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.
- 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.