BOOKKEEPER-ACCOUNTANT-TAXPREPARER

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: TYPE OF WORK

Full Time

: SALARY

400.00 MONTHLY TO START BONUS AND MORE

: HOURS PER WEEK

30

: DATE UPDATED

Feb 2, 2026

JOB OVERVIEW

Position Overview

The QuickBooks Onboarding Specialist will be responsible for setting up new clients properly from day one — ensuring accuracy, compliance, and operational efficiency.

You will play a critical role in building the financial foundation for our clients.

? Key Responsibilities
Lead the complete QuickBooks onboarding process
Set up the Charts of Accounts correctly based on the industry
Clean up and organize existing financial records
Import data and reconcile accounts
Configure bank feeds and automation tools
Establish workflows and best practices
Provide basic client guidance when needed
Identify discrepancies and resolve issues proactively
Ensure clients are positioned for accurate financial reporting
? REQUIRED — TRUE EXPERIENCE ONLY

We are specifically seeking candidates who have:
? 3+ years of hands-on QuickBooks experience
? Advanced knowledge of QuickBooks Online (QBO)
? Experience with onboarding multiple businesses
? Strong reconciliation skills
? Cleanup/catch-up expertise
? Ability to troubleshoot complex setups
? Confidence working independently

Preferred:
? QuickBooks Certification
? Accounting or bookkeeping background
? Experience working with multiple industries
? Strong attention to detail

???? Who Should NOT Apply
This role is NOT a fit if you:
? Are still learning QuickBooks
? Only categorize transactions
? Need step-by-step supervision
? Lack of onboarding experience

We are looking for a proven professional, not someone training on the job.

SKILL REQUIREMENT

Accounts Reconciliations Quickbooks Account Retention

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Job Post	Reporter	Rank	Reason	Date

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BOOKKEEPER-ACCOUNTANT-TAXPREPARER

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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