Senior Bookkeeping & Workflow Lead

Telos CPAs is looking for a highly skilled Senior Bookkeeping & Workflow Lead to support our growing nonprofit accounting firm. This role will begin at approximately 20 hours per week and is expected to grow into a full-time role within about 6 months, as client volume increases.

This is a great fit for someone who is not only excellent at bookkeeping, but also enjoys improving systems, reviewing work, creating better workflows, and helping ensure clients are served with accuracy, consistency, and care.

The ideal candidate is highly experienced in QuickBooks Online, detail-oriented, organized, and comfortable identifying errors, cleaning up messy books, improving processes, and reviewing another bookkeeper’s work. This person should be able to think beyond simply completing tasks and help build the systems needed to make sure recurring bookkeeping work is done correctly and on time.

Responsibilities

• Perform bookkeeping work in QuickBooks Online for nonprofit clients.
• Review bookkeeping work completed by others and identify errors, inconsistencies, or missing steps.
• Help clean up messy books and correct prior bookkeeping issues.
• Support the creation and improvement of workflows, checklists, and review processes in Financial Cents.
• Help ensure recurring client tasks, deadlines, and follow-ups are properly tracked and completed.
• Communicate professionally with clients by email to request information, follow up on open items, and answer bookkeeping-related questions.
• Provide feedback to other bookkeepers in a clear, respectful, and helpful way.
• Help improve internal systems so client work becomes more accurate, consistent, and efficient.
• As the role grows, this position may develop into a lead or supervisory role supporting other bookkeeping tea ---------- mbers.

Requirements

• Strong expertise in QuickBooks Online, including transaction review, reconciliations, corrections, cleanup work, and troubleshooting.
• Solid bookkeeping knowledge and the ability to recognize when something does not look right.
• Experience reviewing or correcting another person’s bookkeeping work.
• Strong written English skills for frequent client email communication.
• High attention to detail and a strong commitment to accuracy.
• Ability to create, follow, and improve repeatable processes.
• Comfortable giving feedback and helping others improve their work.
• Flexible availability for occasional meetings that may take place early morning or late evening due to time zone differences.

Preferred Qualifications (but not required)

• Experience with nonprofit bookkeeping or nonprofit accounting.
• Experience using Financial Cents or similar workflow/project management software.
• Familiarity with Ramp, Gusto, Stripe, PayPal, Excel, Google Workspace, Hubdoc, and QuickBooks Payroll.
• Experience helping build bookkeeping workflows, SOPs, checklists, or review processes.

Role Growth

This position will begin part-time at approximately 20 hours per week. As our client base grows, we expect the role to transition to full-time after approximately 6 months. Over time, this person may take on more review, workflow, and lead responsibilities while continuing to support bookkeeping work directly.

Application Instructions

To be considered for this role, please submit your application using the exact format below. Applications that do not follow this format may not be reviewed.

1. Bookkeeping Experience
Please list your total years of bookkeeping experience and briefly describe the types of clients or companies you have supported.

2. QuickBooks Online Experience
Please rate your QuickBooks Online expertise as Beginner, Intermediate, Advanced, or Expert. Briefly explain your experience with reconciliations, cleanup work, correcting errors, and reviewing another person’s bookkeeping work.

3. Workflow and Process Experience
Please describe any experience you have creating or improving bookkeeping workflows, checklists, SOPs, review processes, or recurring task systems.

4. Software Experience
Please list the tools you have used and your level of experience with each: Financial Cents, Ramp, Gusto, Stripe, PayPal, Excel, Google Workspace, Hubdoc, QuickBooks Payroll, or similar tools.

5. Nonprofit Experience
Please describe any experience you have with nonprofit bookkeeping or nonprofit accounting. If you do not have nonprofit experience, please state that clearly.

6. Review and Feedback Experience
Please describe your experience reviewing another bookkeeper’s work, identifying errors, and giving feedback to help improve accuracy.

7. Written English Communication
Please briefly describe your experience communicating with clients by email , including requesting information, following up on open items, and explaining bookkeeping-related questions.

8. Availability
Please confirm that you are available for approximately 20 hours per week and that you are open to the role becoming full-time after approximately 6 months.