Bookkeeping & Customer Support Specialist | Remote

About the job Bookkeeping & Customer Support Specialist | RemoteOverviewWe are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients, primarily therapy practice owners.
This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.Review and categorize transactions that cannot be automatically processedReconcile monthly books for assigned client accountsIdentify and flag unusual or questionable transactionsEnsure accurate coding based on standard accounting and IRS chart of accounts guidelinesManage approximately 5–6 client accounts per specialistCustomer Communication & SupportRespond to client inquiries regarding transactions and bookkeeping matters via support platformConduct brief consultations (email or phone) to clarify transaction detailsMaintain an empathetic and professional communication styleHandle ...