About the job bookkeeping & customer support specialist | remoteoverviewwe are seeking a detail-oriented and customer-focused bookkeeping & customer support specialist to support u.s.-based clients, primarily therapy practice owners.
this role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.review and categorize transactions that cannot be automatically processedreconcile monthly books for assigned client accountsidentify and flag unusual or questionable transactionsensure accurate coding based on standard accounting and irs chart of accounts guidelinesmanage approximately 5–6 client accounts per specialistcustomer communication & supportrespond to client inquiries regarding transactions and bookkeeping matters via support platformconduct brief consultations (email or phone) to clarify transaction detailsmaintain an empathetic and professional communication stylehandle cases requiring back-and-forth communication for accuracyquality assurancereview bookkeeping work prior to monthly closeensure compliance with bookkeeping standards and proceduresescalate complex issues when necessarydocumentation & processdocument customer interactions and updates in the support systemfollow internal workflows and bookkeeping proceduresmaintain organized financial records for audit and tracking purposesqualifications & skillsprior bookkeeping experience (any level)familiarity with general accounting principlesstrong english fluency (written and verbal)customer service experience (essential)excellent attention to detail and problem-solving skillsempathetic and people-oriented communication stylecomfortable working asynchronously and with u.s. time zonesability to accommodate flexible hours during peak tax seasonsexperience with large accounting firms is a plus (e.g., big 4 background)tools & software familiarityquickbooks or comparable accounting software (training provided on internal tools)general comfort with financial and saas platformswillingness to learn proprietary bookkeeping systemswork schedulemust overlap with u.s. business hoursflexibility required during tax season peaks#j-*-ljbffr