Source Job

• Manage client relationships and oversee bookkeeping processes.
• Optimize financial processes using tools like QuickBooks Online, Bill.com and Gusto.
• Handle month-end close, accrual accounting, and complex reconciliations.

Nimbl is a fast-growing cloud accounting firm. They help small businesses with their accounting needs and are looking for someone passionate about helping small businesses succeed.

• Maintaining accurate financial records for assigned clients.
• Regularly interact with clients to request missing documentation.
• Preparing monthly three-way trust reconciliations.

BTDS provides accounting and bookkeeping support. They value analytical and organized individuals comfortable in client-facing environments.

• Manage end-to-end financial operations.
• Strong QuickBooks and Excel skills, excellent attention to detail.
• Work independently in a remote environment.

GHJ Search and Staffing is the recruitment division of GHJ, a prominent national accounting and advisory firm. They provide qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries.

• Ensure accurate recording and timely processing of inbound/outbound transactions, including commissions, payroll, invoices, and payables.
• Review and reconcile bank/credit card accounts monthly, ensuring accurate and complete financial records with supporting documentation.
• Support financial analysis, budgeting processes, track actual performance against budget, and assist in identifying and explaining variances.

CompScience is dedicated to preventing workplace injuries through technological innovations. Founded in 2019, it is backed by investors from SpaceX, Tesla, and Anduril, and it has assembled a team from Amazon R&D, Meta, and the self-driving car industry, along with seasoned insurance professionals.

• Responsible for maintaining clean records of projects in Xero, coordinating with managers on budget estimates and revenue recognition.
• Monitor project status in Xero, update Backlog Report, maintain budget monitoring, and reconcile revenue and receivables.
• Prepare invoices, distribute statements, monitor aging reports, and liaise with customers on billing and collection matters.

UNIFY Dots is a global technology and software solutions company specializing in Microsoft Dynamics 365-based solutions and Web App and Mobile application development. They seem to have a collaborative culture.

Prepare and send client agreements via DocuSign; maintain a log of sent, signed, and pending contracts. Create and send invoices in QuickBooks Online; track payments, send reminders, maintain records; provide weekly invoice and payment reports. Enter client and project information into PipeDrive or similar CRM; keep CRM updated with contract, payment, and follow-up statuses.

Lead all accounting month-end close activities, ensuring timely, accurate, and GAAP-compliant financial reporting. Oversee accounts payable operations, including administration and optimization of the accounts payable system. Partner with an external CPA firm to support tax filings and related requests.

Appcues is on a mission to become the market leader in customer experience for technology companies by enabling teams to design personalized in-app experiences.

• Own, oversee and direct the full accounting function and all related activities.
• Manage general accounting tasks including monthly close, AR/AP, payroll, and revenue cycle management.
• Ensure timely and accurate filing of federal, state, and local tax returns in partnership with tax firm.

Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Jobgether identifies the top-fitting candidates, and shares this shortlist directly with the hiring company.

• Ensure accurate monthly, quarterly, and annual financial close and reporting across all business units
• Prepare and file all state and federal tax returns for corporate and personal entities
• Conduct regular tax planning and entity structure reviews

Our client is a global IT Services and Digital Solutions company based in Silicon Valley, helping leading corporations deliver technology solutions, accelerate digital operations, and drive efficiencies. We are looking for a proactive self-starter who can work independently and drive efficiencies to improve the company’s financial results.