Bookkeeping Associate

Location: Remote.
Telecommute: This is a 100% Virtual / Remote work environment.
Job Type: Full Time / Hourly


General Overview

  • Bookkeeping tasks for clients, including but not limited to reconciliations, accounts receivable entry, accounts payable entry, cash flow reporting, etc
  • Month end close services including bank and credit card reconciliations, monthly adjusting entries to prepaid accounts and depreciation accounts, and other balance sheet account substantiation and reconciliation.
  • Complete work accurately and on time based on assigned deadlines
  • Use excellent written and verbal communication skills to effectively correspond with external and internal parties;
  • Track and communicate task status and time budget to all necessary parties using our project management system;
  • Function as a participating member of recurring client projects.



  • Under general supervision, our accounting resources are expected to:
  • Effectively organize assigned tasks
  • Manage calendar and communicate workload availability.
  • Perform and maintain the accuracy of Bank Reconciliations and Credit Card Reconciliations with limited supervision
  • Accurate posting of Accounts Receivable Invoices and Sales Receipts when assigned
  • Accurate posting of Accounts Payable activity in the form or bills, checks, and credit card transactions
  • Assist in the preparation of month end close packages as requested
  • Compliance Reporting assistance at year end for 1099 preparation and tie out of same
  • Periodic Review preparation services for client’s files.


Required Skills

  • Self-Motivated; Self Directed; Confident – position is work from home.
  • Ability to have a home office environment
  • Take pride in your work product.
  • Good verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Strong time management skills with a proven ability to meet deadlines.
  • Ability to work on multiple clients and be able to transition between them
  • Ability to effectively communicate both written and verbal
  • Work availability during normal business hours
  • To be Technically Savy and to be able to work within firms technology stack


Preferred Skills

  • 2+ years Bookkeeping experience
  • Good knowledge of Microsoft Excel
  • Work well on a team
  • Experience with QuickBooks both Desktop and Online version helpful.


If these are the things that excite you and that you are passionate about, we want to hear from you. Please submit a resume and cover letter explaining why you are a perfect fit for Siegel Solutions.

Siegel Solutions Benefits

  • Fully Remote Work Environment
  • Company Issued computer, dual monitors, headset, printer, and software tools
  • Employer Contributed Medical and Dental Insurance Plans
  • Employer Match Simple Plan up to 3% starting on the first day of employment
  • 10 Paid Holidays
  • Flexible Schedule
  • 2 Weeks paid PTO


Kimberly Mitchell
Partner Development Manager


Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

This will close in 0 seconds


Noah Raney
Senior Account Payroll Manager


Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

This will close in 0 seconds


Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader


Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

This will close in 0 seconds


Gabor Terebesi
Account Manager


Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

This will close in 0 seconds


Aimee Garneau
Accounting Manager


Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

This will close in 0 seconds