Job Description
**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.
**Key Responsibilities**:1.Transaction Management (Core Focus)- 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 specialist2.Customer Communication & Support- Respond to client inquiries regarding transactions and bookkeeping matters via support platform- Maintain an empathetic and professional communication style- Handle ...