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Co-Pilots Business Services - San Dimas, CA

posted 2 months ago

Part-time - Entry Level
San Dimas, CA

About the position

We are seeking a skilled Bookkeeper to assist with client financial processes in a part-time capacity. The role involves approximately 20 hours of work per week with a flexible schedule, focusing on bookkeeping and office management tasks. The ideal candidate will have experience with QuickBooks and be comfortable handling various financial responsibilities.

Responsibilities

  • Record weekly financial transactions and complete the posting process
  • Check processing and bank deposits
  • Enter data, maintain records and assist with financial statements
  • Process accounts receivable/payable for several clients
  • Assist with reconciling client bank accounts
  • Reconciling client credit card deposits and cash deposits
  • Payroll processing
  • Sales tax processing
  • Communicating with clients and client customers when needed

Requirements

  • Proven bookkeeping experience
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Proven ability to calculate, post and manage accounting figures and financial records
  • Hands-on experience with spreadsheets
  • Proficiency in English and in MS Office
  • Customer service orientation
  • High degree of accuracy and attention to detail
  • Ability to communicate effectively with clients
  • Knowledge of QuickBooks Online and QuickBooks Desktop required
  • Gusto experience a plus
  • Office management and event planning a plus

Nice-to-haves

  • Gusto experience
  • Office management experience
  • Event planning experience

Benefits

  • Flexible schedule
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