Overview
we 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 processed
reconcile monthly books for assigned client accounts
identify and flag unusual or questionable transactions
ensure accurate coding based on standard accounting and irs chart of accounts guidelines
manage approximately 5–6 client accounts per specialist
2. Customer communication & support
respond to client inquiries regarding transactions and bookkeeping matters via support platform
conduct brief consultations (email or phone) to clarify transaction details
maintain an empathetic and professional communication style
handle cases requiring back-and-forth communication for accuracy
3. Quality assurance
review bookkeeping work prior to monthly close
ensure compliance with bookkeeping standards and procedures
escalate complex issues when necessary
4. Documentation & process
document customer interactions and updates in the support system
follow internal workflows and bookkeeping procedures
maintain organized financial records for audit and tracking purposes
qualifications & skills
prior bookkeeping experience (any level)
familiarity with general accounting principles
strong english fluency (written and verbal)
customer service experience (essential)
excellent attention to detail and problem-solving skills
empathetic and people-oriented communication style
comfortable working asynchronously and with u.s. time zones
ability to accommodate flexible hours during peak tax seasons
experience with large accounting firms is a plus (e.g., big 4 background)
tools & software familiarity
quickbooks or comparable accounting software (training provided on internal tools)
general comfort with financial and saas platforms
willingness to learn proprietary bookkeeping systems
work schedule
must overlap with u.s. business hours
flexibility required during tax season peaks
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