Lead Bookkeeper (Remote) - US/Canada Only

Apply on our website: https://www.specializedat.com/lead-bookkeeper/ Specialized Accounting is an experienced hospitality accounting firm dedicated to managing the financial complexities of businesses in industries like hospitality, marinas, restaurants, and service-based ventures. We help our clients concentrate on their passion by taking care of their accounting needs with precision and expertise. Through delivering value-driven and actionable insights, we go beyond traditional accounting services to support client success. Our team is committed to being a genuine financial partner, offering metrics and tools that drive business growth. Apply here: https://www.specializedat.com/lead-bookkeeper/ Role Description This is a full-time remote role for a Lead Bookkeeper. As a Lead Bookkeeper, you will be responsible for maintaining accurate financial records, managing financial statements, recording journal entries, and utilizing accounting software. You will play a key role in ensuring financial data accuracy and providing essential support for financial decision-making, while gradually taking on more ownership of client relationships. The ideal candidate for this position is motivated to develop into an Account Manager, assuming broader responsibilities for client communication, advisory support, and strategic oversight of assigned accounts over time. This position will be a long-term remote role with a full-time schedule: 35-40 hours per week (7-8 hrs per day), with the majority of your work performed between 9:00 am -5:00 pm CT. This role must be your first priority in terms of work/employment. You will be unable to work full-time elsewhere and satisfactorily complete the duties required of this position (i.e., it’s not a side hustle). This role demands availability that aligns with our team’s operational needs, including essential meetings, collaborative projects, and client interactions during business hours. Our work environment values flexibility but also requires a degree of adaptability due to the need for real-time response and active engagement. Fixed availability periods cannot be accommodated in this position. Responsibilities Assist a growing portfolio of clients in managing their accounting needs, including (but not limited to): • Develop agency, leadership, and a sense of ownership of client accounts, with a view toward transitioning into an Account Manager role. • Active engagement and involvement and the desire to learn, update, and improve processes. • Data input of day-to-day accounting operations. • Reconciliation of bank and credit card accounts. • Accounts payable and accounts receivable support. • Payroll reconciliation. • Revenue recognition and point-of-sale data extraction. • Speaking with clients and answering client accounting procedural questions (with increasing responsibility for client communication as you progress). • Calculating and entering month-end accruals and adjusting entries. • Updating the documentation of processes and procedures, as well as quarterly process reviews. • Communicating with clients in a timely and professional manner. • Collaborating with senior team members and Account Managers to support client deliverables and gradually assume more account management duties. • Other duties as assigned. Qualifications • Proficiency in bookkeeping and creating accurate journal entries in an organized and efficient manner. • Experience using accounting software to manage financial records. • Strong knowledge of financial statements and finance principles. • Attention to detail, organizational skills, and the ability to work independently. • Demonstrated interest in professional growth toward a client-facing Account Manager role. • Previous experience in hospitality or service-based industries is a plus. • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience preferred. Requirements: • High degree of customer service, attention to detail, and ability to manage multiple tasks. Excellent written and verbal communication skills. • Must be able to problem-solve. Learning new programs & problem-solving issues is imperative. • Proficient with technology; solid knowledge of computer operations and software. • Must have (or be willing to obtain) a dedicated secure internet connection. • Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring. • Ability to work in a fast-paced environment with minimal supervision. • Must be located in the United States or Canada. • Travel to semi-annual in-person Team Retreats. Locations for in-person team meetings will vary. Experience with the following is preferred (but not required): • Double (fka Keeper) • QuickBooks Online • Receipt capture software (Ramp, etc.) • Teams • Microsoft Excel • Gusto Pro We are seeking a candidate who: • Possesses ninja customer service skills • Is empathetic and loves to help others • Has a quiet workspace for meetings and conversations • Knows how to prioritize, stay organized, and can problem-solve • Is Humble, Hungry, and Smart • Has solid bookkeeping experience and accounting knowledge, with the ambition to grow into an Account Manager role. • Preference to applicants with remote work experience What we value: • Accuracy and Speed – We strive to give our clients timely responses to their questions and accurate information to allow them to grow their businesses. • Continuous Improvement – Processes, Productivity, and Personal Development. We encourage and expect a never-ending quest to continually make ourselves and our operations better. Applicant must be able to accept constructive criticism, as processes are always evolving and can be improved. • Fun – If we aren’t enjoying what we are doing, then why do it? • Attention To Detail – We want someone who prides themselves on making sure our services remain top-notch. We value Attention to Detail so much that we have a secret for you. We will only be giving interviews to applicants who answer this question in the “Additional Comments” section: “What unique strength or Superpower do you bring to a team?” Be sure to use the word “superpower” so we know you read the full job description. This is how we find the super rad people like YOU amongst all the people who throw their resume at every job application out there. In short, this is how we find you! • Honesty & Integrity – Our clients give us visibility into their financial situation, which feels very private to them. Trust between our team and our clients is paramount. • Flexibility and a willingness to learn new things – We are a fast-growing company with a variety of ever-evolving needs. Who we are: • A small but growing team that truly wants to help good folks grow and operate their own successful businesses. • We work hard, but we like to laugh. • Knowledge of cheesy 80s music, along with the ability to recite quotes from The Princess Bride and Scrubs is a definite plus! • Not boring! If you’re stodgy and humorless, in the words of Pearl Jam... we’re “Not for You.” The Perks, Performance, and Pay: • The starting pay for this position is $22/hr. • This position will require 35-40 hours/week (7-8 hours per weekday). • You will be expected to work primarily between 9:00 am-5:00 pm CT and must generally be available during business hours on a week-to-week basis. • Holiday pay • Bonus program for eligible employees • Health benefits • 401(k) plan • Computer and IT services are provided and managed by Specialized Accounting. • Attention Fellow Business Owners* If you find yourself inspired by our job posting, please note that we do not legally give you permission to copy our job posting. If you want to learn more about the hiring process, go check out Breakthrough for Bookkeepers & Accountants Apply here: https://www.specializedat.com/lead-bookkeeper/ Pay: $22.00 per hour Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Vision insurance • Work from home Schedule: • Day shift • Monday to Friday Supplemental Pay: • Bonus pay • Commission pay Application Question(s): • Is there anything else we should know about you? Any additional comments or notes about why you think you'd be a great fit for our team? Experience: • Bookkeeping: 2 years (Required) Work Location: Remote Apply tot his job Apply To this Job