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Bookkeeping Assistant / Data Entry Specialist

Role overview

Qualifications

  • Basic understanding of financial transactions and statements
  • Excellent computer skills and ability to learn new software
  • Professional written and verbal communication
  • Ability to work independently while maintaining team connections

Responsibilities

  • Download, organize, and securely store client financial statements
  • Enter transactions accurately in QuickBooks Online and other accounting platforms
  • Perform bank and credit card reconciliations
  • Assist with basic financial review processes

Key facts

  • Remote from: Utah (USA)
  • Part time
  • Data Entry Specialist
  • English

Hard skills

Other skills

  • Problem Solving
  • Detail Oriented
  • Computer Literacy
  • Communication
  • Self-Motivation
  • Reliability
  • Time Management

About the company

BookSmarts Accounting & Bookkeeping logo

BookSmarts Accounting & Bookkeeping

Company details

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Job description

Data Specialist / Assistant Bookkeeper (Remote, Part-Time to Full-Time)

BookSmarts Accounting

About BookSmarts
BookSmarts provides accounting and bookkeeping to more than 200 clients across the U.S., with a specialty in franchise accounting at both the franchisor and franchisee levels. We're a fully remote, woman-founded firm built on a simple idea: skilled professionals, including those returning to the workforce, deserve careers with real flexibility and real growth. Our team works from home, sets schedules around life, and advances by doing great work.

The Role

We're seeking a detail-oriented Bookkeeping Assistant / Data Specialist to join our team. This role provides foundational experience in bookkeeping and accounting while allowing for professional growth in a supportive environment. You'll work alongside bookkeepers, accountants, and our data entry team. This role fits someone who wants to keep growing in accounting and bookkeeping roles.

Key Characteristics for Success

  • Self-motivated and resourceful
  • Strong quantitative acumen and mind for numbers
  • Attention to detail and problem-solving mindset
  • Reliable and committed to deadlines
  • Excellent communication skills

Primary Responsibilities

  • Download, organize, and securely store client financial statements
  • Enter transactions accurately in QuickBooks Online and other accounting platforms
  • Perform bank and credit card reconciliations
  • Assist with basic financial review processes
  • Save documentation according to company protocols
  • Communicate with team members regarding client data
  • Troubleshoot discrepancies and report to accountants

Required Qualifications

  • Basic understanding of financial transactions and statements
  • Excellent computer skills and ability to learn new software
  • Professional written and verbal communication
  • Ability to work independently while maintaining team connections
  • Ability to maintain confidentiality with sensitive financial information
  • Professional experience in finance or accounting, QuickBooks certifications, or college coursework in finance or accounting are a plus. This is an excellent opportunity for accounting students or grads looking for experience in their field

How We Work: Our Values

  • Fearless: You take initiative, ask the hard question, and raise a problem as soon as you see it.
  • Kind: You assume good intent, communicate clearly, and make your teammates' jobs easier.
  • Precise: Your reconciliations tie out, your classifications hold up, and your work is right the first time.
  • Unconventional: You look for a better way to do repetitive work and share what you find.
  • Smart: You use judgment, know when to research, and know when to ask.

Work Environment

  • 100% remote
  • 20 to 40 hours per week (20-hour minimum)
  • Flexible scheduling, with at least 70% of your hours worked between 7:00 AM and 7:00 PM Mountain Time so you overlap with clients and teammates
  • Applicants outside the US are not eligible for this position.

Benefits

  • $15-18 per hour based on experience
  • 401(k) eligibility after working 1,000 hours in your first year
  • Paid time off accruing for hours worked over 20 hours per week
  • Professional development resources
  • Supportive team environment valuing work-life balance and career advancement

Application Process

  • Submit your resume highlighting relevant skills and experience, including finance/accounting experience, attention to detail, and problem-solving abilities in previous roles.
  • Select candidates will be invited for a video interview.

BookSmarts is an equal opportunity employer.


Compensation: $15-18/hour DOE

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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