Bookkeeping & Customer Support Specialist

Overview

We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients, primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.

• Review and categorize transactions that cannot be automatically processed
• Reconcile monthly books for assigned client accounts
• Identify and flag unusual or questionable transactions
• Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
• Manage approximately 5–6 client accounts per specialist

Customer Communication & Support

• Respond to client inquiries regarding transactions and bookkeeping matters via support platform
• Conduct brief consultations (email or phone) to clarify transaction details
<...