Bookkeeper / Account Manager

We are on a mission to change the accounting industry by creating the premier people-first, 100% virtual firm where strong talent thrives. As part of our growing dental practice team, you’ll help business owners understand and run the financial side of their business.

As a Bookkeeper / Account Manager, you will work side-by-side with our Dedicated Account Managers who lead client relationships. You will own timely and accurate accounting workflows, deliver accurate financial statements, automate practice finances, and provide support to Dedicated Account Managers to ensure responsive, high-touch engagement of clients.

• Execute monthly closes by reviewing bank transactions, reconciling balance sheet accounts, and preparing journal entries.

• Prepare monthly Management Reports that provide clear visibility into practice performance.

• Act as a second set of eyes on dental practice transactions to catch bookkeeping errors and implement process automation.

• Answer client inquiries promptly and resolve flagged or uncertain transactions.

• Support client onboarding, year-end closes with the tax team, annual 1099 processing, and sales tax or payroll guidance as needed.

• Timeliness and accuracy of monthly closes and financial statements.

• Responsiveness to client communications and swift resolution of open items.

• Client satisfaction and NPS ratings.

• Clean background with no noise or distractions

• Business casual attire for client interactions

• Always use video (80% of communication is non-verbal)

• We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories

• You have exceptional time management skills, self-direction, and comfortably handle multiple deadlines and tasks.

• You combine sharp attention to detail with strong communication skills and a client-focused mindset.

• You take full ownership of your work, enjoy helping others, and bring a continuous willingness to learn and improve.

• Bachelor's degree in accounting, finance, or a related field from an accredited institution.

• Minimum of 2–3 years of professional accounting or full-cycle bookkeeping experience.

• Proficiency with cloud accounting/automation tools.

• Experience with dental or medical practice accounting is a plus.