Accounting Clerk

We are seeking a detail-oriented and customer-focused Bookkeeper to support U.S.-based clients, primarily therapy practice owners. This role combines hands‑on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human‑centered support experience.

1. Bookkeeping Responsibilities

Review and categorize transactions that cannot be automatically processed

Reconcile monthly books for assigned client accounts

Identify and flag unusual or questionable transactions

Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines

Manage approximately 5–6 client accounts per specialist

2. Customer Communication & Support

Respond to client inquiries regarding transactions and bookkeeping matters via support platform

Conduct brief consultations (email or phone) to clarify transaction details

Maintain an empathetic and professional communication style

Handle cases requiring back‑and‑forth communication for accuracy

3. Quality Assurance

Review bookkeeping work prior to monthly close

Ensure compliance with bookkeeping standards and procedures

Escalate complex issues when necessary

4. Documentation & Process

Document customer interactions and updates in the support system

Follow internal workflows and bookkeeping procedures

Maintain organized financial records for audit and tracking purposes

Qualifications & Skills

Prior bookkeeping experience (any level)

Familiarity with general accounting principles

Strong English fluency (written and verbal)

Customer service experience (essential)

Excellent attention to detail and problem‑solving skills

Empathetic and people‑oriented communication style

Comfortable working asynchronously and with U.S. time zones

Ability to accommodate flexible hours during peak tax seasons

Tools & Software Familiarity

QuickBooks or comparable accounting software (training provided on internal tools)

General comfort with financial and SaaS platforms

Willingness to learn proprietary bookkeeping systems

Work Schedule

Must overlap with U.S. business hours

Flexibility required during tax season peaks

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