Job Description
Job description dated on: December 2025
Job title: Accounting Associate (Bookkeeper) Pay range: $45,000 - $55,000
Department / Team: Accounting Team Reports to: Sheila Welch
Position overview: Our accounting associates play a pivotal role in fulfilling our mission by:
- Effectively and accurately tracking and managing the financial data of our clients.
- Communicating and working with our senior staff to deliver on client expectations.
- Meet deadlines and dues dates for various clients throughout the year so they can make timely decisions related to operating their business.
Here's what you'll be doing on a typical day:
- Categorizing transactions in accounting systems based on standardized rules, or determining which rules need to be applied
- Reviewing accounts for inconsistencies (general ledger, accounts receivable, accounts payable, loans, etc.) and posting adjustments as necessary
- Verifying balance sheet balances for accuracy (fixed assets, receivables, escrows, credit cards, bank accounts, loans, etc.)
- Recording journal entries as necessary
- Prepare client management reports and financial reports for review by a Senior Associate
- Requesting information from clients punctually and with clarity
- Adhering to production requirements such as closing a certain number of books, working with time constraints and meeting client deadlines
- Working with multiple computer programs such as the Microsoft Suite (Word, Excel, Outlook, Teams), CCH Axcess Document, Karbon, TValue, Xero, QuickBooks (Online) and Gusto
Preferred technical skills:
- · Standard chart of accounts familiarity: Recognition of the most commonly used general ledger accounts as they relate to small business operations (software expenses, meals and entertainment, rent expense, etc) .
- · Categorization: Be able to effectively categorize transactions and create rules based on standardized guidelines to automate processes.
- · Reconciliation: Compare accounts in accounting systems against financial statements provided by the client.
- · Journal entries: Basic understanding of debits and credits and how they apply towards journal entries.
- · Accounting methods knowledge: Understand the difference between cash basis, modified accrual and full accrual accounting. Have a basic understanding of how transaction timing impacts this and how transactions should be recorded.
- Financial statements: Understand the difference between each financial statement (balance sheet, income statement and statement of cash flows), how a transaction flows through the financial statements and how a transaction could impact each of these statements.
Required soft skills
We expect the typical soft skills you'd see in a professional services environment, including (but not limited) to:
- Strong interpersonal and communication skills
- Ability to work both independently and in a team environment
- Problem-solving aptitude
- Attention to detail and a high level of accuracy
- Strong time management and organizational skills
- Previous bookkeeping experience would be preferred
Past work experience
Education: High School Diploma required
Travel: Minimal travel will be required for this position.
Location & schedule Our team builds trust with each other by openly communicating about work schedules with each other. Specifics include:
- Hybrid position – Starts after a 60-day probationary period
- 3 days in the office, with Wednesdays a required day. Working hours 9AM-5PM.
- 2 days work from home (or the office, if you desire). Working hours flexible.
Benefits
- Casual work attire
- Paid & sick time bucket – 15 days (years 0 through 5), 20 days (year 6+)
- Every 5 years get 5 extra PTO days to use that year
- Medical, dental & vision insurance
- Long term disability insurance (company paid)
- Life insurance (company paid)
- Paid parking in downtown Orlando
- Reimbursement of costs associated with getting professional licenses & related certificates (CPA, EA, etc.)
- Paid time off to sit for professional licenses & related certificates
- Continuing education for professional licenses & related certificates (CPA, EA, etc.)
- Paid bereavement time off
- Paid jury duty time off
- 10 company holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, day after Thanksgiving, Christmas Eve, Christmas Day, day after Christmas, New Year's Eve.
- Quarterly firm state of the company overview & happy hour
- Weekly lunch n learns
Job Tags
Full time, Work experience placement, Casual work, Work at office, Work from home, Flexible hours,