The best bookkeepers are also keen project managers who have the ability to communicate well with others, including clients, vendors and other team members throughout the record-keeping lifecycle.

• Accuracy and attention to detail in record gathering, data input and reporting is crucial for this role.
• An ability to understand the relationship of financial information dynamics and a knack for how to communicate this to the team and clients in an efficient, concise and accurate manner.

Experience

• A bookkeeper for a professional services firm needs to have a least two years of background in a professional office setting, using project management software,
• solid knowledge of document management,
• familiarity with a highly computerized working environment,
• working knowledge of Portable Document Form (PDF) software,
• strong organization and communication skills, and;
• working knowledge of common bookkeeping programs (i.e. QuickBooks desktop, QuickBooks Online, SAGE 50, Wave, etc.).

Key Requirements and Expectations

• A willingness to learn.
• Communicate with clients in a friendly plain language manner.
• Filing and retrieval of documents (paper and electronic).
• Working knowledge of common bookkeeping programs with the ability to learn new software as required.
• Payroll and account reconciliation preparation in accordance with appointed deadlines.

Knowledge of the following software is considered an advantage: Microsoft Word, Outlook and Excel. Quick Books, Profile, Adobe PDF, Infusionsoft, Caseware, and Management Standards.