Bookkeeping Division Specialist -- Northern Colorado
About The Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
Position Overview
The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication. This role is ideal for someone who thrives in a fast-paced environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.
Key Responsibilities
Client Relationship Management
- Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
- Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
- Build and maintain strong client relationships through professionalism, organization, and consultative support.
- Participate in quarterly client conversations focused on operational and financial discussions.
Bookkeeping & Financial Reporting
- Manage at minimum 10 full-service bookkeeping client relationships.
- Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
- Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
- Prepare and finalize monthly financial reporting packages and supporting documentation.
- Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
- Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
Client Onboarding & Implementation
- Assist with onboarding new clients, including:
- QuickBooks Online setup
- Chart of accounts implementation
- Account linking and integrations
- Initial bookkeeping cleanup and reconciliations
- Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.
Workflow & Process Management
- Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
- Maintain organized documentation, reporting templates, and financial records.
- Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.
Team Collaboration & Communication
- Attend team meetings, training sessions, and monthly webinars.
- Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
- Escalate workflow concerns or capacity challenges proactively to leadership.
Qualifications
- 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
- Strong proficiency in QuickBooks Online required
- Experience with financial reporting, reconciliations, and month-end close processes
- Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously
- Excellent written and verbal communication skills
- Ability to work in a high-accountability environment
- Strong attention to detail and commitment to accuracy
- Experience with workflow systems such as XCM or similar platforms is a plus
- Client-service-oriented mindset with strong professionalism and responsiveness
What Makes Someone Successful Here
- Relationship-driven
- Organized and detail-oriented
- Proactive communicators
- Adaptable and solutions-focused
- Team-oriented collaborators
- Client-focused professionals
- Self-motivated and accountable
Compensation & Benefits
A competitive compensation and benefits package is offered to support both professional success and personal well-being. Benefits Include:
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.