Job Description
Join our award-winning financial team as a Remote Bookkeeper in sunny Santa Ana, CA! We're seeking a meticulous professional to manage client financial operations with precision and expertise. Enjoy flexible remote work while making a tangible impact on small businesses' financial health. This hybrid role requires 2 days/month in our Santa Ana office for team collaboration.
Our ideal candidate thrives in fast-paced environments and values accuracy above all else. You'll be the financial backbone for diverse clients, ensuring compliance and strategic financial insights. We offer comprehensive benefits, including health insurance, 401k matching, and professional development stipends.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 small business clients using QuickBooks Online
- Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Reconcile bank accounts, credit cards, and payroll accounts weekly
- Process accounts payable/receivable and maintain vendor/client databases
- Assist with quarterly tax preparation and year-end audits
- Implement process improvements to enhance financial efficiency
- Train clients on financial software best practices
Qualifications
- 5+ years of professional bookkeeping experience with QuickBooks ProAdvisor certification
- Bachelor's degree in Accounting or Finance (CPA preferred)
- Expertise in GAAP principles and tax compliance (CA/Federal)
- Advanced Excel skills with pivot tables and VLOOKUPs
- Proven track record of managing high-volume transactions (500+ monthly)
- Exceptional attention to detail with 0% reconciliation error rate
- Remote work experience with demonstrated self-motivation
- Spanish bilingual proficiency (required for diverse client base)