Bookkeeper

📍 Location: Remote (US-based required)

🕐 Type: Full-time

🏢 Company: Iota Finance — Remote Accounting Firm

🧮 Experience: 2+ years in client-facing bookkeeping, QuickBooks Online proficiency required

💼 About Us

Iota Finance is a modern, fully remote accounting firm helping small businesses thrive through clean books, smart automation, and proactive support. We’re not just number-crunchers — we’re client champions. And we’re growing.

We're looking for an experienced bookkeeper who thrives in a remote environment, loves QuickBooks Online, and knows how to keep multiple clients' books immaculate — with zero drama and a lot of care.

🧩 About the Role

As a Client-Facing Bookkeeper, you’ll manage the full-cycle bookkeeping for a set of small business clients using QuickBooks Online and connected tools like TaxDome, TurboTenant, etc.

You’ll be responsible for delivering clean books, smooth monthly closes, accurate reconciliations, and timely communication — all with professionalism and empathy.

🎯 What You'll Do

• Handle full monthly close for each assigned client (usually 15–20), on time and error-free
• Perform weekly transaction categorization and reconciliations in QuickBooks Online
• Send professional, timely client communications and requests for missing info
• Maintain audit-ready books with proper documentation attached
• Manage AR/AP workflows, bill pay, and invoicing based on client needs
• Support 1099 filings, sales tax tracking, and compliance requirements
• Suggest process improvements or automation opportunities for your clients
• Collaborate with the internal team via Slack, Gmail, and Google Meet check-ins

✅ What You'll Need

• 2+ years experience in professional bookkeeping, serving multiple clients
• Expert-level skills in QuickBooks Online (QBO Accountant portal experience a big plus)
• Experience with remote work tools (Slack, Google Workspace, project management)
• High level of attention to detail and organizational independence
• Strong written and verbal communication skills
• Ability to handle feedback constructively and apply it quickly (coachability)
• Comfortable juggling multiple client accounts and deadlines

🌟 What Sets You Apart

• Experience with tools like TaxDome, Gusto, TurboTenant, Stripe, etc.
• Prior work at a remote or client service accounting firm
• A proactive mindset — always one step ahead of your clients
• You’re responsive, thorough, and love making your clients’ lives easier

📈 What Success Looks Like

• Month-end closes done by the 15th calendar day — with 98%+ accuracy
• Emails responded to within 24 business hours
• Clients love working with you and feel supported, not confused
• You spot issues before clients do — and bring solutions, not just problems