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QuickBooks Accounting Specialist (Remote)

QuickBooks Accounting Specialist (Remote)


The QuickBooks Accounting Specialist is responsible for categorizing business transactions, handling monthly reconciliations, and producing financial statements for a number of different businesses across many industries.

About Us:

Valley Oak is a full-service financial services with a three-pronged approach. We operate and manage a full-service CPA firm, Investment and Advisory firm, and Insurance Firm. Our niche is working with business owners to create a customized plan to lower income taxes, optimize personal wealth, and minimize wealth transfers.


  • 4-year bachelor’s degree in accounting, finance, or related program
  • Master’s degree / CPA license is a plus
  • 1-3 Years QuickBooks Online Bookkeeping Experience
  • Extreme organization and multi-tasking abilities
  • Excellent communication skills

Qualities and Characteristics:

For the QuickBooks Accounting Specialist to be successful, they should be a go-getter and out-of-the-box thinker when it comes to helping small and medium sized businesses with their bookkeeping, accounting, and cash flow needs. QuickBooks and number-crunching must excite you. It should give you great joy and purpose bringing your valuable knowledge and skill set to help businesses grow and to stay on top of one of the most important things – their profit. You’ll use this skill set (and develop new ones) to oversee the day-to-day financial transactions of these clients. From small to medium sized organizations, many with multiple entities and intricacies, you will perform all the necessary bookkeeping tasks coupled with monthly financial reporting and year-end wrap up.

Functional Responsibilities: 

  • Maintain an up-to-date and accurate QuickBooks file (Both Desktop and Online)
  • Prepare financial reports by collecting, analyzing, and summarizing account information and trends
  • Audit cash and charge card receipts
  • Process payroll and payroll tax reporting
  • Manage and process all aspects of accounts payable and receivable
  • Conduct monthly reconciliation of all bank accounts, credit cards, loan accounts, and petty cash accounts
  • Collect information as needed for annual audit
  • Maintain a coherent system of accounts
  • Manage 1099 tracking
  • Complete a month-end close
  • Execute and process payroll via Payroll Relief software
  • Create documented checklists and SOPs for all procedures you are responsible for


Full-time, hybrid, remote, or onsite position based on location.


  • Health Insurance Premiums paid by Valley Oak
  • 401(k) with Employer Match
  • Nine Paid Holidays
  • Two Weeks Accrued Vacation
  • One Week Accrued Sick Leave
  • Paid day off on your Birthday
  • Quarterly Bonuses

If interested in applying for this position, send your resume to