Bookkeeper/Staff Accountant
Overview
We're a growing healthcare professional services firm seeking a detail-oriented and proactive Bookkeeper / Staff Accountant to take ownership of our day-to-day financial operations and help build the infrastructure to scale with us. In this vital role, you'll manage our financial records with precision and integrity, supporting our commitment to transparent reporting, GAAP compliance, and efficient operations. This is a hands-on opportunity ideal for someone who enjoys both the rhythm of recurring close work and the creative challenge of structuring systems. You'll work directly with ownership and have real influence over how our finance function evolves.
Responsibilities
Maintain and update the general ledger in QuickBooks Online, including daily transaction coding and account analysis Run month-end close: journal entries (debits and credits), accruals, prepaids, balance sheet reconciliations, and timely financial statement delivery in accordance with GAAP Perform monthly bank and credit card reconciliations, resolving discrepancies promptly Manage accounts receivable — client invoicing, collections follow-up, and aging reviews Manage accounts payable — vendor bills, approvals, payments, and 1099 tracking Build and maintain financial forecasts, cash flow projections, and budget-vs-actual reporting Restructure and refine our chart of accounts, class/location tracking, and reporting framework to support growth Partner with leadership on financial insights, margin analysis, and ad-hoc reporting Assist with payroll processing and related tax compliance activities Maintain thorough documentation of all financial transactions and support audit preparation Coordinate with our external CPA on tax prep and year-end activities Requirements 3+ years of hands-on bookkeeping or staff accounting experience, ideally with a services-based business Advanced proficiency in QuickBooks Online — comfortable beyond the basics, including app integrations, custom reporting, and class/location tracking Strong understanding of GAAP, double-entry bookkeeping, and accrual accounting Demonstrated experience with journal entries, account analysis, balance sheet reconciliation, and general ledger accounting Experience building financial forecasts and cash flow models Familiarity with payroll processing, tax compliance, and bank reconciliation procedures Ability to think structurally — you see when books need to be cleaned up or rebuilt, not just maintained Excellent organizational skills with the ability to manage multiple priorities and reconcile to the penny Self-directed; comfortable setting your own priorities in a part-time capacity Strong written communication skills for financial reporting and documentation Proficiency in 10-key data entry for accuracy and speed Preferred Skills Experience with Quickbooks Online, Time tracking systems, and ADP Run Familiarity with multi-entity or project-based accounting Background working with firms in the $3M–$10M revenue range Bachelor's degree in Accounting or Finance; CPA or QuickBooks Online ProAdvisor a plus
Why Join Us
You'll be the financial backbone of a firm in growth mode, with the autonomy to shape how we operate and a clear path to expanded responsibility as we scale. We value precision, transparency, and proactive problem-solving — qualities that drive our mission forward. Application Question(s)
- How many years of hands-on Quickbooks Online experience do you have?
- Do you have any certifications such as Quickbooks Online Proadvisor?
Experience:
- Accounting/full-charge bookkeeping: 3 years (Required)
Location:
- Charlotte, NC (Preferred)
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