Job Description
Are you a detail-oriented financial professional looking for the perfect work-life balance? Apex Financial Solutions is seeking a skilled and reliable Part-Time Bookkeeper to join our dynamic team in Dallas, TX.
In this role, you will play a pivotal part in maintaining our clients' financial health. We offer a competitive hourly rate, a collaborative environment, and the flexibility that modern professionals demand. If you have a passion for numbers and a knack for organization, we want to hear from you.
Why Join Us?
- Flexible part-time schedule (20-30 hours/week).
- Competitive compensation package.
- Opportunity for professional growth and client interaction.
- Modern, cloud-based accounting software environment.
Responsibilities
- Manage Accounts Payable & Receivable: Process invoices, verify expenses, and ensure all transactions are recorded accurately and timely.
- Bank Reconciliation: Reconcile bank and credit card statements monthly to ensure data accuracy and identify discrepancies.
- Financial Reporting: Assist in the preparation of monthly financial statements, balance sheets, and profit & loss reports for clients.
- Payroll Support: Process payroll entries and manage employee timesheets (if applicable to the specific client accounts).
- Expense Tracking: Categorize and code expenses according to company policy and tax regulations.
- Client Communication: Provide clear, concise updates to clients regarding their financial status and outstanding items.
- Software Management: Maintain and update client ledgers in QuickBooks Online or Xero.
Qualifications
- Education: High school diploma or GED required; Associate degree in Accounting or Finance is a plus.
- Experience: Minimum of 2-3 years of bookkeeping experience in a professional setting.
- Technical Skills: Proficiency in QuickBooks Online or Xero is essential; advanced Excel skills (pivot tables, vlookups) are highly preferred.
- Attention to Detail: Exceptional accuracy when handling financial data and ensuring compliance with accounting standards.
- Communication: Strong written and verbal communication skills to interact effectively with clients and team members.
- Reliability: Ability to meet deadlines and work independently with minimal supervision.