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What you do & why it matters:

Own the bookkeeping for a set of clients end-to-end. Your books must be clean, accurate, and ready for the controller without rework. Your books are the foundation for accurate financial reporting, tax preparation, and informed client decisions. If the books are clean, the whole firm runs smoothly.

Core responsibilities:

1. Full-cycle bookkeeping in QBO (banks, cards, AP/AR, payroll JEs).

2. Reconcile all accounts monthly with zero stale items.

3. Keep Shopify/Stripe/PayPal sales channels accurate.

4. Communicate with clients for missing info.

5. Flag issues early to the controller.

6. Follow Mesa SOPs and keep your checklist tight.

7. Hit monthly deadlines every single time.

Success looks like:

📖 Clean books delivered on time, every time.

💯  <5% rework from the controller.

🎙️  Responsive, organized, and proactive.

🤝  Controllers trust your numbers.

Requirements:

✅  2+ years of bookkeeping experience.

✅  Strong QBO + Dext + sales tax knowledge.

✅  Able to manage 20–35 clients depending on size.

✅  Detail-obsessed, organized, and reliable.

What you do & why it matters:

You own full-cycle accounting for your clients — onboarding, monthly closes, year-end prep, working papers, and financial accuracy. Your numbers must be clean, complete, and controller-ready with minimal rework. When your files are tight, controllers can review fast, clients get reliable financials, and the whole firm runs smoothly.

Core responsibilities:

1. Own client onboarding (including CRA/ARQ setup) until you reach capacity

2. Full-cycle accounting: monthly close, working papers, adjustments, year-end prep

3. Review bookkeeper work and correct issues proactively

4. Maintain clean, well-documented working papers

5. Communicate with clients clearly and keep them organized

6. Map software and system processes during onboarding

7. Follow Mesa SOPs; hit deadlines without reminders

8. Flag risks, scope changes, and irregularities early

Success looks like:

🗓️  Month-ends delivered on time, with minimal controller rework

🧼  Clean, organized working papers that stand on their own

🤝  Clients trust your communication and rely on your judgment

💨 Controllers can review quickly without back-and-forth

Requirements:

✅  3–5+ years full-cycle accounting experience

✅  Strong QBO, Dext, sales tax, and working paper skills

✅  Organized, detail-driven, accountable

✅  Solid judgment and proactive communication

What you do & why it matters:

You oversee the financial accuracy and health of your client portfolio. You review accounting files, close month-ends, manage complex issues, and guide both accountants and clients. Your judgment is what turns raw numbers into clarity. When your reviews are clean and decisive, clients trust Mesa, accounting runs smoothly, and the firm stays efficient and profitable.

Core responsibilities:

1. Review monthly close packages and working papers from accountants

2. Deliver controller-level month-end reports and insights to clients

3. Handle complex accounting issues, adjustments, and technical judgments

4. Support accountants and bookkeepers with escalations

5. Own client communication on higher-level topics (cash flow, trends, issues)

6. Ensure files meet Mesa standards for accuracy and completeness

7. Identify scope changes, risks, and workflow improvements

8. Guide onboarding process for complex clients

9. Work with leadership on process, systems, and client experience improvements

Success looks like:

🗓️  Month-ends finalized on time with strong, clean working papers

🎬 Clear, actionable communication to clients (no jargon, no confusion)

↪️ Low rework on accountant files due to strong coaching and escalation handling

☮️  Clients view you as their “financial calm” — issues get solved quickly

🗄️  Portfolio feels organized, predictable, and under control

Requirements:

✅  5+ years full-cycle accounting or controllership experience

✅  Strong technical accounting judgment and working paper mastery

✅  Excellent communicator — can simplify complex issues fast

✅  Organized, proactive, and able to manage multiple deadlines

✅  Thrives in a high-autonomy, high-ownership environment