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Financial Clerk

2 months ago

The Woodlands, United States Montgomery Business Solutions LLC Full time

This is a remote position.

Montgomery Business Solutions, LLC is a boutique provider of back office services. We specialize in bookkeeping, payroll, and other administrative tasks for small to medium-sized businesses. This is a small team serving customers across the country and in a range of industries including B2C and B2B.

As a small business, we have flexibility, but this position would start as a part-time position and you would have the option to stay part-time or work towards a full-time position. The position is 100% remote work from home.

As an Account Support Specialist/Bookkeeper, you'll help Montgomery Business Solutions to:

  • Enter customer transactions into their accounting systems (QuickBooks, Zoho Books, Xero, etc.)
  • Reconcile month-end statements to our customers' accounting systems
  • Write invoices and purchase orders for our customers
  • Review balance sheet reports to verify your data-entry
  • Scan customer receipts to their accounting system or cloud storage
  • Monthly financial reporting
  • Respond to the communications of our established customers in a timely and professional manner

If you have advanced accounting experience, we would also have you set up new customers' systems and have full life cycle management of customers.

Requirements

Minimal Requirements

  • 5-10 years bookkeeping experience
  • Bachelor's degree may substitute for some experience
  • QuickBooks Online Experience
  • Strong Customer Communication
  • Detail Oriented
  • Must be in the United States and familiar with US Accounting Principles and Practices

Preferred Requirements

  • Zoho Books and CRM Experience
  • Tax Preparation
  • Small Business Experience
  • Customer Management/Account Management

Benefits

Initial Benefits

  • Flexibility on work schedule or W-2 employment options

Full-Time (When Available)

  • Paid Holidays
  • Paid Vacations
  • Health Insurance