Associate

About the Role

The Associate role at Profits Up Bookkeeping is a full-time, on-site position based in Tennessee, United States.

Key Responsibilities

• Assist with daily bookkeeping tasks.
• Record transactions.
• Reconcile bank and credit card accounts.
• Organize financial documents.
• Prepare basic financial reports.
• Support accounts payable and accounts receivable processes.
• Maintain accurate client records in accounting software.
• Communicate with clients to gather information, resolve discrepancies, and respond to routine questions.
• Collaborate with senior team members to ensure deadlines are met and work complies with internal quality standards and relevant financial practices.

Requirements & Tech Stack

• Foundational bookkeeping and accounting skills, including transaction recording, reconciliations, and familiarity with financial statements.
• Proficiency with accounting or bookkeeping software (e.g., QuickBooks or similar tools).
• Basic spreadsheet skills.

Qualifications

• Strong organizational and time management skills.
• Clear written and verbal communication skills.
• High attention to detail and accuracy in data entry.
• Commitment to maintaining confidentiality of financial information.
• Ability to learn new systems and processes quickly.
• Ability to work effectively in an on-site, team-oriented environment.
• Relevant education such as coursework or a degree in Accounting, Finance, or Business, or equivalent practical experience, is beneficial.
• Prior experience in bookkeeping, customer service, or office administration in a business or professional services environment is beneficial.