Client-Facing Bookkeeper QuickBooks Online | Permanent WFH

We are seeking an experienced and detail-oriented Client-Facing Bookkeeper to support our Consulting CFO and Consulting Team in providing high-quality financial services to medical, aesthetic, and professional-service businesses.

The Client-Facing Bookkeeper will manage day-to-day bookkeeping activities across multiple client accounts, maintain accurate and organized financial records, and ensure client books are clean, consistent, and ready for financial reporting and analysis.

The ideal candidate has strong hands-on experience with QuickBooks Online (QBO), excellent attention to detail, and strong written communication skills. This role requires someone who can work independently, identify discrepancies, communicate professionally with clients, and confidently manage bookkeeping responsibilities while following direction from the Consulting CFO.

Key Responsibilities

Bookkeeping & Accounting

• Perform day-to-day bookkeeping activities for multiple client accounts.
• Maintain accurate and up-to-date financial records in QuickBooks Online.
• Categorize transactions accurately and consistently.
• Perform bank and credit card reconciliations.
• Review transactions for accuracy, completeness, and proper classification.
• Create, maintain, and manage client Chart of Accounts.
• Identify discrepancies, unusual transactions, and bookkeeping issues and escalate them appropriately.
• Perform bookkeeping cleanup and catch-up projects for existing client accounts.
• Assist with month-end bookkeeping and close processes.
• Prepare and review financial reports as needed.
• Ensure client books are organized, accurate, and ready for reporting and analysis.
• Maintain consistent bookkeeping practices across multiple client accounts.
• Assist with other accounting and bookkeeping tasks as assigned.
  
  

Client Communication

• Communicate directly with clients primarily through email.
• Respond professionally to client questions regarding transactions, account activity, and bookkeeping matters.
• Request clarification, receipts, statements, and other supporting documentation when necessary.
• Follow up on outstanding questions, missing information, and required documentation.
• Explain bookkeeping and financial information clearly to clients who may not have an accounting background.
• Maintain professionalism, responsiveness, and confidentiality in all client interactions.
  
  

Consulting CFO & Team Support

• Work closely with the Consulting CFO and Consulting Team on assigned client accounts.
• Follow client-specific bookkeeping procedures, priorities, and instructions provided by the CFO.
• Provide regular updates on account status, completed work, and outstanding issues.
• Flag bookkeeping concerns that may affect financial reporting, cash flow analysis, forecasting, or CFO-level decision-making.
• Assist the Consulting CFO with ad hoc accounting, reporting, and bookkeeping projects.
• Help maintain clean and reliable financial records so the CFO can focus on higher-level financial analysis and strategic advisory services.
  
  

Qualifications

• 3+ years of professional bookkeeping or accounting experience.
• Strong hands-on experience with QuickBooks Online (QBO).
• Experience managing bookkeeping for multiple businesses or client accounts is preferred.
• Strong understanding of:
• Bank and credit card reconciliations
• Transaction categorization
• Chart of Accounts management
• General bookkeeping principles
• Financial statements and reporting
• Bookkeeping cleanup and catch-up projects
• Excellent written English and professional email communication skills.
• Strong attention to detail and accuracy.
• Ability to independently identify and resolve routine bookkeeping issues.
• Excellent organizational and time-management skills.
• Ability to manage multiple client accounts and competing priorities.
• Comfortable communicating directly with clients and asking appropriate questions when information is missing or unclear.
• Ability to work independently while following direction from the Consulting CFO.
• Experience supporting a CFO, fractional CFO, accounting firm, or consulting organization.
• Experience working with medical, healthcare, aesthetic, dental, or professional-services businesses.
• Experience with month-end close processes.
• Familiarity with Profit & Loss, Balance Sheet, and Cash Flow statements.
• Experience cleaning up disorganized or historical QuickBooks accounts.
• Experience working remotely with U.S.-based clients.
• QuickBooks Online certification is a plus.
• Amenable to work during US hours
• Must be willing to undergo a background check as part of the hiring process.
  

Perks

• Permanent Work From Home
• Leave Credits
• Monetary Allowance
• Annual Bonus
• Weekly Paychecks
• Fixed Weekends Off
• Thriving Company Culture with Complete Autonomy
• Exclusive Specialized Training Programs
• Unlock Your Potential with a Highly Competitive Salary
  
  

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Who are we

BizForce is one of the fastest-growing global outsourcing companies in the world, founded in the US in Tucson, Arizona and is now operational in PH!

Our Commitment to delivering high-quality results for our clients and the only way to do that is ensuring a rewarding, respectful and productive experience for our employees. We hold the same values for both our customers and our employees.