Experienced Bookkeeper

About Transcend Bookkeeping \& Finance

Transcend Bookkeeping \& Finance is a growing, modern accounting and bookkeeping firm dedicated to helping small and mid-sized businesses across the United States achieve financial clarity and long-term success.

We serve clients across a variety of industries, providing comprehensive bookkeeping, accounting support, financial reporting, and financial analysis. By combining accounting expertise, innovative technology, and personalized service, we help business owners better understand their finances and make informed decisions.

We are seeking an experienced, detail-oriented, and self-motivated Bookkeeper to join our fully remote team.

The ideal candidate enjoys working with multiple clients, solving accounting challenges, improving processes, and taking ownership of their responsibilities. This position offers the opportunity to work with diverse businesses, expand your accounting knowledge, and grow professionally within a collaborative and supportive team.

Learn more about us at www.transcendbookkeeping.com.

Key ResponsibilitiesBookkeeping \& Accounting

• Independently manage day-to-day bookkeeping activities for multiple clients across various industries.
• Maintain accurate, complete, and organized financial records using QuickBooks Online and other accounting platforms.
• Reconcile bank accounts, credit cards, loans, and other balance sheet accounts.
• Manage accounts payable and accounts receivable, including invoice processing, payment tracking, and collections follow-up.
• Record deposits, cash receipts, journal entries, and other financial transactions.
• Process vendor bills and payments through Bill.com and other payment platforms.
• Record and reconcile payroll transactions, payroll liabilities, and related expenses.
• Maintain cash flow spreadsheets, supporting schedules, and financial documentation.
• Assist with sales tax calculations, filings, and other accounting compliance requirements as needed.

Financial Reporting \& Analysis

• Independently manage monthly closing procedures, ensuring financial records are accurate, complete, and finalized within established deadlines.
• Prepare monthly financial statements, including Profit \& Loss Statements, Balance Sheets, and Cash Flow Statements.
• Review financial reports for accuracy, consistency, and unusual activity.
• Investigate account discrepancies, identify potential issues, and recommend appropriate adjustments.
• Maintain supporting schedules for loans, fixed assets, revenue, prepaid expenses, and other balance sheet accounts.
• Assist with budgeting, forecasting, and cash flow analysis.
• Help clients understand their financial performance by providing clear explanations and identifying noteworthy trends.

Client Relationships \& Team Collaboration

• Serve as a primary point of contact for assigned clients, maintaining professional and responsive relationships.
• Communicate regularly with clients to request documentation, resolve outstanding questions, and provide financial updates.
• Manage multiple client accounts simultaneously while meeting established deadlines.
• Collaborate with internal team members to ensure efficient workflows, accurate reporting, and consistent service quality.
• Proactively identify opportunities to improve bookkeeping procedures, internal controls, and operational efficiency.
• Maintain confidentiality and professionalism when handling sensitive client financial information.

Qualifications \& RequirementsRequired Qualifications

• Bachelor's degree in Accounting, Finance, Business, Mathematics, or a related field.
• Minimum of 3 years of professional bookkeeping or accounting experience.
• Minimum of 2 years of hands-on experience with QuickBooks Online.
• Proficiency in Microsoft Excel, including formulas, spreadsheets, and financial data analysis.
• Strong understanding of accounting principles, including accrual accounting, journal entries, and account reconciliations.
• Experience preparing financial statements and completing month-end close procedures.
• Ability to independently manage multiple clients, competing priorities, and recurring deadlines.
• Exceptional attention to detail, accuracy, and organizational skills.
• Strong analytical and problem-solving abilities, with the initiative to research and resolve discrepancies.
• Excellent written and verbal communication skills.
• Ability to work independently, take ownership of responsibilities, and remain accountable in a remote work environment.
• Commitment to providing excellent client service and maintaining professional relationships.

Preferred Qualifications

• Previous experience working for a bookkeeping or accounting firm serving multiple clients.
• Experience with Bill.com, Gusto, ADP, or other cloud-based accounting and payroll platforms.
• Familiarity with budgeting, forecasting, and financial analysis.
• Experience improving bookkeeping workflows and implementing accounting procedures.
• Ability to quickly learn new technologies and adapt to different client industries.

Software \& Technology

Our team utilizes a variety of accounting and financial management platforms, including:

• QuickBooks Online and QuickBooks Desktop
• Bill.com
• ADP, Gusto, and QuickBooks Payroll
• Microsoft Excel and Google Sheets
• Various industry-specific accounting and operational platforms

Candidates are not expected to have experience with every platform but must be comfortable learning new software and adapting to different systems.

Remote Work Requirements

As a fully remote company, candidates must have:

• A reliable, high-speed internet connection.
• A computer capable of efficiently running cloud-based accounting applications.
• A dual-monitor workstation or the ability to establish one.
• A quiet, professional workspace suitable for client calls and confidential financial work.
• Availability during established business hours for team collaboration and client communication.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

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

Application Question(s):

• How many years of professional bookkeeping or accounting experience do you have?
• How many years of hands-on experience do you have with QuickBooks Online?
• Have you independently managed month-end close and prepared financial statements?
• Have you managed bookkeeping for multiple clients simultaneously?
• Do you have experience reconciling bank accounts, credit cards, loans, and payroll liabilities?
• Are you comfortable communicating directly with clients to resolve accounting questions?
• Are you comfortable with the advertised salary range of 55,000-65,000?
• Do you have a reliable internet connection and a suitable workspace for remote work?

Work Location: Remote