[Hiring] Bookkeeper @SnappyCX

Role Description

We are seeking an experienced, detail-oriented Bookkeeper to support the day-to-day financial operations of a U.S.-based business. This is a hands-on bookkeeping position for someone who can do more than basic data entry and reconciliation. The ideal candidate has strong experience with QuickBooks or similar accounting software, understands core bookkeeping principles, and can independently identify discrepancies or potential financial issues before they become problems.

The successful candidate will be responsible for maintaining accurate financial records, supporting payroll, preparing reports for leadership and CPA review, monitoring budgets and cash flow, and ensuring the business stays organized and financially prepared.

Qualifications

• 3+ years of professional bookkeeping experience.
• Hands-on experience with QuickBooks or similar accounting software.
• Strong understanding of bookkeeping principles and account reconciliation.
• Experience with accounts payable and accounts receivable.
• Experience processing or supporting payroll.
• Ability to prepare organized financial records for CPA, tax, or audit review.
• Comfortable using financial platforms, spreadsheets, and online business tools.
• Ability to work independently and manage deadlines with minimal supervision.
• Strong attention to detail and ability to identify errors and inconsistencies.
• Strong written communication skills.
• High level of confidentiality, professionalism, and integrity.

Requirements

• Maintain accurate and organized financial records.
• Reconcile bank, credit card, and other financial accounts.
• Categorize transactions accurately in QuickBooks or similar accounting software.
• Maintain the chart of accounts and ensure transactions are properly recorded.
• Maintain customer and vendor records.
• Track accounts payable (AP) and accounts receivable (AR).
• Review invoices, track bill payments, and follow up on outstanding items.
• Identify and flag missing information, unusual transactions, discrepancies, or errors.
• Manage daily bookkeeping activities using QuickBooks or similar accounting platforms.
• Import, review, and categorize bank transactions.
• Work across multiple financial platforms, including payroll, billing, reporting, and spreadsheet tools.
• Troubleshoot basic software and data-entry issues.
• Maintain clean, structured financial records that are easy for leadership and external accountants to review.
• Quickly learn and adapt to new financial systems and processes.
• Process payroll or provide support throughout the payroll process.
• Manage payroll-related information, including employee hours, contractor payments, deadlines, deductions, and reporting.
• Coordinate with leadership or payroll providers when information is incomplete or unclear.
• Maintain accurate payroll records for reporting and review.
• Prepare monthly, quarterly, and annual financial reports for leadership.
• Prepare accurate financial records and statements for CPA and tax review.
• Organize supporting documentation for tax filings, audits, and CPA requests.
• Ensure financial records and reports are accurate, complete, and ready for review with minimal rework.
• Track expenses against budgets and proactively flag variances.
• Monitor upcoming bills, recurring expenses, contractor payments, and payroll obligations for the next 30–90 days.
• Maintain short-term cash flow forecasts.
• Alert leadership to potential cash flow, spending, or payment-timing concerns before they become issues.
• Provide regular updates on financial trends that could affect the business over the next month or quarter.
• Review financial information carefully and identify potential issues early.
• Recognize when balances, transactions, or reports appear incorrect or inconsistent.
• Ask appropriate questions when information is missing or unclear.
• Complete assigned responsibilities independently and meet required deadlines.
• Clearly communicate financial concerns and discrepancies to leadership.
• Recommend improvements to bookkeeping processes and financial workflows where appropriate.

Company Description