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Bookkeeping Cleanup Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Staff Accountant

Clintonville, WI · On-site

$50K - $66K/yr

Troubleshoot and resolve client bookkeeping and software issues * Perform diagnostic reviews and cleanup of existing accounting files * Provide basic software training and guidance to clients Client ...

KerberRose S.C.

Staff Accountant

Eagle River, WI · On-site

$52K - $69K/yr

Troubleshoot and resolve client bookkeeping and software issues * Perform diagnostic reviews and cleanup of existing accounting files * Provide basic software training and guidance to clients Client ...

KerberRose S.C.

Staff Accountant

Clintonville, WI · On-site

$50K - $66K/yr

Troubleshoot and resolve client bookkeeping and software issues * Perform diagnostic reviews and cleanup of existing accounting files * Provide basic software training and guidance to clients Client ...

KerberRose S.C.

Staff Accountant

Eagle River, WI · On-site

$52K - $69K/yr

Troubleshoot and resolve client bookkeeping and software issues * Perform diagnostic reviews and cleanup of existing accounting files * Provide basic software training and guidance to clients Client ...

Sorren, Inc.

Accounting Operations Manager

Sheboygan, WI

$85K - $110K/yr

Deliver a smooth and efficient customer onboarding experience for Sorren's bookkeeping services and ... Clearly communicate onboarding requirements, cleanup needs, timelines, and expectations to clients ...

All JobsBookkeeping Cleanup JobsBookkeeping Cleanup Jobs in Wisconsin

Bookkeeping Cleanup information

How much should you pay a bookkeeper per hour?

The average hourly rate for a bookkeeper ranges from $20 to $50, depending on experience, location, and complexity of the work. Certified bookkeepers or those with specialized skills may charge higher rates, especially for small businesses or complex financial tasks.

Is AI replacing bookkeepers?

AI is automating certain bookkeeping tasks such as data entry, reconciliation, and report generation, which can increase efficiency. However, bookkeepers are still needed for complex financial analysis, decision-making, and ensuring accuracy, making the role evolving rather than entirely replaced by AI tools. Skills in accounting software and understanding of financial regulations remain important for bookkeepers.

What is a clean up in bookkeeping?

A bookkeeping cleanup involves reviewing and correcting a company's financial records to ensure accuracy and completeness. It typically includes reconciling accounts, fixing errors, and organizing transactions, often using accounting software like QuickBooks. This process helps prepare the books for ongoing maintenance or financial reporting.

How much should I charge for bookkeeping clean up?

Bookkeeping cleanup professionals typically charge between $25 and $100 per hour, depending on experience, complexity of the work, and geographic location. Some may offer flat rates for specific projects or packages, often ranging from $300 to $1,500 for comprehensive cleanup. Accurate record-keeping skills and familiarity with accounting software like QuickBooks can influence pricing.

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?

AspectBookkeeping CleanupBookkeeping
CredentialsBasic bookkeeping knowledge, often with certifications like QuickBooks or XeroSame as cleanup, often requiring bookkeeping certifications or experience
Work EnvironmentTypically project-based, focused on correcting and organizing existing financial dataOngoing, regular management of financial records
Employer & IndustryFreelancers, accounting firms, small businessesSmall 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, and why are they important?

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.
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Bookkeeping Cleanup jobs near you
Staff Accountant

Staff Accountant

KerberRose S.C.

Clintonville, WI • On-site

$50K - $66K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

We are a growing CPA firm seeking a reliable and detail-oriented Staff Accountant to support our client accounting and tax services practice. This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working with multiple clients and collaborating with a professional accounting team. The Staff Accountant will be responsible for bookkeeping, payroll processing, accounting systems setup and support, client communication, and assisting with tax compliance services for small to mid-sized businesses and individuals.
Responsibilities:
Client Bookkeeping & Accounting
  • Maintain accurate books for multiple clients, including general ledger maintenance, bank and credit card reconciliations, and journal entries
  • Prepare monthly, quarterly, and year-end financial statements
  • Review client records for accuracy, compliance, and consistency
  • Assist with month-end and year-end close processes
  • Payroll & Payroll Tax Services
  • Prepare and file payroll tax reports (Forms 941, 940, state filings, W-2s, and 1099s)
  • Monitor payroll tax notices and assist with agency correspondence
  • Ensure compliance with federal, state, and local payroll regulations

Tax Services Support
  • Assist with that preparation of individual, partnership, and corporate tax returns
  • Organize client tax documents and supporting schedules
  • Assist with tax compliance projects
  • Assist with sales tax and other state and local tax filings as needed

Accounting Software Setup & Client Assistance
  • Set up, convert, and customize client accounting systems
  • Troubleshoot and resolve client bookkeeping and software issues
  • Perform diagnostic reviews and cleanup of existing accounting files
  • Provide basic software training and guidance to clients

Client & Team Collaboration
  • Communicate directly with clients to gather information, answer questions, and communicate both tax and financial statement results
  • Provide professional and timely responses to client inquiries
  • Work closely with senior accountants, managers, and partners on engagements
  • Adhere to firm deadlines, quality standards, and documentation requirements
  • Work closely with the administrative support team to provide backup when necessary

Requirements
  • Associate's or Bachelor's degree in Accounting or a related field
  • Two or more years of bookkeeping or public accounting experience
  • Proficiency in QuickBooks Online and/or QuickBooks Desktop
  • Strong attention to detail and organizational skills
  • Ability to manage multiple client engagements and deadlines

Culture and Core Values:
KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment that encourages and supports professional and personal development. Our core values drive our culture:
  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community-Oriented

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.
Benefits:
  • Mentorship and Talent Development Program Opportunities
  • Continuing Professional Education
  • Paid Time Off and Holidays
  • Employer Matching 401(K) and Profit Sharing Plan
  • Financial incentive for CPA and Enrolled Agent designations
  • Health, Dental, Vision, and Life Insurance
  • Flexible Spending Account/Section 125 Plan
  • Health Care Reimbursement Account
  • Short-Term and Long-Term Disability
  • Wellness Reimbursement and Programs
  • Student Loan Repayment Program
  • Business Development Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.

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