Bookkeeper

About MACKEY

MACKEY is a boutique, women-owned and family-owned certified B Corp offering outsourced CFO, managed accounting, and tax planning & preparation services. We're forward-thinking, thrive on diversity, and put people first — including our team. We don’t just encourage applications from diverse backgrounds, we seek them out. Our strength lies in embracing differences and turning them into our greatest asset.

We're unequivocally committed to our clients' definition of success, integrating all aspects of their finances into a unified system that provides a constant 360-degree view of their business landscape. We hold our clients' big dreams sacred while working with them to achieve the three freedoms of prosperity: time freedom, money freedom, and mind freedom. We Cultivate Prosperity.

POSITION OVERVIEW

MACKEY is seeking a Bookkeeper to join our Managed Accounting Services Division. This role combines technical excellence with genuine care, working primarily on client books while also supporting internal operations. You'll be part of a collaborative team that believes no one can go it alone – combining your talents with our financial experts to help clients get further, faster.

KEY RESPONSIBILITIES

Client Bookkeeping

• Process accounts payable, accounts receivable, invoicing, and payments
• Verify, allocate, and post transactions to maintain accurate accounts
• Perform monthly close procedures including bank and account reconciliations
• Maintain and balance general ledger by preparing trial balances and reconciling entries
• Maintain historical records by filing documents digitally or physically
• Prepare financial reports by collecting, analyzing, and summarizing account information and trends
• Conduct simple analysis for clients using Excel
• Develop chart of accounts and define bookkeeping policies and procedures for clients

Internal Operations

• Maintain MACKEY's internal books and financial records as needed
• Support process improvements and workflow optimization initiatives
• Contribute to team knowledge sharing and best practice development
• Participate in cross-training opportunities across service lines

Quality & Collaboration

• Ensure all work meets MACKEY's high standards for accuracy, timeliness, and professionalism.
• Collaborate with team members across managed accounting, CFO, and tax services.
• Stay current on accounting standards, QuickBooks updates, and industry best practices.

SKILLS & QUALIFICATIONS

• Professional presentation
• Minimum of 2 years accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports
• Exceptional knowledge of basic and advanced accounting procedures
• Proficient in QuickBooks and Excel
• High degree of accuracy and attention to detail
• Proven ability to calculate, post and manage accounting figures and financial records
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent interpersonal, customer service, and communication skills (verbal and written)
• Ability to keep client matters strictly confidential

WHAT WE OFFER - Flexibility & Growth

• Hybrid work environment
• Collaborative team culture that values both individual expertise and teamwork
• Competitive salary commensurate with experience
• Comprehensive benefits package including profit sharing
• Unlimited PTO and Half-day Fridays in the summer

WHO WE ARE

• Passionate, playful, and professional
• Supportive. We Empathize, not scrutinize
• Actively loyal
• Curious, and creative
• Clear, kind, and committed

HOW TO APPLY

Submit your resume and salary expectations to Brandon Cowans, Director of Operations at Brandon@MackeyAdvisors.com.

Visit www.mackeyadvisors.com to learn more about our purpose, vision, values, and team.

MACKEY is committed to creating an inclusive environment where all team members can thrive. We welcome applications from candidates of all backgrounds and experiences.