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Quickbooks Certified Bookkeeper

🕒 5 days ago
BookkeepingQuickbooks OnlineAccount ReconciliationTransaction Categorization
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📜 Description

  • Categorize transactions, reconcile accounts, and maintain clean ledgers.
  • Identify and resolve bookkeeping discrepancies.
  • Review client financials monthly to keep books accurate and up to date.
  • Serve as the main contact for small-business clients across chat, email, and phone.
  • Explain financial information clearly and build trusted client relationships.
  • Proactively resolve client concerns and coordinate with internal teams using Bench App, Salesforce, and Slack.

🛠️ Requirements

  • QuickBooks Online Certification is required (active certification)
  • 1+ year of experience in bookkeeping, auditing, or tax preparation
  • 1+ years of customer-facing or client service experience — ideally supporting U.S.-based clients
  • Excellent spoken and written English proficiency (clear, confident, and professional communication is a must)
  • Strong customer service mindset with the ability to explain financial information clearly and empathetically
  • Hands-on experience using QuickBooks Online
  • High attention to detail, strong problem-solving skills, and a proactive approach
  • Degree in Accounting, Finance, or related field (or equivalent experience)
Full job description

Company Description

MainStreet is on a mission to transform every small business owner into an expert backoffice champion. By integrating accounting, HR, and hiring, we give growing companies a single, streamlined solution to manage their people, finances, and operations. The result is more efficiency, better transparency, and less friction—so teams can focus on scaling their business, not managing complexity.

 

Job Description

Bookkeeping & Account Management

  • Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
  • Identify and resolve discrepancies with care and attention to detail
  • Conduct monthly financial reviews to ensure every client’s books are accurate and up to date

Client Support & Communication

  • Serve as the main point of contact for your clients — small business owners who rely on your guidance
  • Provide empathetic, professional, and clear communication across chat, email, and phone
  • Build strong relationships by explaining financial information in a way clients can easily understand

Problem Solving & Ownership

  • Take initiative to identify and resolve client concerns proactively
  • Own the client experience from start to finish, ensuring satisfaction and trust
  • Collaborate with internal teams using tools like Bench App, Salesforce, and Slack

Qualifications

  • QuickBooks Online Certification is required (active certification)
  • 1+ year of experience in bookkeeping, auditing, or tax preparation
  • 1+ years of customer-facing or client service experience — ideally supporting U.S.-based clients
  • Excellent spoken and written English proficiency (clear, confident, and professional communication is a must)
  • Strong customer service mindset with the ability to explain financial information clearly and empathetically
  • Hands-on experience using QuickBooks Online
  • High attention to detail, strong problem-solving skills, and a proactive approach
  • Degree in Accounting, Finance, or related field (or equivalent experience)

Additional Information

  • Must be based in the Mexico City area and available to work North American business hours (9 AM – 5 PM EST or PST)
  • Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow

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