CPA / Bookkeeper

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TYPE OF WORK

Full Time

SALARY

$1,300 - $1,800 per month

HOURS PER WEEK

40

DATE UPDATED

Oct 16, 2026

JOB OVERVIEW

About the Role

We are looking for a highly organized, no-excuses Bookkeeper to manage monthly bookkeeping, enforce deadlines, and keep client files clean and year-end ready.

You must meet one of these experience requirements (non-negotiable):

Minimum 5 years of hands-on QuickBooks Online (QBO) experience, OR

Minimum 3 years of hands-on Xero experience

If you don’t meet at least one of the above, do not apply.

Key Responsibilities
1. Monthly Bookkeeping Completion

Reconcile all bank and credit card accounts

Categorize transactions accurately

Manage Accounts Receivable (AR) and Accounts Payable (AP)

Investigate variances and post adjustments

Complete month-end reporting

Prepare clean year-end files ready for CPA review

2. Workflow Bottleneck Removal

Push team members to meet internal and client deadlines

Step in and personally complete tasks when required

Attend weekly and monthly review meetings with the CEO

3. Deadline Enforcement

Enforce daily, weekly, and monthly internal deadlines

Ensure on-time completion of payroll, reconciliations, and month-end closes

Operate with zero tolerance for delays

4. Client Communication Using Internal Knowledge GPT

Respond to all client queries promptly and professionally

Use internal Knowledge GPT for standardized, accurate responses

Escalate only complex tax or structural issues to the CPA

5. Follow-Up on Missing Bank Feeds

Monitor bank feed connections daily

Send templated missing-feed emails when connections break

Follow up every 24 hours until the issue is resolved

6. Resolving Client Concerns

Investigate client issues using QBO and internal systems

Coordinate with team members to resolve problems quickly

Escalate only when CPA-level review is required

Qualifications (Must-Haves)

5+ years QBO or 3+ years Xero (hands-on, not just exposure)

2+ years of bookkeeping or accounting operations experience overall

Strong QBO skills (bank feeds, rules, reconciliations, reporting)

Experience with Canadian or U.S. sales tax (GST/HST, state/local tax)

Strong written and verbal communication skills

Highly organized, proactive, and comfortable enforcing deadlines

Performance Expectations

Zero missed deadlines

Clean, accurate month-end work with minimal corrections

Fast response times to clients and internal requests

High client satisfaction and low complaint volume

Consistent and effective use of internal Knowledge GPT

MUST BE ABLE TO WORK 10AM MOUNTAIN STANDARD TIME TO 2PM

Very Important-- PLEASE DO NOT APPLY IF YOU DONT MEET THE ABOVE OR CANT DO CANADIAN ACCOUNTING AND TAX.

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