Accounting Specialist

Role Overview

We are looking for a detail-oriented Accounting Specialist to support bookkeeping, reconciliations, month-end close, reporting, invoicing, collections, payroll processing, and related accounting workflows.

This is a remote role for someone who is organized, dependable, comfortable working independently, and able to manage multiple priorities with accuracy and professionalism.

The ideal candidate has strong bookkeeping experience, solid QuickBooks knowledge, excellent written and verbal English communication skills, and the ability to follow established processes. Experience with IT companies, MSPs, ConnectWise, or client-facing bookkeeping environments is a plus.

Key Responsibilities

Perform bank and credit card reconciliations

Maintain accurate bookkeeping records in QuickBooks Online and/or QuickBooks Desktop

Prepare and post journal entries

Assist with month-end close activities

Review Profit & Loss statements and Balance Sheets for accuracy

Identify discrepancies, missing information, or unusual transactions

Prepare financial reports and supporting schedules

Support accounts receivable follow-up and collections efforts

Assist with monthly invoicing processes

Support payroll processing as needed

Assist with sales and use tax filing as needed

Organize and maintain digital financial records and supporting documentation

Communicate professionally regarding outstanding items, missing documentation, and financial information

Assist with ConnectWise-related bookkeeping workflows, data review, and account management

Follow cybersecurity and data security procedures

Manage multiple deadlines and priorities in a remote environment

Requirements

Required Qualifications

Minimum 2 years of bookkeeping, accounting, or related finance experience

Strong experience with QuickBooks Online and/or QuickBooks Desktop

Experience performing bank and credit card reconciliations

Experience supporting month-end close processes

Ability to review financial statements and identify discrepancies

Experience preparing financial reports or supporting schedules

Strong attention to detail and accuracy

Excellent written and verbal English communication skills

Ability to manage multiple tasks and deadlines at the same time

Comfortable working independently in a remote environment

Strong organizational and follow-through skills

Basic cybersecurity awareness, including phishing, email security, password safety, and handling sensitive financial data

Preferred Qualifications

Experience working with IT companies, MSPs, or professional services businesses

Experience with ConnectWise Manage or similar PSA/business management software

Experience with accounts receivable follow-up and collections

Experience with payroll processing

Experience with sales and use tax filings

Experience working in a client-facing bookkeeping or outsourced accounting environment

Familiarity with recurring revenue, project billing, agreements, service tickets, or MSP invoicing workflows

Remote Work Requirements

Candidates must have a reliable, professional remote work setup that includes:

Reliable fiber internet connection with a minimum speed of 100 Mbps

Battery backup or UPS for internet connectivity

Battery backup or UPS for workstation equipment where applicable

Dedicated work device used only for work purposes

Computer with at least an Intel i5 processor or equivalent

Minimum 8 GB RAM, with 16 GB RAM preferred

Device must be less than 5 years old

Noise-cancelling headset suitable for client calls and virtual meetings

Quiet, professional workspace suitable for remote work

Ability to maintain confidentiality and securely handle client financial information

Willingness to follow all cybersecurity, data security, and acceptable-use policies

Skills and Attributes

Highly organized and process-driven

Strong problem-solving ability

Comfortable asking questions and escalating issues when needed

Able to work independently while staying aligned with expectations

Clear and professional communicator

Detail-oriented with strong follow-through

Able to handle confidential financial information responsibly

Comfortable learning new systems and workflows

Reliable, accountable, and deadline-focused

Work Schedule

This is a full-time remote position. Candidates must be able to work hours as directed by the client, including overlap with U.S. business hours as needed.

What We’re Looking For

We are looking for someone who takes ownership of their work, communicates clearly, and understands the importance of accurate financial data. The right candidate does not need to know everything on day one, but they should have strong bookkeeping fundamentals, a willingness to learn, and the ability to follow detailed processes consistently.

Application Requirements

Please submit your resume and include details about your experience with:

QuickBooks Online and/or QuickBooks Desktop

Bank and credit card reconciliations

Month-end close support

Financial reporting

Payroll processing, if applicable

Sales and use tax filing, if applicable

ConnectWise or MSP-related accounting workflows, if applicable