Bookkeeper

Benefits:

• Opportunity for advancement
• Training & development
• Wellness resources
• Flexible schedule

Role

• Recording transactions in the appropriate company account ledgers using spreadsheets or accounting software including but not limited to ABC Financial, Paychex, QuickBooks.
• Preparing and filing basic financial documents, such as income statements, profit and loss (P&L) statements, and year end trial balances for the LLC to C Corp.
• Work with AP staff assisting in reconciliation and filing.
• Organizing receipts, invoices and physical copies of financial documents.
• Works with local, state, and federal agencies managing discretionary and tangible property tax.
• Works with Guidant Financial on filing form 5500 for 401k programs.
• Maintaining compliance with financial reporting regulations, such as the Generally Accepted Accounting Principles (GAAP)
• Completing research and aiding the CPA as needed
• Leads projects including working with insurance companies for annual policy processing and reviews.
• Works closely with the onboarding specialist and assist with approving payroll and preparing documents in Docusign.

Qualifications

• Basic knowledge of bookkeeping and accounting methods, including double-entry bookkeeping, accrual accounting and cash accounting.
• Strong math skills to calculate debits and credits to accounts and complete account reconciliations.
• Experience entering transactions into accounting software programs, such as QuickBooks, ABC Financial, Chase.
• Ability to use spreadsheets and accounting software to produce key financial reports, such as income statements, balance sheets, cash flow statements, accounts payable (AP) statements and accounts receivable (AR) statements.
• Understanding of basic tax liabilities, including payroll and sales tax
• Familiarity with laws and regulations related to the preparation of financial statements.
• Experience with HR, DOL, and regulations concerning employee matters.
• Experience in AI tools and the ability to leverage these tools to assist with time management.
• Attention to detail with the highest level of analytical skills to identify errors or discrepancies.
• Communication and interpersonal skills to collaborate with accounting team members.

Local and Remote

• Most of the time will be working from a home office. At times, travel within the Ft Myers and Naples area may be required.

Full or Part Time

• This is not a full time role. During seasons hours will vary.

Flexible work from home options available.