Job Overview
Location
Remote
Job Type
Full-time
Category
Software Engineering
Date Posted
May 28, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary bookkeeping contact for a portfolio of at least 10 veterinary practice clients nationwide, maintaining consistent, professional, and responsive communication.
- • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up to ensure exceptional client service.
- • Build and sustain strong client relationships through consultative support, professionalism, and reliability in all interactions.
- • Participate in quarterly client conversations focused on operational and financial performance, offering insights based on financial reporting.
- • Perform full-service bookkeeping using QuickBooks Online (QBO), including ongoing account maintenance, reconciliations, and month-end close processes.
- • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related financial accounts with high accuracy and timeliness.
- • Prepare and finalize comprehensive monthly financial reporting packages and supporting documentation for each client.
- • Ensure all month-end reporting is delivered by the 15th of each month, contingent upon timely receipt of client-submitted data.
- • Review and resolve outstanding “Ask My Accountant” balances and bookkeeping discrepancies prior to finalizing client reports.
- • Assist with onboarding new veterinary practice clients, including QuickBooks Online setup, chart of accounts implementation, account linking, integrations, and initial bookkeeping cleanup.
- • Participate in client onboarding meetings and ensure all required documentation, access requests, and system configurations are completed accurately and on schedule.
- • Utilize workflow systems to manage bookkeeping deliverables, review checkpoints, and reporting deadlines across multiple client accounts.
- • Maintain organized digital documentation, standardized reporting templates, and financial records to ensure consistency and audit readiness.
- • Collaborate with leadership and team members to identify opportunities for improving efficiency, consistency, and client experience within the bookkeeping division.
- • Attend weekly team meetings, training sessions, and monthly webinars to stay aligned with firm standards and process updates.
- • Escalate workflow concerns, capacity challenges, or client-specific issues proactively to leadership for timely resolution.
- • Work independently in a fully remote, high-accountability environment with minimal supervision while maintaining strict adherence to deadlines and quality standards.
- • Demonstrate strong attention to detail, organizational skills, and commitment to accuracy in all financial tasks and client communications.
- • Embrace a client-service-oriented mindset with professionalism, responsiveness, and a solutions-focused approach to problem-solving.
- • Contribute to a collaborative, non-micromanaged culture where trust, empowerment, and meaningful impact are core values.
🎯 Requirements
- • 2+ years of bookkeeping, accounting support, or outsourced accounting experience
- • Strong proficiency in QuickBooks Online (QBO)
- • Experience with financial reporting, reconciliations, and month-end close processes
- • Strong organizational and time-management skills to manage multiple client relationships simultaneously
- • Excellent written and verbal communication skills
- • Ability to work independently in a fully remote, high-accountability environment
🏖️ Benefits
- • 401(k) with company match
- • Medical, Dental, and Vision insurance
- • Paid time off and company holidays
- • Flexible scheduling
- • Continuing education and professional development support
- • Paid training opportunities
- • Opportunities for advancement and career growth
- • Fully remote work environment
Skills & Technologies
Remote
About Crete Professionals Alliance
Crete Professionals Alliance is a member-run organization that unites construction industry professionals, contractors, suppliers, and service providers across the concrete sector. It facilitates networking, training, and business development through events, certifications, and resource sharing. The alliance advocates for industry standards, safety, and sustainable practices while offering marketing support and project referrals to its members. Its mission is to strengthen professional relationships, advance technical knowledge, and promote best practices within the concrete and construction communities in the United States.
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