Oversee monthly bookkeeping execution: transaction coding, reconciliations, cleanup work, and reporting Ensure deadlines are met and work is audit-ready * Quality control: Review workpapers and ...
Oversee monthly bookkeeping execution: transaction coding, reconciliations, cleanup work, and reporting Ensure deadlines are met and work is audit-ready * Quality control: Review workpapers and ...
Oversee monthly bookkeeping execution: transaction coding, reconciliations, cleanup work, and reporting Ensure deadlines are met and work is audit-ready * Quality control: Review workpapers and ...
Oversee monthly bookkeeping execution: transaction coding, reconciliations, cleanup work, and reporting Ensure deadlines are met and work is audit-ready * Quality control: Review workpapers and ...
Bookkeeping Cleanup information
What are some common challenges faced in a bookkeeping cleanup role, and how can I prepare for them?
In a Bookkeeping Cleanup role, you may frequently encounter incomplete records, outdated financial data, or inconsistencies stemming from previous bookkeeping practices. These challenges require strong attention to detail, patience, and excellent organizational skills. You’ll often need to communicate with clients or team members to clarify transactions or obtain missing information. Familiarizing yourself with common accounting software and developing problem-solving strategies will help you approach these challenges with confidence and efficiency.
What is bookkeeping cleanup?
Bookkeeping cleanup is the process of reviewing, organizing, and correcting a company's financial records to ensure accuracy and compliance. It involves identifying and fixing errors, reconciling accounts, categorizing transactions properly, and updating financial statements. This service is especially important for businesses that have fallen behind on their bookkeeping or need to prepare for tax season, audits, or financial reporting. Proper bookkeeping cleanup helps provide a clear financial picture and supports better decision-making for business owners.
What is the difference between Bookkeeping Cleanup vs Bookkeeping?
| Aspect | Bookkeeping Cleanup | Bookkeeping |
|---|---|---|
| Credentials | Basic bookkeeping knowledge, often with certifications like QuickBooks or Xero | Same as cleanup, often requiring bookkeeping certifications or experience |
| Work Environment | Typically project-based, focused on correcting and organizing existing financial data | Ongoing, regular management of financial records |
| Employer & Industry | Freelancers, accounting firms, small businesses | Small to medium-sized businesses, accounting firms, bookkeeping services |
Bookkeeping Cleanup involves correcting and organizing existing financial records, often as a one-time project. Regular Bookkeeping entails ongoing management of financial transactions and record-keeping. While both roles require similar skills and certifications, cleanup is more focused on fixing past data, whereas bookkeeping is continuous financial management.
What are the key skills and qualifications needed to thrive in bookkeeping cleanup?
To thrive in Bookkeeping Cleanup, you need a solid understanding of accounting principles, attention to detail, and experience with financial record-keeping, often supported by a degree in accounting or relevant certification. Familiarity with accounting software like QuickBooks, Xero, or Sage, as well as spreadsheet tools, is typically required. Strong problem-solving skills, discretion, and effective communication help professionals identify errors and collaborate with clients or colleagues. These skills ensure accurate, organized financial records, enabling businesses to make informed decisions and maintain compliance.
What are popular job titles related to Bookkeeping Cleanup jobs in West Virginia? For Bookkeeping Cleanup jobs in West Virginia, the most frequently searched job titles are:
What job categories do people searching Bookkeeping Cleanup jobs in West Virginia look for? The top searched job categories for Bookkeeping Cleanup jobs in West Virginia are:
What cities in West Virginia are hiring for Bookkeeping Cleanup jobs? Cities in West Virginia with the most Bookkeeping Cleanup job openings:
Contractor
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Job description
Bookkeeping Manager
The Bookkeeping Manager owns day-to-day delivery and quality of client bookkeeping. You'll lead and coach a team of bookkeepers, ensure monthly closes are completed on-time, and drive consistency in reconciliations, reporting, and client communication. This role partners closely with Operations leadership and serves as an escalation point for complex bookkeeping issues.
Contractors will be required to provide services that align with the following client tasks:
- Team leadership & coaching: Manage, coach, and develop a team of bookkeepers (workload planning, training, performance feedback) Maintain coverage plans (backup coverage, cross-training) to protect client continuity
- Client delivery & monthly close: Oversee monthly bookkeeping execution: transaction coding, reconciliations, cleanup work, and reporting Ensure deadlines are met and work is audit-ready
- Quality control: Review workpapers and financial reports for accuracy and completeness Reduce rework by implementing strong review checklists, templates, and root-cause fixes
- Client communication & escalations: Ensure timely, professional client updates and responses Act as the escalation point for bookkeeping questions, complex reconciliations, and process issues
- Process & SOP improvement: Maintain and improve SOPs/checklists; identify bottlenecks and implement solutions Partner with leadership to improve onboarding/offboarding workflows and internal standards
- Tools & systems: Ensure best practices in QuickBooks Online and Xero Support clean handoffs, documentation, and secure file practices in a remote environment
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
The Contractor must demonstrate proficiency in the following, depending on the Client's requirements:
- 5+ years in bookkeeping/accounting roles with hands-on month-end close ownership
- 2+ years leading or reviewing the work of other bookkeepers (formal or informal leadership)
- Strong expertise in QuickBooks Online (required); Xero experience strongly preferred
- Excellent reconciliation skills (bank/credit card/loan accounts; troubleshooting discrepancies)
- Strong written communication (client-facing, professional, clear, and timely)
- Comfortable working in a fully remote environment with structured deadlines and checklists
- Preferred Qualifications: Experience in a bookkeeping firm / client services environment (multiple clients at once) Experience with cleanup/catch-up projects and process standardization Advanced certification (CPA/CMA) a plus, not required
Contracted Hours per Week: 40 Hours Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: 8am to 5pm EST Note: The Company will make reasonable efforts to align the Assigned VA's schedule with the Client's preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement
Required Service: Business Support Requested Experience Tier Level: Junior to Senior Level Contracted Hours per Week: 40 hours/week Daily Working Time: 8 AM-5 PM EST Scheduled Working Days: Monday-Friday Reporting To/POC: To Be Determined Number of VAs: 1 Gender Preference: None Languages Spoken/Preference: English Accent Preference: Near Native Region Preferences:
What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!
About 20four7VA
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
Berlin, MD, US
Year founded
2010