Client Onboarding Team Bookkeeper

SUMMARY:
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POSITION INFO:

Job Title: Onboarding Team Bookkeeper

Job Description

Our client is seeking a dedicated and detail-oriented Onboarding Team Bookkeeper to join their dynamic team. In this role, you will support USA-based chiropractic practices by onboarding 4 to 5 new bookkeeping clients weekly while maintaining an average of 15 previously onboarded clients’ books until they are transitioned to the monthly reporting team.

You’ll work on standardizing new clients’ financial data to align with our client's reporting framework, ensuring accurate, high-quality bookkeeping that meets their rigorous Quality Control (QC) standards. The position offers a fast-paced yet rewarding environment, supported by automation tools, standardized processes, and customized software for efficiency.

Key Responsibilities

• Standardize new clients’ accounting data in line with the client's reporting framework.
• Update year-to-date (YTD) transaction data.
• Reconcile bank, credit card, and loan accounts.
• Ensure all financial data is QC-ready for a seamless handover to the monthly bookkeeping department.

RequirementsExperience

• 2–3 years in a client-facing bookkeeping or accounting role.
• Hands-on experience with bookkeeping to Balance Sheet.

Skills

• Strong understanding of basic accounting principles.
• Medium-level proficiency in Excel, including formulas, pivot tables, and basic data analysis.
• Proficiency with cloud accounting software.
• Tech-savvy with a capacity to work with automation tools and integrated systems.
• Exceptional attention to detail, organizational skills, and a deadline-driven mindset.

Work Ethic

• Ability to thrive in a fast-paced, high-volume environment.
• Self-motivated and capable of working independently within a remote team structure.

Additional Notes

• A basic understanding of the American tax system and chiropractic industry is preferred. Comprehensive training will be provided during onboarding.
• The high volume of work is balanced by the unique nature of each client, ensuring variety and engagement.

If you’re an experienced bookkeeper looking for a challenging and fulfilling remote role in a fast paced environment, this is an excellent opportunity to work with a progressive and professional organization.

Company Overview: A leading bookkeeping and reporting service provider for USA-based chiropractic practices

Work Hours: 40 hours per week (flexible), with core availability required between 10:00 AM and 5:00 PM (GMT+2). 

Location: Remote (South Africa) with occasional face-to-face meetings (location to be confirmed but general location is within the Cape region).

Salary Offered: R25,000 – R30,000 per month, depending on experience and qualifications.

Please apply online if you meet the necessary requirements and believe this is an opportunity you will thrive in.

If you have not been contacted within 14 days, please consider your application as unsuccessful.