Bookkeeper & Administrative Assistant

Job Description

Job Description

Core Responsibilities:

• Data Entry: Input, review, and categorize daily bank and credit card transactions within the accounting software.
• Account Reconciliations: Perform monthly reconciliations for bank accounts, credit cards, and business loans to ensure a $0.00 variance.
• Tax Prep Handoff: Keep the chart of accounts organized and pull financial reports to hand off to our external CPA for tax season.
• Office Coordination: Manage incoming mail, monitor office supply inventory, and order necessary equipment.
• Client & Vendor Relations: Serve as the first point of contact by answering phones, responding to general emails, and greeting visitors.
• Calendar Management: Schedule meetings, coordinate appointments, and manage travel arrangements for management.
• Digital Filing: Maintain an organized digital and physical filing system for company contracts, records, and receipts.

Requirements and Qualifications:

• Experience: 2+ years of proven experience in bookkeeping and office administration.
• Software Skills: Proficiency in accounting platforms (e.g., QuickBooks Online, Xero) and office software (e.g., Microsoft Office 365, Google Workspace).
• Accounting Degree: Strong understanding of basic accounting principles, debit/credit entries, and financial statements.
• Soft Skills: Excellent time-management skills, high attention to detail, and strong written and verbal communication.