Senior Bookkeeper

Senior Bookkeeper

P&G Advisors, LLC | Full-Time | Remote

About P&G Advisors

P&G Advisors is a growing accounting and business advisory firm dedicated to helping entrepreneurs build more profitable, valuable, and sustainable businesses.

We provide bookkeeping, tax planning and preparation, and fractional CFO advisory services to small and midsize businesses. Our approach goes beyond preparing financial statements. We help business owners understand their numbers, make better decisions, increase profitability, and build long-term enterprise value.

Accurate, timely, and reliable accounting is the foundation of everything we do.

Position Overview

We are seeking an experienced, highly detail-oriented Senior Bookkeeper to join our virtual accounting team.

This position is designed for a seasoned bookkeeping professional who takes ownership of their work, understands the full accounting cycle, and can produce accurate, complete, and tax-ready financial records with minimal supervision.

The Senior Bookkeeper will manage an assigned portfolio of business clients, including some of our more complex engagements, while also helping review and improve the quality of work performed by other members of our bookkeeping team.

The ideal candidate is someone who recognizes that great bookkeeping is not simply about categorizing transactions or reconciling bank accounts. It is about ensuring that every financial statement tells an accurate and reliable story about the underlying business.

This position reports directly to our accounting leadership and works collaboratively with our accountants, tax professionals, and fractional CFO advisors.

Key Responsibilities

Client Bookkeeping and Financial Management

• Take primary responsibility for an assigned portfolio of bookkeeping clients.
• Manage the full bookkeeping cycle, including transaction classification, account reconciliations, journal entries, and month-end closing.
• Maintain accurate general ledgers, balance sheets, and profit and loss statements.
• Manage and reconcile bank accounts, credit cards, loans, and other balance sheet accounts.
• Support accounts payable, accounts receivable, and payroll-related accounting as required.
• Identify and resolve discrepancies, unusual account balances, duplicate transactions, and other accounting issues.
• Ensure financial records are complete, properly supported, and ready for management review.

Quality Assurance and Review

• Review bookkeeping work prepared by other team members for accuracy, completeness, and consistency.
• Identify errors, unreconciled accounts, questionable balances, and incomplete month-end procedures before financial statements are delivered to clients.
• Recommend corrections and support improvements in accounting processes and internal controls.
• Help establish and maintain consistent bookkeeping quality standards across the firm.
• Assist with training and mentoring less-experienced bookkeeping team members as needed.

Month-End Close and Tax Readiness

• Complete assigned month-end closing activities accurately and within established deadlines.
• Prepare financial statements and supporting schedules for review by accounting leadership and advisors.
• Maintain organized records and reconciliations that support efficient year-end tax preparation.
• Coordinate with the firm's tax professionals to resolve bookkeeping questions and prepare tax-ready financial information.
• Provide assistance with straightforward individual income tax returns during tax season, as appropriate to experience and training.

Team Collaboration and Workflow Management

• Work directly with accounting leadership, tax professionals, and fractional CFO advisors to address client needs.
• Use Karbon, our practice management platform, to manage assignments, follow checklists, track time, document work, and communicate progress.
• Take ownership of assigned deliverables and communicate potential problems proactively.
• Assist with accounting cleanup, catch-up bookkeeping, and special projects.
• Contribute to the development of efficient, scalable bookkeeping processes.

Qualifications

Required

• Extensive hands-on professional bookkeeping experience, preferably supporting multiple businesses or entities.
• Strong proficiency in QuickBooks and a thorough understanding of the bookkeeping cycle.
• Demonstrated ability to independently reconcile accounts, troubleshoot discrepancies, and prepare accurate financial statements.
• Strong understanding of general ledger accounting, accruals, adjusting entries, and balance sheet integrity.
• Exceptional attention to detail and a commitment to accuracy.
• Strong organizational, time management, and problem-solving skills.
• Ability to work independently in a fully remote environment while maintaining reliable communication with team members.
• Professionalism, accountability, discretion, and a client-service mindset.

Preferred

• QuickBooks ProAdvisor certifications or equivalent advanced QuickBooks training.
• Experience with QuickBooks Online, QuickBooks Desktop, Enterprise, and payroll functions.
• Experience supporting multiple clients or businesses across different industries.
• Experience preparing accounting records for CPA review and business tax returns.
• Experience reviewing the work of junior bookkeepers.
• Familiarity with Karbon or similar accounting practice management software.
• Experience supporting individual income tax preparation.
• Formal accounting education is welcome but not required; demonstrated expertise and experience are highly valued.

What Success Looks Like

Success in this role means that:

• Assigned clients' books are complete, accurate, and closed on schedule.
• Financial statements are reliable and ready for advisor and client review.
• Balance sheet accounts are properly reconciled, with unusual items identified and resolved.
• Errors are detected and corrected before financial information reaches clients.
• Accounting leadership and advisors can confidently rely on the financial information produced.
• The overall quality, consistency, and efficiency of the firm's bookkeeping function continue to improve.

Work Environment

This is a full-time, remote position requiring 40 hours per week and consistent availability during agreed-upon working hours.

The Senior Bookkeeper will work closely with a collaborative, distributed team of accounting professionals and business advisors.

We value initiative, continuous learning, attention to detail, ownership, and a shared commitment to helping our clients succeed.

Equal Opportunity

P&G Advisors is an equal opportunity employer. We evaluate applicants based on their qualifications, experience, and ability to perform the responsibilities of the position.