Bookkeeper

About Simple Balanced Bookkeeping

At Simple Balanced Bookkeeping, we help small business owners gain clarity and confidence in their finances. We believe bookkeeping is about more than numbers. It is about building trusted relationships, creating calm from chaos, and empowering business owners with accurate financial information that helps them make informed decisions.

We value integrity, accountability, clear communication, attention to detail, and a commitment to continuous improvement. We are seeking a Staff Bookkeeper who enjoys serving clients, solving problems, and contributing to a positive team culture.

Position Summary

The Staff Bookkeeper is responsible for managing bookkeeping functions for a portfolio of small business clients. This role requires strong accounting knowledge, exceptional attention to detail, and the ability to communicate financial information clearly and professionally.

The ideal candidate is organized, dependable, proactive, and enjoys working both independently and collaboratively.

Key Responsibilities

• Manage bookkeeping for multiple client accounts.
• Record and classify financial transactions accurately.
• Perform monthly bank and credit card reconciliations.
• Process accounts payable and accounts receivable.
• Assist with payroll processing and payroll reconciliations.
• Prepare monthly financial reports and supporting schedules.
• Review client records for accuracy and completeness.
• Identify bookkeeping discrepancies and resolve issues promptly.
• Support month-end and year-end closing activities.
• Collaborate with clients, tax professionals, and internal team members.
• Document and improve bookkeeping processes and procedures.
• Maintain confidentiality of client financial information.

Qualifications

Required

• Associate's or Bachelor's degree in Accounting, Finance, or related field, or equivalent experience.
• Minimum 2-3 years of bookkeeping experience.
• Experience with QuickBooks Online.
• Strong understanding of:
• General ledger accounting
• Bank reconciliations
• Accounts payable
• Accounts receivable
• Payroll fundamentals
• Proficiency with Microsoft Excel and Microsoft 365.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.

Preferred

• QuickBooks Online ProAdvisor certification.
• Experience working in a bookkeeping or accounting services firm.
• Knowledge of multiple client industries.
• Experience with payroll systems and sales tax reporting.

Success Traits

The ideal team member:

• Takes ownership of their work.
• Values accuracy and attention to detail.
• Communicates proactively.
• Learns quickly and adapts to change.
• Enjoys helping small business owners succeed.
• Thrives in a collaborative environment.
• Demonstrates emotional intelligence and professionalism.
• Is naturally curious and seeks continuous improvement

Culture Add

Simple Balanced Bookkeeping values individuals who bring self-awareness, authenticity, and a growth mindset to their work. We appreciate different perspectives and encourage team members to understand how they work best, communicate effectively, and contribute positively to the team. Discussions around personal development tools, including personality assessments, Human Design, or similar frameworks, may be welcomed as part of team-building and self-discovery, but hiring decisions are based on qualifications, experience, competencies, and alignment with company values.

Pay: From $28.00 per hour

Expected hours: No more than 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person