This free lance role combines bookkeeping and financial tasks with bilingual (English/Spanish) customer support, ensuring accurate financial records and outstanding service for enrolled employees and clients.

Responsibilities

• Manage bookkeeping in QuickBooks Online across three separate but related entities.

• Handle accounts payable and receivable, ensuring accuracy and timeliness.

• Monitor and support cash flow management and prepare relevant financial reports.

• Support ad hoc finance and accounting projects as needed.

• Provide phone, email, and chat support in both English and Spanish to enrolled employees and clients regarding benefits programs.

• Answer questions and assist with benefit‑related inquiries with a warm and friendly demeanor.

• Coordinate with internal teams to ensure smooth issue resolution and high client satisfaction.

• Accurately document interactions and follow up to ensure issues are resolved.

Requirements

• Proven bookkeeping experience with QuickBooks Online.

• Strong knowledge of cash flow management and basic financial processes.

• Fluency in English and Spanish (written and spoken).

• Excellent organizational skills and attention to detail.

• Strong communication and customer service skills.

• Availability for consistent overlap with U.S. Pacific Standard Time (PST) business hours.

• Bachelor’s Degree in Finance, Accounting or Public Accounting (or related).