Keep the business
moving.

Position summary

Provide hands-on administrative and bookkeeping support to the CEO and outside accounting professionals. The role keeps daily financial records and office processes organized, accurate and current, with emphasis on expense tracking, purchase orders, client invoicing, month-end close support, procurement administration and executive office support.

Preferred background

Experience in bookkeeping, office administration, accounting support or a similar role is required. An associate or bachelor’s degree in accounting, finance, business administration or a related field is preferred but not required.

Core responsibilities

• Track expenses, receipts, credit card activity and supporting documentation.
• Prepare and track purchase orders, approvals, vendor files, W-9s and procurement documentation.
• Prepare client invoices, record payments and maintain basic accounts receivable tracking.
• Support monthly close, account reconciliations and requested schedules for the accounting firm and CEO.
• Maintain organized customer, vendor, contract and financial files.
• Coordinate calendars, meetings, office supplies, vendors and routine administrative follow-up.

Qualifications

Working knowledge of A/P, A/R, purchase orders and month-end bookkeeping; QuickBooks or comparable accounting software; Microsoft Excel, Outlook and Word; strong organization, discretion and deadline management.