Onboarding Bookkeeper

Summary

Join Collective, a company redefining how businesses-of-one operate, as an Onboarding Bookkeeper. You will play a crucial role in setting up new members' financial systems, collaborating with Onboarding Accountants to ensure accurate books, transition payroll systems, and deliver initial financial reports. Your work will establish a strong foundation for each new member. This position requires a Bachelor’s degree in Accounting or a related field, along with 2+ years of bookkeeping or accounting experience. Strong technical skills, proficiency with accounting software, and excellent communication skills are essential. Collective offers a 100% work-from-home position with 14 company holidays, flexible PTO, stock options, and a collaborative team culture.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2+ years of experience as a bookkeeper or accountant
• Strong technical skills and proficiency with accounting software
• Proven ability to meet deadlines and consistently deliver high-quality work
• Attention to detail, ability to manage multiple priorities, and commitment to accuracy
• Excellent written and verbal communication skills
• Self-motivated and comfortable working in a fast-paced, remote environment
• A people-first attitude with a desire to support both members and teammates

Responsibilities

• Build Complete catch-up and clean-up bookkeeping to bring member accounts up to date
• Establish accurate opening balances from the prior year, including balance sheet rebuilds for Remain SC members
• Support payroll setup, including historical adjustments and mid-year transitions from previous payroll systems to Gusto
• Prepare and publish initial Profit & Loss and Balance Sheet reports for new members
• Review financials for accuracy and collaborate with accountants to resolve discrepancies
• Communicate with members via email to gather documents and provide onboarding updates
• Assist Onboarding Bookkeepers and Accountants by answering questions and providing guidance
• Contribute to improving onboarding workflows and developing accounting protocols

Benefits

• 100% work from home
• 14 company holidays + flexible PTO
• Stock options package
• A diverse and collaborative team culture
• Team events and virtual gatherings