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Bookkeeper (Client Success)

doola· Operations
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Remote$55k - $80kFull-timePosted 11mo ago

About the role

Detail-oriented, client-focused Bookkeeper responsible for onboarding new clients, accurate bookkeeping, and acting as a liaison between clients and CPAs to support client success and operational efficiency at doola.

Responsibilities

  • Serve as the primary point of contact for new clients during their onboarding process, delivering clarity and confidence in our services.
  • Accurately record financial transactions, reconcile accounts, and maintain updated records using tools such as QuickBooks and Excel.
  • Prepare financial statements, including income statements, balance sheets, and cash flow reports, ensuring precision and timeliness.
  • Manage day-to-day activities such as bank reconciliations, accounts payable/receivable, and general ledger maintenance.
  • Identify and implement process improvements to optimize onboarding and bookkeeping workflows.
  • Communicate with clients about their financial data, explaining reports and addressing any concerns or discrepancies.
  • Collaborate with internal teams to provide basic tax guidance and serve as a bridge between CPAs and clients.

Qualifications

  • 3-5 years of bookkeeping experience, with significant client-facing responsibilities.
  • Proficient in U.S.-based accounting practices and tools like QuickBooks and Excel.
  • Strong interpersonal and communication skills, able to explain complex financial data in simple terms.
  • Exceptional attention to detail, consistently delivering accurate and error-free work.
  • Familiar with basic tax regulations and can provide foundational advice to clients.
  • Excellent time management, balancing multiple priorities while meeting deadlines.
  • Thrives in a startup environment, embracing adaptability and problem-solving with confidence.
  • Associate’s or Bachelor’s degree in Accounting, Finance, or a related field. Certifications such as Certified Bookkeeper (CB) or QuickBooks Certification are a plus.

Skills

Required:BookkeepingQuickBooksExcelClient Communication

Benefits

  • $55K - $80K
  • Remote (US)
Last updated Jul 8, 2026. Interested? Apply on the company site.
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About doola

Business-in-a-Box™ for LLCs

doola is a “Business-in-a-Box” for creators. We take care of everything creators need to form an LLC, set up their bank account, accept payments, and manage ongoing compliance and tax filings. We realized how difficult it was to set up the full stack of software and accounts you need to get a business off the ground. This is the same problem faced by online businesses, who begin their business as a side hustle, and just want to focus on growing their business, not annoying administrative work. That’s why we built doola: to take care of it all. Today, people on every continent have launched companies with doola. (HQ: New York)

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