Bookkeeper

Position: Bookkeeper

Date Posted: April 7, 2026

Industry: Accounting / Bookkeeping / Financial Services

Employment Type: Full Time

Experience: Minimum 2+ Years

Qualification: Bachelor’s Degree in Accounting or a related field

Salary: $45,000.00 – $55,000.00 Salary

Location: Dallas, Texas, USA

Company: Anderson Business Advisors

Description:
This role is focused on delivering accurate and reliable bookkeeping support across a portfolio of client businesses each month. The Bookkeeper will be responsible for maintaining precise financial records, reviewing transaction coding and classifications, and ensuring all entries comply with established accounting standards. A strong emphasis is placed on understanding client-specific requirements, maintaining clear communication, and supporting both clients and internal teams with financial clarity and consistency. The position also involves identifying inconsistencies in records and correcting historical bookkeeping issues to ensure fully updated and actionable financial data.

Key Responsibilities:

Client Relationship & Communication:

• Assist in onboarding new clients by reviewing their business structure, financial requirements, and setting clear expectations
• Conduct regular monthly check-ins with clients to collect documents, resolve queries, and understand ongoing financial needs
• Lead scheduled consultation calls and maintain strong professional relationships with assigned clients
• Act as a primary point of contact for financial discussions and updates

Bookkeeping & Financial Management:

• Maintain and update bookkeeping records for multiple client accounts simultaneously
• Review financial transactions to ensure proper classification, coding, and accuracy
• Prepare and analyze financial statements including profit & loss reports, balance sheets, and general ledger summaries
• Identify and resolve discrepancies in historical records and bring accounts fully up to date

Collaboration & Support:

• Work closely with internal and global teams to ensure smooth service delivery across all client accounts
• Support additional accounting and operational tasks as assigned by management
• Contribute to improving workflow efficiency and bookkeeping accuracy across the team

Core Competencies:

Integrity:

• Maintains ethical standards in all financial handling and client interactions
• Protects confidential information with a high level of professionalism
• Independently addresses minor ethical and compliance concerns when needed

Accountability:

• Manages workload effectively and consistently meets deadlines
• Takes ownership of assigned client accounts and outcomes
• Proactively resolves issues and ensures follow-through on tasks

Customer Focus:

• Responds to client needs in a timely and professional manner
• Handles complex financial questions and service requests effectively
• Works continuously to improve client satisfaction and experience

Organization & Time Management:

• Prioritizes multiple client accounts efficiently
• Uses structured tools and systems to manage deadlines and reporting cycles
• Maintains accuracy while managing high-volume workloads

Communication:

• Communicates financial information clearly and professionally
• Adapts communication style based on client or team needs
• Leads productive discussions during meetings and consultations

Team Collaboration:

• Supports team objectives and contributes to shared goals
• Builds strong working relationships across departments
• Helps resolve minor team issues constructively

Self-Development:

• Takes initiative in improving bookkeeping processes
• Actively works on expanding accounting and technical knowledge
• Shows consistent motivation toward professional growth

Required Qualifications:

• At least 2 years of experience working with QuickBooks (Desktop and Online preferred)
• Bachelor’s degree in Accounting, Finance, or a related discipline
• Working knowledge of Excel and financial reporting tools
• Strong understanding of accounting fundamentals including debits and credits
• Experience handling multiple client accounts (15 or more simultaneously)
• High attention to detail with strong accuracy in financial data handling
• Proven experience communicating with clients regarding financial matters

Preferred Qualifications:

• Prior experience in a consulting or advisory-based accounting environment

Performance Metrics:

• Client Satisfaction: Based on feedback, surveys, and overall service experience
• Efficiency: Completion of bookkeeping tasks within required deadlines
• Communication: Responsiveness within 24 hours and consistent client engagement
• Accuracy: Precision in financial reporting, documentation, and data entry

Benefits:

• Hybrid work arrangement offering flexibility between remote and in-office work
• Structured onboarding program with complete training on systems, services, and tools
• Comprehensive medical, dental, vision, and short-term disability coverage at no cost
• 401(k) retirement plan with employer matching
• Paid time off including 16 days in the first year, increasing to 21 days after one year, plus 7 paid holidays
• Monthly $35 gym membership subsidy
• Full background check, drug screening, internet, and social media verification required for employment

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