Entry-Level Bookkeeper | REMOTE

Entry-Level Bookkeeper

Location: Remote
Employment Type: Full-Time

Apply here: https://operationsarmy.com/application

About the Role

We are looking for a detail-oriented, empathetic, and people-focused Entry-Level Bookkeeper to manage bookkeeping tasks while providing excellent customer support. This role balances transaction management, problem-solving, and communication with clients, ensuring accurate financial records and maintaining high-quality service.

Key Responsibilities

1. Transaction Management

• Review and categorize transactions that cannot be auto-categorized (~20% of total volume)

• Reconcile monthly books for assigned client portfolio

• Identify and flag unusual or questionable transactions

• Ensure accurate coding according to standard accounting practices

• Manage 5–6 clients on average per month in a team of ~30

2. Customer Communication & Support

• Respond to client questions via email or support platform regarding transactions and bookkeeping

• Conduct brief consultations to clarify transaction details

• Handle complex cases requiring back-and-forth communication

• Maintain an empathetic, professional, and people-oriented communication style

3. Quality Assurance

• Review work for accuracy before monthly close

• Ensure compliance with bookkeeping standards

• Flag issues requiring escalation to internal accountants or advisors

4. Documentation & Process

• Document all client interactions

• Follow internal bookkeeping procedures and workflows

• Maintain organized records for audit and reporting purposes

Qualifications

• Prior bookkeeping experience (any level)

• High English fluency, both written and verbal

• Familiarity with general accounting principles

• Strong customer service and communication skills

• Strong attention to detail and problem-solving abilities for manual transaction review

• Empathetic and people-oriented approach

• Comfortable with asynchronous communication and US time zones

• Experience with Big 4 accounting firms (KPMG, Deloitte, EY, PwC) is a plus

Tools & Software

• Zendesk or similar customer support platforms

• QuickBooks or other financial software; willingness to learn proprietary bookkeeping tools

• General comfort with SaaS platforms and financial software