Bookkeeping Specialist

Posted 3 Hours Ago
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Sandpoint, ID, USA
In-Office
Mid level
Energy • Utilities
The Role
Manage day-to-day bookkeeping for multiple business clients, including general ledger maintenance, transaction recording, account reconciliations, accounts payable and receivable, journal entries, financial statements, month-end and year-end closing, discrepancy resolution, and audit-ready documentation. Communicate with clients and collaborate with payroll and tax teams to support accurate, timely financial reporting.
Summary Generated by Built In

About Us

We are a multifaceted CPA firm with 16 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

As a Bookkeeping Specialist, you will manage the day-to-day financial records for a diverse portfolio of business clients, helping ensure accuracy, compliance, and timely financial reporting. This role is ideal for a detail-oriented professional who enjoys working with multiple clients, building trusted relationships, and providing high-quality financial support that helps businesses thrive.

What do we need you to do?

  • Maintain accurate general ledger accounts for multiple clients
  • Record and categorize financial transactions in accounting software
  • Reconcile bank, credit card, and loan accounts
  • Process accounts payable and accounts receivable transactions
  • Prepare and post journal entries as needed
  • Assist with month-end and year-end closing procedures
  • Prepare financial statements and management reports
  • Review financial records for accuracy and resolve discrepancies
  • Maintain organized and audit-ready documentation
  • Communicate professionally with clients regarding bookkeeping matters
  • Collaborate with payroll and tax teams to ensure accurate financial reporting
  • Support special projects and additional accounting duties assigned

Qualifications for this position:

  • Minimum 3 years experience in a similar role 
  • A highly motivated and dedicated person
  • Proficiency in QuickBooks, Microsoft Office Suite

What's in it for you?

  • Internal growth opportunities
  • Competitive wages, paid time off, and paid holidays
  • Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay is determined based on experience and education. 

Benefits:

  • 401(k) match
  • 100% Company-Paid medical, dental, vision insurance 
  • Flexible schedule
  • Health Savings Account
  • Flexible Spending Account
  • Paid time off

Skills Required

  • Minimum 3 years of experience in a similar role
  • Proficiency in QuickBooks
  • Proficiency in Microsoft Office Suite
  • Highly motivated and dedicated
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The Company
HQ: New York, NY
120 Employees
Year Founded: 2004

What We Do

CapStone Solutions, Inc. is a proven service provider for the telecommunication and energy industries, offering turnkey design, construction, upgrade and conversion services for complex network and alternative energy infrastructure. Working from the Pacific Northwest and beyond, the certified Women Owned business delivers renewable energy, telecommunications, and electrical services—including solar, RF solutions, utility work, and site development—for individuals, businesses, and communities worldwide.

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