Bookkeeping Division Specialist

About the role

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. Bookkeeping Division Specialist Fully Remote A New CPA Network Firm Has Joined the Crete Professionals Alliance Family Crete Professionals Alliance continues to expand its national footprint through strategic partnerships with high-performing accounting and advisory firms that are redefining the client and employee experience within public accounting. One of the newest firms to join the Crete family is a nationally recognized, fully remote accounting and advisory firm focused exclusively on serving veterinary hospitals across the United States. With hundreds of veterinary practice clients nationwide and a rapidly growing team of professionals, the firm has built a reputation centered around deep client relationships, operational excellence, and a modern approach to outsourced accounting and advisory services. The firm's philosophy is simple: exceptional professionals produce their best work when they are trusted, empowered, and focused on meaningful impact - not micromanagement. This is an exciting opportunity for a bookkeeping professional seeking the ability to build strong client relationships, contribute to a collaborative and fast-growing team, and work within a niche industry that supports veterinary professionals and the care they provide to animals every day. Position Overview The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication. This role is ideal for someone who thrives in a fast-paced remote environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.

Responsibilities

• Client Relationship Management
• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
• Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
• Build and maintain strong client relationships through professionalism, organization, and consultative support.
• Participate in quarterly client conversations focused on operational and financial discussions.
• Bookkeeping & Financial Reporting
• Manage at minimum 10 full-service bookkeeping client relationships.
• Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
• Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
• Prepare and finalize monthly financial reporting packages and supporting documentation.
• Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
• Review "Ask My Accountant" balances and resolve outstanding bookkeeping items prior to finalizing reports.
• Client Onboarding & Implementation
• Assist with onboarding new clients, including:
• QuickBooks Online setup
• Chart of accounts implementation
• Account linking and integrations
• Initial bookkeeping cleanup and reconciliations
• Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.
• Workflow & Process Management
• Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
• Maintain organized documentation, reporting templates, and financial records.
• Collaborate with leadership and team members to improve efficiency, consistency, and client

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