Bookkeeper/Office Manager

Job Description

Job Description

Office Manager/Bookkeeper

Responsibilities:

Bookkeeping

• Maintain accurate bookkeeping using QuickBooks Online
• Process accounts payable and payroll
• Categorize and reconcile all income, expenses, bank accounts, and credit cards
• Maintain balance sheet accounts, including loan amortization schedules and fixed assets
• Prepare monthly financial statements, including:
• • Profit & Loss Statements
  • Balance Sheets
  • Budget-to-Actual Reports
  • Cash Flow Reports
• Assist with budgeting and financial forecasting
• Prepare year-end information for tax returns, including 1099s and W-2 reporting
• Support tax planning and financial analysis projects

Office Operations

• Coordinate office workflow and administrative processes
• Schedule meetings and maintain calendars
• Prepare meeting notes, action items, and follow-up communications
• Track project status and client hours
• Develop and maintain organized digital and paper filing systems
• Draft correspondence, reports, and professional documents
• Answer client inquiries by phone and email with professionalism and warmth

Vendor & Project Coordination

• Obtain vendor bids and coordinate projects
• Verify completion of work before authorizing payment
• Collect and maintain insurance certificates, W-9s, and other required documentation
• Coordinate with outside professionals, vendors, and contractors

Team Support

• Assist with research for financial planning, tax planning, estate planning, and Legacy Map projects
• Cross-train with team members to provide operational support
• Participate in process improvement initiatives
• Perform additional administrative and operational responsibilities as assigned
• Perform all other office tasks requested
• Support, cross train and cover team members as needed

Qualifications:

Required

• Three or more years of bookkeeping or accounting experience
• Strong QuickBooks Online experience
• Experience reconciling accounts and preparing financial statements
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Advanced proficiency with Microsoft Office 365, particularly Excel
• Ability to prioritize multiple projects and meet deadlines
• High degree of integrity and confidentiality

Preferred

• QuickBooks ProAdvisor Certification (or willingness to obtain)
• Associate's or Bachelor's degree in Accounting, Finance, or Business
• Experience supporting multiple businesses or professional service firms
• Experience with CRM and cloud-based business software
• Payroll experience

Revelation & Restoration is more than an accounting and consulting firm—we help individuals, families, businesses, and nonprofits bring clarity, organization, and lasting impact to their work and lives.

Our office is located at the beautiful Riverbend Retreat-Fla in Riverview, providing a peaceful, inspiring environment that is a refreshing alternative to the traditional office. You'll work with clients across the country while enjoying a workplace that values collaboration, excellence, and meaningful relationships.

We believe in creating an environment where people can do their best work. You'll enjoy:

A peaceful waterfront setting that promotes focus and productivity
A variety of meaningful work that keeps every day interesting
Opportunities to learn and grow professionally
A collaborative, supportive team culture
The chance to make a real difference for clients nationwide
A company that values integrity, excellence, service, and continuous improvement

If you're looking for more than "just another job" and want to be part of building something meaningful, we'd love to meet you.

Company Description

Revelation & Restoration is more than an accounting and consulting firm—we help individuals, families, businesses, and nonprofits bring clarity, organization, and lasting impact to their work and lives.\n\nOur office is located at the beautiful Riverbend Retreat-Fla in Riverview, providing a peaceful, inspiring environment that is a refreshing alternative to the traditional office. You'll work with clients across the country while enjoying a workplace that values collaboration, excellence, and meaningful relationships.\n\nWe believe in creating an environment where people can do their best work. You'll enjoy:\n\nA peaceful waterfront setting that promotes focus and productivity\nA variety of meaningful work that keeps every day interesting\nOpportunities to learn and grow professionally\nA collaborative, supportive team culture\nThe chance to make a real difference for clients nationwide\nA company that values integrity, excellence, service, and continuous improvement\n\nIf you're looking for more than "just another job" and want to be part of building something meaningful, we'd love to meet you.