What are the responsibilities and job description for the Bookkeeper position at Monotelo Advisors Inc?
Benefits:
Monotelo Advisors is seeking a detail-oriented Bookkeeper to support our small business clients by maintaining accurate, organized, and timely financial records. You’ll work under the oversight of a Client Accountant to ensure clean monthly books, proper categorization, and high-quality deliverables that enable clients to make informed financial decisions.
Key Responsibilities
At Monotelo Advisors, our values guide how we work and who we hire:
You thrive in a dynamic environment but take initiative when processes need improvement. You have a sharp eye for details, value precision, and enjoy working with numbers. You care deeply about helping clients succeed and take pride in producing work that reflects accuracy, consistency, and professionalism. You live by your word, hold yourself accountable, and see your role as part of something bigger, contributing to both client success and team growth.
- Health Reimbursement Account
- 401(k)
- 401(k) matching
- Paid time off
- Bonus based on performance
- Training & development
Monotelo Advisors is seeking a detail-oriented Bookkeeper to support our small business clients by maintaining accurate, organized, and timely financial records. You’ll work under the oversight of a Client Accountant to ensure clean monthly books, proper categorization, and high-quality deliverables that enable clients to make informed financial decisions.
Key Responsibilities
- Record daily transactions and reconcile all bank and credit accounts
- Post monthly closing journal entries and adjustments
- Identify and flag unusual or inconsistent transactions
- Maintain monthly closing workflows and checklists
- Communicate with clients to ensure completeness and accuracy of financial data
- 1–2 years of bookkeeping or accounting experience
- QuickBooks Online (QBO) ProAdvisor certification
- Understanding of both cash and accrual accounting methods
- Strong numerical judgment and analytical accuracy
- Consistent categorization and attention to detail
- Proficiency with QuickBooks Online and QuickBooks Desktop
- Ability to manage multiple clients efficiently
At Monotelo Advisors, our values guide how we work and who we hire:
- Results Matter – We focus on excellence and measurable outcomes.
- Contribute – We believe everyone adds value through effort, insight, and initiative.
- People Matter – We respect and invest in people — both our clients and our team.
- Do The Right Thing – Integrity and ethical choices guide every decision.
- Do What You Say – Accountability builds trust and reliability.
You thrive in a dynamic environment but take initiative when processes need improvement. You have a sharp eye for details, value precision, and enjoy working with numbers. You care deeply about helping clients succeed and take pride in producing work that reflects accuracy, consistency, and professionalism. You live by your word, hold yourself accountable, and see your role as part of something bigger, contributing to both client success and team growth.