Job Description
About the job 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.
- 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
- Respond to client inquiries regarding transactions and bookkeeping matters via support platform
- Conduct b...