Bookkeeping Associate

About the Role

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are building an offshore team in India to handle day-to-day bookkeeping and accounting support functions.

Bookkeeping Associate

Key Responsibilities

• Record and classify financial transactions such as invoices, receipts, and journal entries.
• Perform reconciliations for bank accounts, credit cards, and other general ledger accounts.
• Assist with month-end close activities, including review of ledgers for accuracy and completeness.
• Support setup and maintenance of bookkeeping systems for new clients (e.g., chart of accounts, automation rules, workflow processes).
• Prepare and deliver standard financial reports such as balance sheets, income statements, and cash flow summaries.
• Collaborate with U.S. counterparts to understand client-specific requirements and ensure consistent delivery quality.
• Document evolving processes and help refine standard operating procedures (SOPs).
• Participate in testing and feedback for new tools, templates, or technology integrations as the business scales.
• Maintain confidentiality of client financial data in compliance with company and regulatory standards.

Preferred Qualifications

• Bachelors degree in Accounting, Commerce, Finance, or related field.
• 2 - 4 years of bookkeeping or accounting experience (QuickBooks, Xero, or similar software preferred).
• Strong understanding of basic accounting principles (debits, credits, accruals, reconciliations).
• Experience working with international clients (U.S. preferred) or in an offshore shared-service model.
• Excellent attention to detail and ability to meet deadlines across multiple clients.
• Good written and verbal communication skills in English.
• Proficiency with Microsoft Excel and comfort learning new digital tools.

What Were Looking For

• Adaptability:

  Comfortable operating in a dynamic environment with evolving processes.

• Collaboration:

  Able to partner closely with U.S.-based finance and operations teams.

• Accountability:

  Takes ownership for delivering accurate and timely work.

• Continuous Learning:

  Interested in growing as our model matures — including potential specialization in client onboarding, quality control, or analytics over time.