clients and answering bookkeeping-related questions.
• Collaborating with peers and supporting other team members by sharing experiences.

Kenntnisse

Cloud accounting

Bookkeeping

Customer-centric

Communication

Attention to detail

Problem-solving

Ausbildung

Post-secondary education in Finance, Accounting, or Business

Tools

Wave

Jobbeschreibung

Wave in San Francisco seeks an Accounting Associate to own bookkeeping for a portfolio of small business clients. You will import, categorize transactions, reconcile accounts, and prepare monthly financial statements while ensuring accuracy and timely delivery.

You will build strong client relationships, explain accounting concepts in plain terms, and collaborate with peers to support the team’s revenue targets.