QuickBooks Online (QBO) Back-End Specialist

We are seeking a highly organized and detail-oriented QuickBooks Online (QBO) Back-End Specialist to provide a combination of financial administration and executive support. The ideal candidate has strong experience using QuickBooks, excellent communication skills, and the ability to manage multiple priorities while supporting daily business operations.

Key Responsibilities:

• QuickBooks Support

• Link and maintain bank accounts in QuickBooks Online
• Manage and maintain an accurate chart of accounts
• Categorize and record financial transactions accurately within QuickBooks
• Reconcile QuickBooks transactions against bank and credit card accounts
• Enter, update, and organize financial data accurately
• Review transactions and ensure records are up to date
• Prepare and send monthly management reports to clients
• Review profit and loss statements and balance sheets for accuracy and completeness
• Communicate with customers to obtain bank statements and other required financial documentation
• Support bookkeeping and accounting processes
• Identify and escalate discrepancies or missing information
• Maintain organized financial records and documentation
• Coordinate with vendors to obtain W-9 forms and assist with 1099-related documentation
• Administrative Support

• Assist with email management and c