Bookkeeper

Posted 6 Days Ago
Be an Early Applicant
Walnut Creek, CA
Entry level
Healthtech
The Role
The Bookkeeper is responsible for recording financial transactions, managing accounts, preparing financial reports, ensuring compliance with legal requirements, assisting with tax preparations, and handling payroll processes. They also communicate with clients regarding financial entries and provide insights for financial improvement.
Summary Generated by Built In

Job Description:

Recording Financial Transactions: Keeping detailed records of daily financial transactions, including sales, receipts, and payments.

Managing Accounts: Ensuring all accounts are up-to-date, which involves balancing and maintaining ledgers, and preparing balance sheets.

Financial Reporting: Preparing financial reports by collecting, analyzing, and summarizing account information and trend​​​

Compliance: Complying with federal, state, and local legal requirements by studying requirements, enforcing adherence to requirements, and advising management on needed action​

Tax Preparation: Assisting in filling out tax forms and ensuring the proper submission of tax documents.

Client Communication: Maintaining timely communications with clients and addressing any queries or discrepancies related to financial entries or record​

Payroll Processing: Handling the payroll process, ensuring accurate and timely payments, and reconciling payroll-related taxes.

Financial Analysis and Advice: Providing insights into financial health, identifying trends, and offering proactive advice for financial improvement.

Qualifications and Skills:

Education: A degree in accounting or a related field is preferred.

Experience: Previous bookkeeping or accounting experience.

Skills: Proficiency in accounting software, strong attention to detail, excellent numeracy skills, and strong organizational abilities.


The Company
HQ: Walnut Creek, CA
31 Employees
On-site Workplace
Year Founded: 2017

What We Do

We are a company dedicated to helping children reach their greatest potential. BTA specializes in providing applied behavior analysis (ABA) therapy to children with neurodivergent conditions and behavioral disorders. Each client we work with is unique, and their treatment programs reflect that. Our team of clinical experts evaluates clients and develops the best-personalized treatment programs for every child. Clinical programs work on the motor, social, cognitive, and communication skills in order to give our clients and their families the confidence to navigate life.

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