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Personal Assistant Bookkeeper Jobs in Appleton, WI

KerberRose S.C.

Staff Accountant

Clintonville, WI · On-site

$50K - $66K/yr

This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working ... Monitor payroll tax notices and assist with agency correspondence * Ensure compliance with federal ...

KerberRose S.C.

Senior Accountant

Clintonville, WI · On-site

$68K - $85K/yr

This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working ... Prepare and assist in reviewing monthly, quarterly, and year-end financial statements * Review ...

KerberRose S.C.

Senior Accountant

Clintonville, WI · On-site

$68K - $85K/yr

This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working ... Prepare and assist in reviewing monthly, quarterly, and year-end financial statements * Review ...

KerberRose S.C.

Staff Accountant

Clintonville, WI · On-site

$50K - $66K/yr

This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working ... Monitor payroll tax notices and assist with agency correspondence * Ensure compliance with federal ...

Walgreens

Shift Lead

Little Chute, WI · On-site

$13.50 - $16.75/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Appleton, WI

$13.25 - $16.25/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Appleton, WI

$13.25 - $16.25/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Oshkosh, WI

$13.50 - $16.75/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Neenah, WI · On-site

$14.25 - $17.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Little Chute, WI · On-site

$13.50 - $16.75/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Kaukauna, WI

$14 - $17.25/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Kaukauna, WI · On-site

$14 - $17.25/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Neenah, WI

$14.25 - $17.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Little Chute, WI

$13.50 - $16.75/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Green Bay, WI

$13.50 - $16.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Green Bay, WI · On-site

$13.25 - $16.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Green Bay, WI

$13.50 - $16.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

Walgreens

Shift Lead

Green Bay, WI · On-site

$13.25 - $16.50/hr

... * Assist with bookkeeping activities, including cash report, cash counts, ledgers, and bill ... Training & Personal Development * Attends training and completes PPLs requested by Manager.

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All JobsPersonal Bookkeeper JobsPersonal Assistant Bookkeeper JobsPersonal Assistant Bookkeeper Jobs in Appleton, WI

Personal Assistant Bookkeeper information

See Appleton, WI salary details

$11

$21

$30

How much do personal assistant bookkeeper jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for personal assistant bookkeeper in Appleton, WI is $21.48, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $23.94 per hour, depending on experience, location, and employer.

What is the difference between Personal Assistant Bookkeeper vs Administrative Assistant Bookkeeper?

AspectPersonal Assistant BookkeeperAdministrative Assistant Bookkeeper
CredentialsBasic bookkeeping knowledge, possibly certificationsBasic office skills, some familiarity with bookkeeping
Work EnvironmentPrivate offices, small businesses, entrepreneursCorporate offices, administrative departments
Employer & IndustryIndividuals, small businesses, freelanceCorporations, organizations, administrative firms
Search & Comparison IntentUnderstanding roles of personal assistants with bookkeeping dutiesDistinguishing administrative roles with bookkeeping tasks

Personal Assistant Bookkeepers focus on supporting individuals or small businesses with both personal and financial tasks, often working closely with a single client. Administrative Assistant Bookkeepers typically work in larger organizations, handling administrative duties alongside basic bookkeeping. While both roles involve bookkeeping, the context and work environment differ significantly.

What are the key skills and qualifications needed to thrive as a Personal Assistant Bookkeeper, and why are they important?

To thrive as a Personal Assistant Bookkeeper, you need strong organizational skills, attention to detail, and a solid understanding of basic accounting principles, often supported by bookkeeping or accounting coursework. Familiarity with accounting software like QuickBooks or Xero, proficiency in Microsoft Office, and sometimes certification such as AAT or ICB are highly valued. Excellent communication, discretion, and time management skills help build trust and efficiently handle sensitive information. These abilities ensure accurate financial records, smooth administrative operations, and reliable support for busy clients or business leaders.

What are Personal Assistant Bookkeepers?

Personal Assistant Bookkeepers are professionals who provide both administrative support and bookkeeping services to individuals or small businesses. Their role typically includes managing schedules, handling correspondence, and organizing meetings, as well as financial tasks such as recording transactions, preparing invoices, and reconciling accounts. This combination allows clients to streamline both their personal and financial affairs with one trusted assistant. Personal Assistant Bookkeepers must be detail-oriented, organized, and trustworthy, as they often handle sensitive financial information.

How does a Personal Assistant Bookkeeper typically balance administrative tasks with bookkeeping responsibilities on a daily basis?

A Personal Assistant Bookkeeper often needs to prioritize and juggle a variety of tasks, ranging from managing schedules and correspondence to handling financial records and transactions. Successful professionals in this role typically set aside dedicated blocks of time for bookkeeping duties, such as reconciling accounts and preparing invoices, while remaining flexible to address urgent administrative matters as they arise. Effective organization, strong time management, and clear communication with supervisors or clients help ensure that both administrative and financial responsibilities are met without compromising accuracy or efficiency.
What are popular job titles related to Personal Assistant Bookkeeper jobs in Appleton, WI? For Personal Assistant Bookkeeper jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Personal Assistant Bookkeeper jobs in Appleton, WI look for? The top searched job categories for Personal Assistant Bookkeeper jobs in Appleton, WI are:
Personal Assistant Bookkeeper jobs near you

Staff Accountant

KerberRose S.C.

Clintonville, WI • On-site

$50K - $66K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 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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