Associate Staff Accountant – Client Accounting Services
About the Company
Bay Business Group is an employee‑focused accounting and advisory firm that specializes in delivering high‑quality Client Accounting Services (CAS) to small businesses and nonprofits. We combine modern cloud‑based tools with practical, hands‑on support so our clients can make better decisions and spend more time on their mission. As part of our team, you’ll work in a collaborative environment that values continuous learning, clear processes, and proactive communication with clients.
About the Role
The Associate Staff Accountant will support our Client Accounting Services (CAS) team by handling day‑to‑day transactional work for multiple small business and nonprofit clients. This role is ideal for someone early in their accounting career who wants broad exposure to real‑world client books and modern cloud accounting systems.
Key ResponsibilitiesRecord and code daily transactions (bank, credit card, payroll, other journals) to the correct general ledger accounts and classes based on firm and client coding rules.
Assist with monthly account reconciliations, including bank, credit card, loan, intercompany, and balance sheet accounts.
Prepare and maintain supporting schedules for key balance sheet accounts (prepaids, fixed assets, accrued expenses, deferred revenue, etc.).
Support accounts payable processes: enter vendor bills, verify coding and approvals, maintain vendor records, schedule payments, and help monitor AP aging.
Support accounts receivable processes: create and send invoices, apply customer payments, assist with collections follow‑ups, and help monitor AR aging.
Assist with payroll workflows: gather and validate time or pay data, upload files or entries to payroll systems, post payroll journal entries, and reconcile payroll‑related accounts.
Maintain organized electronic workpapers and documentation for all reconciliations and entries in accordance with firm standards.
Help prepare standardized monthly financial reporting packages for review by senior staff (P&L, balance sheet, cash flow summaries, and selected analytics).
Research and resolve basic variances or data issues under the direction of a Staff Accountant or CAS Manager, documenting findings and resolutions.
Communicate professionally with internal team members (and occasionally clients) via email, chat, and video to clarify transaction details and open items.
Contribute to process improvements by following checklists, suggesting refinements, and documenting repeatable steps in firm SOPs.
QualificationsBachelor’s degree in Accounting, Finance, or related field (or in progress with relevant experience).
2-5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part‑time roles acceptable).
Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements.
Experience with cloud accounting software (e.g., QuickBooks Online, Xero, or similar) preferred.
Proficiency with Excel/Google Sheets, including basic formulas and data organization.
Skills and AttributesStrong attention to detail and accuracy when coding transactions and performing reconciliations.
Ability to manage multiple client deadlines and prioritize tasks in a fast‑paced environment.
Comfortable working with checklists, documented procedures, and standardized workflows.
Clear written and verbal communication skills.
Collaborative mindset and openness to feedback, coaching, and learning new systems.
High level of integrity and respect for client confidentiality.
Work Environment and GrowthCollaborative, tech‑forward firm focused on Client Accounting Services and fractional finance support.
Training and mentorship from Staff Accountants and CAS leadership, with opportunities to grow into a Staff Accountant role over time.
Exposure to multiple industries and clients, with increasing responsibility as skills and judgment develop.
Remote role - candidates must be based in Mexico.
Compensation dependent on experience ($1500 - $2500/month)
Apply To This Job
Bay Business Group is an employee‑focused accounting and advisory firm that specializes in delivering high‑quality Client Accounting Services (CAS) to small businesses and nonprofits. We combine modern cloud‑based tools with practical, hands‑on support so our clients can make better decisions and spend more time on their mission. As part of our team, you’ll work in a collaborative environment that values continuous learning, clear processes, and proactive communication with clients.
About the Role
The Associate Staff Accountant will support our Client Accounting Services (CAS) team by handling day‑to‑day transactional work for multiple small business and nonprofit clients. This role is ideal for someone early in their accounting career who wants broad exposure to real‑world client books and modern cloud accounting systems.
Key ResponsibilitiesRecord and code daily transactions (bank, credit card, payroll, other journals) to the correct general ledger accounts and classes based on firm and client coding rules.
Assist with monthly account reconciliations, including bank, credit card, loan, intercompany, and balance sheet accounts.
Prepare and maintain supporting schedules for key balance sheet accounts (prepaids, fixed assets, accrued expenses, deferred revenue, etc.).
Support accounts payable processes: enter vendor bills, verify coding and approvals, maintain vendor records, schedule payments, and help monitor AP aging.
Support accounts receivable processes: create and send invoices, apply customer payments, assist with collections follow‑ups, and help monitor AR aging.
Assist with payroll workflows: gather and validate time or pay data, upload files or entries to payroll systems, post payroll journal entries, and reconcile payroll‑related accounts.
Maintain organized electronic workpapers and documentation for all reconciliations and entries in accordance with firm standards.
Help prepare standardized monthly financial reporting packages for review by senior staff (P&L, balance sheet, cash flow summaries, and selected analytics).
Research and resolve basic variances or data issues under the direction of a Staff Accountant or CAS Manager, documenting findings and resolutions.
Communicate professionally with internal team members (and occasionally clients) via email, chat, and video to clarify transaction details and open items.
Contribute to process improvements by following checklists, suggesting refinements, and documenting repeatable steps in firm SOPs.
QualificationsBachelor’s degree in Accounting, Finance, or related field (or in progress with relevant experience).
2-5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part‑time roles acceptable).
Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements.
Experience with cloud accounting software (e.g., QuickBooks Online, Xero, or similar) preferred.
Proficiency with Excel/Google Sheets, including basic formulas and data organization.
Skills and AttributesStrong attention to detail and accuracy when coding transactions and performing reconciliations.
Ability to manage multiple client deadlines and prioritize tasks in a fast‑paced environment.
Comfortable working with checklists, documented procedures, and standardized workflows.
Clear written and verbal communication skills.
Collaborative mindset and openness to feedback, coaching, and learning new systems.
High level of integrity and respect for client confidentiality.
Work Environment and GrowthCollaborative, tech‑forward firm focused on Client Accounting Services and fractional finance support.
Training and mentorship from Staff Accountants and CAS leadership, with opportunities to grow into a Staff Accountant role over time.
Exposure to multiple industries and clients, with increasing responsibility as skills and judgment develop.
Remote role - candidates must be based in Mexico.
Compensation dependent on experience ($1500 - $2500/month)
Apply To This Job