Accountant / Bookkeeper - Client facing

Role Overview

We are seeking a client-focused Accountant/Bookkeeper to provide reliable, high-quality

accounting support while serving as a trusted financial partner to our clients. This role is

responsible for maintaining accurate financial records, managing day-to-day accounting

activities, and delivering clear financial insights to support informed business decisions. The

position requires regular communication with clients and collaboration during Pacific Standard

Time (PST) business hours.

Scope of Services & Responsibilities

Accounting & Record Maintenance

● Maintain accurate, complete, and up-to-date accounting records using cloud-based

accounting platforms such as QuickBooks, Xero, Salesforce, and related systems.

● Review, categorize, and post all bank and financial transactions, proactively

communicating with clients to clarify and properly classify ambiguous transactions.

● Record monthl...