Job Description
Job Description
Job Description
Position Overview
We are seeking a detail-oriented and client-focused Bookkeeping Account Manager to join our team. This is a hybrid remote work position based on California’s Central Coast, with the ability to work from home while also collaborating in person as needed. Candidates must be located on the Central Coast or have the ability to drive to Ventura and Santa Barbara for occasional meetings and client support.
The role is responsible for reviewing client financials on a monthly basis, supporting the bookkeeping department in meeting monthly deadlines, and acting as a key liaison between clients and our CEO to ensure excellent client satisfaction.
Key Responsibilities
Financial Review & Oversight
• Review and analyze client financials on a monthly basis for accuracy, completeness, and compliance.
• Provide recommendations for adjustments or improvements to ensure clients’ books remain up to date and reliable.
• Monitor financial reports to identify trends, discrepancies, or areas of concern.
Team & Department Support
• Assist the bookkeeping department in fulfilling monthly deadlines and deliverables.
• Ensure timely completion of reconciliations, reporting, and other critical bookkeeping tasks.
• Collaborate with the team to streamline processes and resolve any issues that arise.
Client Relationship Management
• Serve as a primary point of contact for assigned clients, fostering strong and positive relationships.
• Address client inquiries and ensure financial reports are clearly communicated and understood.
• Support the COO & CEO in enhancing the client satisfaction experience by providing proactive service and personalized support.
Qualifications
• 2–3 years of bookkeeping or accounting experience, with strong knowledge of financial statements and reconciliations.
• Excellent organizational skills with the ability to manage multiple client accounts and deadlines.
• Strong communication and interpersonal skills to build trust with clients and collaborate effectively with the internal team.
• Proficiency in QuickBooks Online, Microsoft Excel, and general office tools.
• Ability to work independently while maintaining a collaborative, team-oriented mindset.
• Located in the Central Coast area or willing to commute to Ventura and Santa Barbara as needed.
Preferred Skills
• Prior experience in a client-facing role.
• Background in small business accounting and advisory services.
• Bilingual (Spanish/English) is a plus.
What We Offer
• Hybrid remote work flexibility to balance office collaboration and at-home productivity.
• 4-day work week model to promote work-life balance and team well-being.
• Opportunity to work with a supportive and growing team.
• Professional development and training opportunities.
• A client-focused environment where your contributions directly impact business success and client satisfaction.
• Salary starting at $30/hour dependent on experience
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Company Description
This company offers growth and a great group of people to work with.
Job Tags
Temporary work, Work at office, Remote work,