[Hiring] Bookkeeping Division Specialist @Current

Role Description

The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication. This role is ideal for someone who thrives in a fast-paced remote environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.

Key Responsibilities

• Client Relationship Management
  • Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
  • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
  • Build and maintain strong client relationships through professionalism, organization, and consultative support.
  • Participate in quarterly client conversations focused on operational and financial discussions.
• Bookkeeping & Financial Reporting
  • Manage at minimum 10 full-service bookkeeping client relationships.
  • Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
  • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
  • Prepare and finalize monthly financial reporting packages and supporting documentation.
  • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
  • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
• Client Onboarding & Implementation
  • Assist with onboarding new clients, including:
    • QuickBooks Online setup
    • Chart of accounts implementation
    • Account linking and integrations
    • Initial bookkeeping cleanup and reconciliations
  • Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.
• Workflow & Process Management
  • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
  • Maintain organized documentation, reporting templates, and financial records.
  • Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.
• Team Collaboration & Communication
  • Attend team meetings, training sessions, and monthly webinars.
  • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
  • Escalate workflow concerns or capacity challenges proactively to leadership.

Qualifications

• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
• Strong proficiency in QuickBooks Online required
• Experience with financial reporting, reconciliations, and month-end close processes
• Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously
• Excellent written and verbal communication skills
• Ability to work independently in a fully remote, high-accountability environment
• Strong attention to detail and commitment to accuracy
• Experience with workflow systems such as XCM or similar platforms is a plus
• Client-service-oriented mindset with strong professionalism and responsiveness

What Makes Someone Successful Here

• Relationship-driven
• Organized and detail-oriented
• Proactive communicators
• Adaptable and solutions-focused
• Team-oriented collaborators
• Client-focused professionals
• Self-motivated and accountable

Compensation & Benefits

• A competitive compensation and benefits package is offered to support both professional success and personal well-being.
• Benefits Include:
  • 401(k) with company match
  • Medical, Dental, and Vision insurance
  • Paid time off and company holidays
  • Flexible scheduling
  • Continuing education and professional development support
  • Paid training opportunities
  • Opportunities for advancement and career growth
  • Fully remote work environment