Bookkeeper I - Client Services

Job Description

Job Description

Bring Order to Financial Complexity

If you're the kind of person who notices the small details others overlook, enjoys solving problems, and takes pride in producing work that is accurate the first time, you may be exactly who we're looking for.

At CPA Business Advisors, bookkeeping isn't simply entering transactions. It's becoming a trusted partner to our clients by providing reliable financial information they can confidently use to run their businesses.

We're looking for someone who enjoys learning, appreciates well-defined processes, communicates proactively, and finds satisfaction in seeing a job completed thoroughly, not just quickly.

Your Impact

As a Bookkeeper I – Client Services, you'll become an important member of our client accounting team. Every day you'll help create financial records our clients depend on to make important business decisions.

Your responsibilities will include:

• Recording financial transactions accurately in QuickBooks Online.
• Reconciling bank, loan, credit card, payroll tax, sales tax, and retirement accounts.
• Preparing monthly, quarterly, and annual work papers.
• Assisting in the preparation and review of financial reports.
• Processing payroll, journal entries, accounts payable, and accounts receivable.
• Communicating with clients to obtain information and answer bookkeeping questions.
• Following established processes to ensure consistency, compliance, and quality.
• Identifying discrepancies before they become larger problems.
• Supporting teammates by keeping projects moving and communicating when assistance is needed.

You'll Probably Enjoy This Role If You:

• Find satisfaction in producing work that is accurate and complete.
• Naturally organize information and enjoy bringing structure to complex tasks.
• Like learning how systems work, not just following instructions.
• Appreciate clear expectations while still taking ownership of your responsibilities.
• Notice inconsistencies that others often miss.
• Believe details matter because they affect the bigger picture.
• Enjoy helping clients and teammates succeed through dependable work.
• Prefer solving problems thoughtfully rather than rushing through them.
• Communicate proactively when priorities change or questions arise.

What Success Looks Like

Success in this role isn't measured by how busy you look.

It's measured by clients receiving accurate financial information on time, teammates knowing they can rely on your work, and projects moving forward with minimal rework.

The people who thrive here are dependable, curious, organized, and committed to continuous improvement.

Qualifications

• Associate degree in Accounting, or equivalent experience.
• Minimum two years of bookkeeping experience.
• Experience using QuickBooks Online.
• Understanding of fundamental accounting principles.
• Strong organizational skills and attention to detail.
• Professional written and verbal communication skills.
• Ability to manage multiple client priorities while maintaining accuracy.

Our Culture

We value people who:

• Keep commitments.
• Ask thoughtful questions.
• Continue learning.
• Communicate early rather than late.
• Take ownership of their work.
• Follow proven processes while remaining open to improvement.
• Treat clients and teammates with professionalism and respect.

This Role May Not Be the Best Fit If You:

• Prefer work that changes dramatically every day.
• Become frustrated by established procedures or documentation.
• Lose interest in repetitive work that requires a high degree of accuracy.
• Prefer working independently with little client interaction.
• Frequently wait until deadlines to complete projects.
• Dislike asking questions or communicating progress when priorities change.

At CPA Business Advisors, we combine more than 30 years of accounting and advisory expertise with a mission-driven approach that places relationships at the center. Our focus goes beyond compliance—we help clients plan strategically, manage complexity, and achieve long-term financial success.

Company Description

At CPA Business Advisors, we combine more than 30 years of accounting and advisory expertise with a mission-driven approach that places relationships at the center. Our focus goes beyond compliance—we help clients plan strategically, manage complexity, and achieve long-term financial success.