Bookkeeping Assistant / Data Entry Specialist
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BookSmarts Accounting
Kaysville, UT, US
Summary
The role involves managing client financial data, including entering transactions into QuickBooks Online and performing bank reconciliations. You will also be responsible for organizing financial statements and communicating with the accounting team to resolve discrepancies.
Job Description
Data Specialist / Assistant Bookkeeper (Remote, Part-Time to Full-Time)
BookSmarts Accounting
About BookSmarts
BookSmarts provides accounting and bookkeeping to more than 200 clients across the U.S., with a specialty in franchise accounting at both the franchisor and franchisee levels. We're a fully remote, woman-founded firm built on a simple idea: skilled professionals, including those returning to the workforce, deserve careers with real flexibility and real growth. Our team works from home, sets schedules around life, and advances by doing great work.
The Role
We're seeking a detail-oriented Bookkeeping Assistant / Data Specialist to join our team. This role provides foundational experience in bookkeeping and accounting while allowing for professional growth in a supportive environment. You'll work alongside bookkeepers, accountants, and our data entry team. This role fits someone who wants to keep growing in accounting and bookkeeping roles.
Key Characteristics for Success
- Self-motivated and resourceful
- Strong quantitative acumen and mind for numbers
- Attention to detail and problem-solving mindset
- Reliable and committed to deadlines
- Excellent communication skills
Primary Responsibilities
- Download, organize, and securely store client financial statements
- Enter transactions accurately in QuickBooks Online and other accounting platforms
- Perform bank and credit card reconciliations
- Assist with basic financial review processes
- Save documentation according to company protocols
- Communicate with team members regarding client data
- Troubleshoot discrepancies and report to accountants
Required Qualifications
- Basic understanding of financial transactions and statements
- Excellent computer skills and ability to learn new software
- Professional written and verbal communication
- Ability to work independently while maintaining team connections
- Ability to maintain confidentiality with sensitive financial information
- Professional experience in finance or accounting, QuickBooks certifications, or college coursework in finance or accounting are a plus. This is an excellent opportunity for accounting students or grads looking for experience in their field
How We Work: Our Values
- Fearless: You take initiative, ask the hard question, and raise a problem as soon as you see it.
- Kind: You assume good intent, communicate clearly, and make your teammates' jobs easier.
- Precise: Your reconciliations tie out, your classifications hold up, and your work is right the first time.
- Unconventional: You look for a better way to do repetitive work and share what you find.
- Smart: You use judgment, know when to research, and know when to ask.
Work Environment
- 100% remote
- 20 to 40 hours per week (20-hour minimum)
- Flexible scheduling, with at least 70% of your hours worked between 7:00 AM and 7:00 PM Mountain Time so you overlap with clients and teammates
- Applicants outside the US are not eligible for this position.
Benefits
- $15-18 per hour based on experience
- 401(k) eligibility after working 1,000 hours in your first year
- Paid time off accruing for hours worked over 20 hours per week
- Professional development resources
- Supportive team environment valuing work-life balance and career advancement
Application Process
- Submit your resume highlighting relevant skills and experience, including finance/accounting experience, attention to detail, and problem-solving abilities in previous roles.
- Select candidates will be invited for a video interview.
BookSmarts is an equal opportunity employer.
How good would it feel to have full confidence in your financial data, never have to hire and train another CFO, and have a team of advisors saving you precious dollars in this uncertain economy?
Can you feel your shoulders relaxing?
With BookSmarts Accounting and Bookkeeping, this can be your reality. Clients choose us because we deliver savings that outweigh our costs. Our monthly accounting, bookkeeping, payroll, and controller services are fully customizable––you only pay for what you need.
Allow our team of 45+ highly-skilled financial specialists, from bookkeepers to licensed CPAs to fractional CFOs, to take the financial load off your shoulders, so you can get back to moving your business goals forward.
Founded
2008
Company size
11-50 employees
Industry
Accounting
Org type
Public Company
Headquarters
Kaysville , UT
How good would it feel to have full confidence in your financial data, never have to hire and train another CFO, and have a team of advisors saving you precious dollars in this uncertain economy?
Can you feel your shoulders relaxing?
With BookSmarts Accounting and Bookkeeping, this can be your reality. Clients choose us because we deliver savings that outweigh our costs. Our monthly accounting, bookkeeping, payroll, and controller services are fully customizable––you only pay for what you need.
Allow our team of 45+ highly-skilled financial specialists, from bookkeepers to licensed CPAs to fractional CFOs, to take the financial load off your shoulders, so you can get back to moving your business goals forward.
Founded
2008
Company size
11-50 employees
Industry
Accounting
Org type
Public Company
Headquarters
Kaysville , UT