Job Description

*Bookkeeping & Customer Support Specialist | Remote
Overview *
We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients, primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.

*Apply here:

Key Responsibilities *
1. Transaction Management (Core Focus)

  • Review and categorize transactions that cannot be automatically processed
  • Reconcile monthly books for assigned client accounts
  • Identify and flag unusual or questionable transactions
  • Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines

  • Manage approximately 5–6 client accounts per specialist

  • Customer Communication & Support

    • ...

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