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Experienced Bookkeeper and CEO Assistant

1 month ago

San Diego, California, United States Druzy Financials Full time
Job Opportunity

We are seeking a highly skilled bookkeeper and CEO assistant with QBO certification to join our team at Druzy Financials. In this role, you will work closely with the CEO and be responsible for participating in planning and optimizing internal operations using Click-up, as well as managing the financial records of our business clients.

As an ideal candidate, you should have extensive experience in bookkeeping and the ability to create bookkeeping workflows for individual business clients. You should also be highly proficient in QuickBooks Online. This is a great opportunity for growth and potential to take on a leadership role in the bookkeeping department.

Key Responsibilities:

  • Participate in the creation of internal operation workflows.
  • Perform client onboarding tasks.
  • Record financial transactions and maintain accurate financial records for business clients.
  • Process accounts payable and accounts receivable tasks.
  • Perform project-based bookkeeping tasks with QBO.
  • Process payroll tasks with QBO and ADP.
  • Reconcile bank statements and credit card accounts.
  • Prepare financial statements and reports for management.

Requirements:

  • At least 3 years of bookkeeping experience.
  • QBO certification is a must.
  • QBO advanced certification is a plus, but not required, and the candidate must be willing to study and get certified after employment.
  • Strong understanding of accounting principles and financial reporting.
  • Excellent attention to detail and accuracy.
  • Ability to work independently and meet deadlines.
  • Excellent communication and interpersonal skills.
  • Experience working with small to medium-sized businesses is a plus.
  • Ability to utilize software like Click-up and Bill.com.