Accountant

About this role

Pay Range: $25 - $28/hour

Work Location: In Office in Carlsbad, CA

About Accounting Fresh

We're a local CPA firm based in Carlsbad, California, specializing in bookkeeping and accounting for small business owners.

Our mission is to make accounting feel fresh, simple, and transparent. We pride ourselves on being responsive, reliable, and efficient, while truly caring about our clients' success.

At the same time, we believe in having fun and keeping things balanced - you'll often find our team out for a golf day or catching waves during a surf break. We work hard, deliver exceptional results, and enjoy what we do every step of the way.

Job Summary

We're looking for a talented and detail-oriented Accountant with excellent client communication skills to join our growing team at Accounting Fresh. You'll maintain accurate, organized financial records for clients across a range of industries.

Your day-to-day will include communicating with clients regularly by phone and email, categorizing transactions, reconciling bank and credit card accounts, entering and paying bills, assisting with QuickBooks Online (QBO) setups, cleanups, and catch-ups, and supporting monthly financial reporting.

If you're tech-savvy, confident talking with small business owners, responsive, reliable, proactive, and enjoy helping clients gain clarity and confidence in their finances - we'd love to meet you.

Key Responsibilities

• Provide excellent, responsive client service (reply to emails within 24 hours)
• Communicate with clients regularly by phone and email
• Categorize and reconcile bank and credit card transactions
• Enter and process bills, ensuring timely payments once approved
• Assist with QuickBooks Online setup, clean-up, catch-up projects, and Chart of Accounts configuration
• Reconcile loan accounts and break out principal vs. interest payments
• Review owner draw and distribution accounts for accuracy
• Prepare draft financial statements and basic manage...