Job Description
About the job Bookkeeping & Customer Support Specialist | Remote
Overview
We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients, primarily therapy practice owners.
This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.
Review and categorize transactions that cannot be automatically processed
Reconcile monthly books for assigned client accounts
Identify and flag unusual or questionable transactions
Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
Manage approximately 5–6 client accounts per specialist
Customer Communication & Support
Respond to client inquiries regarding transactions and bookkeeping matters via support platform
Conduct brief consultations (email or phone) to clarify transaction details
Maintain an...
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