Bookkeeper
Peak Retirement Planning, Inc. · Columbus, OH · 2 wk ago
On-siteAccountingFull-time
We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. What We Look For A+ PlayerElite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed. Dislikes working with B and C players. Does not need to be told twice what to do. Foxhole Team MemberHas a servant's heart and a purpose bigger than themselves. Will help a team member fix a flat on the side of the road at 6am. Goes above and beyond to provide a "White Glove Service" to our clients. Rocketship MentalityExcited to join a fast-growing startup with extreme upside. Growth Mindset in all areas of life - professionally, personally, physically, and spiritually. "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job). Main Responsibilities: Maintaining financial books and records for the firmProvide reports for the CEO and monthly, quarterly, and year-end reportsOversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactionsAssist in monitoring and managing cash flowManage day-to-day AR processing, deposits, and bookkeepingRun monthly payrollProvide information to the firms CPA to meet all tax-related requirements