bookkeeping specialist

Efrotech Services

Key Responsibilities:<ul><li>Manage daily bookkeeping tasks using QuickBooks</li><li>Record financial transactions (sales, purchases, receipts, payments)</li><li>Maintain and update general ledger</li><li>Reconcile bank and credit card statements</li><li>Generate financial reports (Profit &amp; Loss, Balance Sheet, Cash Flow)</li><li>Handle accounts payable and receivable</li><li>Assist in monthly and yearly closing</li><li>Ensure accuracy and compliance with financial regulations</li></ul>Work Location: In person

QuickBooks Expert / Bookkeeping Specialist

CoreRecon

About CoreReconCoreRecon is a Texas-based cybersecurity and IT services company headquartered in Corpus Christi, serving commercial and government clients with 24/7 security operations, managed IT services, and compliance-focused solutions. We are growing fast and need an Office Manager &amp; Bookkeeping/Financial Specialist who can bring structure, organization, and fresh ideas to our day-to-day operations.Position OverviewThe Office Manager &amp; Bookkeeping/Financial Specialist will oversee the daily operation of the CoreRecon office and act as the central coordination point for administration, finance-related workflows, and executive support. This role is ideal for someone highly organized, proactive, and confident in implementing new processes to improve efficiency and scalability. A strong understanding of basic financial metrics (including EBITDA), QuickBooks, and spreadsheet balancing is required to support leadership with accurate and timely information. This is an on-site role in Corpus Christi, TX, and is not remote.Key Responsibilities<ul><li>Oversee daily office operations</li><li>Ensure the office is fully stocked, organized, secure, and functioning smoothly.</li><li>Manage vendor relationships, office supplies, mail, deliveries, and facility maintenance.</li><li>Drive process and workflow improvements</li><li>Review current administrative, financial, and communication processes and recommend improvements.</li><li>Implement new tools and workflows (checklists, dashboards, templates, automations) to increase efficiency and reduce errors.</li><li>Financial and bookkeeping support</li><li>Maintain and reconcile transactions in QuickBooks, including invoices, bills, expenses, and payments.</li><li>Assist with monthly closing activities, spreadsheet balancing, basic cash flow tracking, and financial reporting.</li><li>Support leadership with a high-level understanding of EBITDA and other key financial metrics by preparing summary reports and tracking trends.</li><li>Administrative and executive support</li><li>Manage calendars, meetings, travel arrangements, and company events as needed.</li><li>Prepare, organize, and maintain digital and physical records, contracts, and internal documentation.</li><li>Draft and refine internal forms, SOPs, and office policies to standardize operations.</li><li>HR and team coordination</li><li>Assist with onboarding new hires (paperwork, accounts, orientation scheduling).</li><li>Maintain employee files, track attendance/ PTO, and help coordinate performance review logistics.</li><li>Support company culture by organizing team meetings, training, and occasional staff events.</li><li>Support for bids and government work (preferred)</li><li>Assist in gathering documentation, formatting, and organizing materials for Federal/State bids and RFP responses.</li><li>Help maintain a library of standard company documents (capability statements, past performance, certifications) for use in proposals.</li></ul>QualificationsEducation &amp; Experience:<ul><li>Associate or Bachelor&rsquo;s degree in Accounting, Finance, or a related field (or equivalent experience).</li><li>3+ years of experience in office management, administrative management, or a similar operations/administrative role.</li><li>Strong working knowledge of QuickBooks for day-to-day bookkeeping tasks.</li><li>Strong knowledge in providing daily quotes to clients and potential new clients.</li><li>Proficiency with spreadsheet balancing and analysis (Excel or Google Sheets), including reconciliations, basic formulas, and building clear reports.</li><li>Familiarity with EBITDA and basic financial statements (income statement, balance sheet, cash flow) is sufficient to support leadership in understanding performance.</li><li>Proven track record of introducing and implementing new processes, workflows, or tools to improve efficiency and organization.</li><li>Excellent organizational, time management, and multitasking skills in a fast-paced, growing business.</li><li>Strong written and verbal communication skills with a professional, confident demeanor.</li><li>Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) or similar productivity suites.</li><li>Experience with Federal/State bids, RFPs, or government contracting is a strong plus but not required. (will provide commission and bonuses for winning contracts/bids.)</li></ul>Skills &amp; Competencies:<ul><li>Strong understanding of basic financial principles and statements.</li><li>Analytical mindset with high attention to detail.</li><li>Comfortable working with data in Excel.</li><li>Ability to balance multiple projects and meet deadlines.</li><li>Clear communication and a collaborative working style.</li></ul>What We Offer:<ul><li>Competitive pay based on experience and performance.</li><li>Full-time, on-site position in Corpus Christi, Texas (this is not a remote role).</li><li>Professional development opportunities and mentorship from experienced financial partners.</li><li>A chance to grow with one of Texas&rsquo; fast-emerging cybersecurity companies.</li><li>A dynamic and collaborative team culture focused on innovation and integrity.</li><li>Salary range can vary upwards with commissions and bonuses</li><li>Opportunity to grow with a scaling cybersecurity company and shape the backbone of office operations.</li></ul>Pay: $48,093.79 - $125,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Office Manager & Bookkeeping/Financial Specialist

Rococo Ice Cream

Part-Time Bookkeeping Specialist (Project-Based) &ndash; Experience with costing software.About Us We are a fast-paced, creative hospitality business with a passion for delivering exceptional experiences to our guests. We are seeking a detail-oriented Bookkeeping Specialist for a short-term, part-time project to help us get financial records fully organized and reconciled, with a strong focus on integrating and working within Toast XtraChef.Role Overview This role will focus on reviewing, organizing, and reconciling accounts and expenses, ensuring data accuracy between Toast XtraChef, our POS reports, and accounting software. You will work closely with ownership and management to clean up, streamline, and document processes for future efficiency.Key Responsibilities<ul><li>Review, reconcile, and organize financial records, invoices, and receipts</li><li>Ensure accuracy between Toast XtraChef data, POS sales reports, and accounting software</li><li>Organize vendor invoices and payments</li><li>Identify and correct any discrepancies in data</li><li>Provide clear documentation of processes and recommendations for best practices</li><li>Maintain confidentiality of sensitive financial information</li></ul>Qualifications<ul><li>Proven bookkeeping experience, ideally within the hospitality or restaurant industry</li><li>Hands-on experience with Toast XtraChef (required)</li><li>Strong understanding of POS reporting, cost of goods tracking, and vendor management</li><li>Proficiency with accounting software (QuickBooks experience preferred)</li><li>Excellent attention to detail and organizational skills</li><li>Ability to work independently with minimal supervision</li></ul>Details<ul><li>Type: Project-based, part-time</li><li>Schedule: Flexible hours; this is a project based job</li><li>Location: On-site/Remote or Hybrid</li><li>Compensation: $24&ndash;$30/hour, depending on experience with Toast XtraChef, POS systems, and bookkeeping tools.</li><li>How to Apply</li></ul>Please send your resume, a brief summary of your experience with Toast XtraChef or similar fluid costing software. Job Types: Part-time, TemporaryPay: $24.00 - $30.00 per hourWork Location: Hybrid remote in Kennebunk, ME 04043

Part-Time Bookkeeping Specialist (Project-Based) – Experience with Toast XtraChef About Us We are a

SparkleMafia

Location: Poulsbo, WA (hybrid/remote-friendly option for the right candidate)OverviewAt SparkleMafia Professional Cleaning, we deliver premium, eco-conscious cleaning services across the Kitsap Peninsula while embracing smart technology to scale efficiently and deliver exceptional client experiences. We&rsquo;re seeking a proactive, tech-savvy, and warmly professional Operations &amp; AI Systems Specialist to support daily operations and drive our AI transformation.This hybrid role combines traditional executive assistance (taking calls, crafting estimates, scheduling cleanings, and keeping the business running smoothly) with hands-on technical expertise in AI agents, automation, information systems, bookkeeping, and reporting. You&rsquo;ll be the key person who frees up the owner&rsquo;s time by automating repetitive tasks while helping us implement the AI-powered lead flow we&rsquo;ve designed&mdash;turning more leads into booked appointments with less manual effort.If you love blending warm client service with no-code automation, AI tools, and data-driven insights&mdash;and you thrive in a fast-paced, values-driven small business&mdash;this is your opportunity to make a real impact on both operations and growth.ResponsibilitiesDaily Operations Support<ul><li>Handle inbound client calls, texts, and emails with a friendly, professional demeanor using Nextiva; qualify leads, prepare estimates, and schedule cleanings in ZenMaid.</li><li>Manage team schedules, and cleaning routes while proactively resolving scheduling conflicts.</li><li>Maintain client records, and accurate data entry for payroll (Gusto) and job tracking.</li><li>Assist with team events and internal communications to keep morale high.</li></ul>AI &amp; Automation Leadership<ul><li>Design, build, test, and maintain AI agents and automation workflows (using platforms like Zapier/Make, QuoteIQ, voice AI tools, and custom chatbots) to handle new-lead qualification, instant AI-generated estimates, 24/7 follow-up sequences, virtual walk-throughs, and client nurturing.</li><li>Manage and optimize our information systems: CRM, booking software (ZenMaid), website forms, and all integrations to ensure seamless data flow and minimal manual work.</li><li>Continuously improve automation rules so that 80-90% of routine lead interactions happen without human intervention while maintaining our signature warm SparkleMafia touch.</li></ul>Bookkeeping, Reporting &amp; Project Management<ul><li>Assist in day-to-day bookkeeping and reconciliation in Wave Accounting (or QuickBooks); prepare monthly financial reports, job-costing summaries, and profitability analyses.</li><li>Create clear operational dashboards and reports (lead conversion rates, booking trends, AI performance metrics, revenue forecasts) using Excel, Google Data Studio/Looker Studio, or ClickUp dashboards.</li><li>Lead small-to-medium projects in ClickUp (or similar project management software), tracking AI implementation milestones, SOP updates, and process improvements with clear timelines and accountability.</li></ul>General<ul><li>Document and refine SOPs as we evolve with new AI tools.</li><li>Proactively identify bottlenecks and propose technology solutions that save time and increase confirmed appointments.</li><li>Provide occasional in-office support while working primarily in a flexible, results-focused environment.</li></ul>QualificationsRequired<ul><li>2+ years of administrative or operations experience in a service-based business (cleaning, home services, or similar is a strong plus).</li><li>Proven ability to take client calls, write estimates, and manage scheduling with excellent phone and written communication skills.</li><li>Hands-on experience setting up and managing AI agents, chatbots, or voice AI (examples: Voiceflow, Phonely, newo.ai, QuoteIQ, or similar).</li><li>Strong proficiency with automation platforms (Zapier or Make.com) and no-code tools.</li><li>Bookkeeping experience and comfort with Wave Accounting, Gusto, and Excel/Google Sheets for reporting.</li><li>Intermediate-to-advanced skills in project management software (ClickUp, Asana, Monday.com, or equivalent).</li><li>Excellent organizational, multitasking, and problem-solving abilities with a warm, approachable personality.</li></ul>Preferred / Big Plus<ul><li>Familiarity with cleaning-industry software (ZenMaid, ServiceTitan, Housecall Pro, etc.).</li><li>Experience preparing financial or operational reports for small business owners.</li><li>Basic understanding of information systems, databases, or CRM architecture.</li><li>Interest in or experience with AI prompt engineering and workflow optimization.</li><li>Event planning or team coordination experience.</li></ul>Why Join SparkleMafia?You won&rsquo;t just answer phones and file paperwork&mdash;you&rsquo;ll be the architect of our AI-powered operations, dramatically reducing manual work while helping us book more jobs and grow sustainably. You&rsquo;ll work directly with the owner on high-impact projects, gain cutting-edge experience with AI in the service industry, and be part of a fun, eco-conscious team that genuinely cares about its people and community. Competitive pay, flexible hours, and real ownership over the systems that drive our success.Job Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Paid time off</li><li>Referral program</li></ul>Work Location: Hybrid remote in Poulsbo, WA 98370

Operations & AI Systems Specialist

Mayer Berkshire Corporatoin

BERKSHIRE is a Wayne, NJ based apparel company looking for a detail-oriented, dependable Bookkeeper / Office Administrator to join our team full-time. This is a hands-on, on-site role that sits at the center of our daily operations &mdash; keeping our books clean and our leadership team supported. You will work closely with our external accountant, who visits monthly to close the books, making the accuracy of your day-to-day work essential to the health of the business. We are actively looking to leverage QuickBooks Online to its fullest potential, and we want this person to be a key driver of that effort.Bookkeeping responsibilities:Accounts receivable Record wholesale invoices, apply customer payments, monitor aging reports, and follow up on past-due balances.Accounts payable &amp; vendor digitization Enter vendor bills, schedule payments, and reconcile vendor statements. Proactively work with vendors to transition from paper invoices to digital delivery, building an organized, searchable invoice archive on our network.Transaction coding &amp; bank reconciliation Review and accurately code automatically imported bank and credit card transactions in QuickBooks Online on a regular basis, and prepare accounts for the monthly close.Third-party marketplace reconciliation Reconcile payments received from third-party selling platforms (such as Amazon and Target) against sales activity on each platform. This includes accounting for marketplace fees, chargebacks, and remittance timing differences to ensure net deposits recorded in QuickBooks are accurate and fully supported.QuickBooks optimization Take ownership of how we use QuickBooks Online &mdash; building and refining bank rules, identifying underutilized features, and suggesting workflow improvements that reduce manual work and improve accuracy over time. We want someone who sees inefficiency and fixes it.Reporting &amp; record keeping Generate regular AR aging, and AP aging reports for ownership. Maintain organized digital records so the accountant has everything needed at month-end.Executive support Provide light administrative assistance to company leadership &mdash; scheduling, correspondence, document preparation, and other tasks as needed.What we're looking for&mdash;<ul><li>2+ years of bookkeeping experience, preferably in a product-based or wholesale business</li><li>Proficiency in QuickBooks Online required, with a genuine interest in learning and maximizing its features</li><li>Experience reconciling marketplace payments (Amazon Seller Central, Target Plus, or similar platforms) a significant plus</li><li>Strong attention to detail and comfort working with Excel; Google Sheets a plus</li><li>A process-improvement mindset &mdash; you notice inefficiencies, ask questions, and follow through on making things better</li><li>Ability to manage multiple priorities independently in a fast-moving environment</li><li>Professional, discreet, and comfortable supporting company leadership</li><li>Associate's or Bachelor's degree in Accounting, Business, or related field preferred &mdash; but demonstrated experience is equally valued</li></ul>How to applyPlease send your resume and a brief note about your bookkeeping background. A BRIEF NOTE ABOUT YOUR BOOKKEEPING EXPERIENCE IS REQUIRED TO BE CONSIDERED FOR THIS POSITION - WE WANT TO HEAR FROM YOU! We review all applications and will be in touch with qualified candidates promptly.Thank you very much.Pay: $45,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Disability insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li></ul>Experience:<ul><li>bookkeeping: 2 years (Required)</li><li>QuickBooks: 1 year (Preferred)</li></ul>Work Location: In person

Full Charge Bookkeeper

My CPA Coach

Client Accounting Manager (CAS Services)We are seeking a seasoned, detailed-oriented Bookkeeper at My CPA Coach, responsible for managing bookkeeping and accounting services for multiple high net-worth individuals and small business clients across a variety of industries. My CPA Coach is a fast-growing CPA Firm that specializes in Tax Planning and Consulting for Small Business Owners and High-Income Individuals. This is a client-facing role that requires strong communication skills and a high level of accuracy and ownership over the bookkeeping process.Highlights of the Role:<ul><li>Serve as a primary point of contact for small business clients for accounting &amp; bookkeeping services</li><li>Work independently to perform bookkeeping and payroll services</li><li>Work from home; position is 100% remote</li><li>Ensure timely, accurate, and quality work deliverables</li><li>Receive competitive base compensation</li></ul>The Ideal Candidate:<ul><li>Is QuickBooks Certified</li><li>Has at least 3 years of client-facing accounting experience, serving as the primary contact for engagements</li><li>Is confident to serve clients independently (resources provided)</li><li>Is able to work effectively and efficiently on tasks</li></ul>Job Responsibilities:<ul><li>Serve as the primary point of contact for assigned clients and communicate directly regarding bookkeeping questions and requests</li><li>Provide full-service accounting and bookkeeping services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.</li><li>Collaborate with internal team members, including CPAs and bookkeeping specialists, regarding client financials to deliver optimal results</li><li>Prepare and lead client accounting calls, regularly providing status updates and engaging the clients with their accounting questions throughout the year.</li><li>Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)</li><li>Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.</li><li>Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.</li><li>Stay up-to-date on relevant accounting laws and regulations.</li></ul>Qualifications<ul><li>Must be a certified Bookkeeper in QuickBooks online</li><li>At least 3 years of QuickBooks Online and/or relevant bookkeeping experience</li><li>Strong problem solving and interpersonal communication skills</li><li>Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement</li><li>Willingness and ability to learn new tools and technologies quickly</li></ul>Job Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have at least 3 years of client-facing accounting experience where you've served as the primary contact? Please briefly describe your experience.</li></ul>Education:<ul><li>Associate (Required)</li></ul>Experience:<ul><li>Bookkeeping: 3 years (Required)</li></ul>License/Certification:<ul><li>QuickBooks Online Certification (Required)</li></ul>Work Location: Remote

Client Accounting Manager - Remote

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7202 bookkeeping specialist jobs Near Me

QuickBooks Expert / Bookkeeping Specialist

Office Manager & Bookkeeping/Financial Specialist

Part-Time Bookkeeping Specialist (Project-Based) – Experience with Toast XtraChef About Us We are a

Operations & AI Systems Specialist

Full Charge Bookkeeper

Client Accounting Manager - Remote

Client Accounting Manager - Remote