BookKeeper-Business Advisory Services

Job Function

The Bookkeeping staff is responsible for the day-to day bookkeeping activities involved with client engagements. As a Certified Public Accounting firm, we are looking to bring on a bookkeeper who is willing and able to handle multiple projects at once and enjoys working on a variety of projects when needed.

Professional Responsibilities

  • Works with financial statements, general ledger maintenance and bank reconciliations
  • Assist with the compilation of balance sheets and income statements
  • Create and maintain client financial transactions records
  • Compile financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
  • Assists clients with month-end closings
  • Maintains cash, accounts receivable and accounts payable
  • Maintains inventory ledgers and other full-scare bookkeeping responsibilities
  • Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
  • Complies with federal, state, and company policies, procedures, and regulations
  • Performs financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
  • Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
  • Understands the implications of new information for both current and future problem-solving and decision-making
  • Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
  • Develops relationships with clients to help ensure the information flow from the client to the team is efficient
  • Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intacct and

Personal Responsibilities

  • Pass the CPA exam
  • Develop excellent oral and written communication skills, while also creating specific goals and plans to prioritize, organize, and accomplish work
  • Develop constructive and cooperative working relationships and maintain them over time
  • Attend professional development and training sessions on a regular basis
  • Maintain and expand knowledge base in area of expertise
  • Take proactive career steps through mentoring program
  • Participate in recruiting efforts as needed
  • Represent the Firm in a manner consistent with our values and Five Star philosophy
  • Maintain and continue to develop Excel skills
  • Develop ability to receive and provide constructive feedback


  • Bachelor’s Degree in accounting
  • Current CPA license a plus
  • 1+ years of public accounting experience or 3+ years of industry experience
  • Accounting software experience a plus
  • Federal and state tax knowledge a plus
  • Ability and willingness to travel to clients occasionally within the Firm’s market area