Bookkeeper/Accountant

Purpose

The purpose of this position is to provide consistent, accurate, and proactive financial management for both the law firm and the affiliated home care business. This position exists to create stability and clarity in daily bookkeeping, payroll, and tax preparation so the business owner can focus on growth, leadership, and service delivery.

The In-House Bookkeeper | Accountant will oversee the books for multiple entities, support CPA collaboration, and help bring structure and transparency to the firm's financial operations.

Core Responsibilities (Both Business Roles)

1. Bookkeeping and Accounting Management

· Manage all daily bookkeeping and accounting operations for the home care business and affiliated law firm.

· Maintain general ledgers, post journal entries, and reconcile accounts for accuracy and completeness.

· Prepare financial statements, profit-and-loss reports, and other key management summaries as needed.

· Oversee accounts payable and accounts receivable functions to ensure timely and accurate transactions.

· Support CPA-related tasks, including compiling documentation for tax filings, annual reviews, and audits.

· Ensure all financial transactions are properly recorded and compliant with internal policies and applicable laws.

2. Payroll and HR Coordination

· Oversee payroll processing through ADP and Gusto, ensuring accuracy and timely submission.

· Maintain payroll records, employee changes, and benefits deductions in coordination with HR.

· Assist in tracking employee time, PTO, and payroll adjustments for both entities.

· Verify payroll tax filings and reporting compliance with state and federal requirements.

3. Tax Preparation and CPA Support

· Prepare quarterly and annual tax documentation and reports for both businesses.

· Partner with internal CPAs to ensure timely and accurate filing of tax returns.

· Provide supporting schedules, reconciliations, and financial summaries for CPA review.

· Assist with 1099 filings, W-2 reconciliations, and year-end reporting.

4. Systems Management and Process Improvement

· Use QuickBooks Online for bookkeeping; maintain organized digital financial records.

· Help implement and optimize accounting and payroll integrations between systems (e.g., Gusto, ADP, QuickBooks Online).

· Recommend and develop process improvements for efficiency and accuracy in financial reporting.

· Support future transitions of accounting tasks from external vendors to internal control.

5. Communication and Confidentiality

· Provide consistent financial updates to the business owner and senior partner.

· Maintain confidentiality and ensure secure handling of all sensitive financial information.

· Communicate clearly and professionally with vendors, staff, and external accountants.

Combined Role KPIs

· Monthly financials reconciled and submitted by the 10th of each month.

· Payroll processed accurately and on schedule for both entities.

· No outstanding or unrecorded transactions beyond 30 days.

· Tax filings and CPA coordination completed on time with accurate documentation.

· Positive feedback from leadership on accuracy, timeliness, and communication.

Ideal Skills and Qualities

· Deep understanding of accounting principles and financial reconciliation.

· Advanced proficiency in QuickBooks Online and experience with ADP and/or Gusto payroll platforms.

· Strong attention to detail and excellent organizational skills.

· Ability to manage multiple entities with accuracy and professionalism.

· Comfortable working independently and proactively solving problems.

· Proven ability to support CPAs and tax professionals in document preparation and compliance.

Education and Experience

· 3 - 5 years of bookkeeping experience in small business or professional services settings.

· Experience managing payroll and general ledger across multiple entities.

· Associate or Bachelor's degree in Accounting, Finance, or related field preferred.

· CPA or EA designation a plus but not required.

· Experience in both bookkeeping and light tax preparation preferred.

Why This Role Matters
This position exists to create peace of mind and predictability for the business owner, ensuring both the law firm and the home care business operate with financial clarity and stability.

When we choose to keep the books organized, payroll accurate, and tax preparation on track, this role becomes the backbone of the company's operational success and growth.

Job Type: Full-time

Pay: $49, $70,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Work Location: In person