CSR and Bookkeeper

Customer Service Representative (CSR) & Bookkeeper

Location: 100% Remote
Type: Full-Time (Monday–Friday)

About the Role

We are seeking a highly organized and reliable Remote Customer Service Representative & Bookkeeper to support our daily operations. This role is fully remote and combines customer-facing communication with accurate financial record-keeping.

You’ll be responsible for delivering an excellent customer experience while ensuring our financial data stays clean, organized, and up to date. This is a long-term position for someone who thrives in a structured remote environment and takes ownership of their work.

Key Responsibilities:

Customer Service:

- Handle inbound calls, emails, and text messages from customers

- Schedule, confirm, and update appointments accurately

- Respond to billing questions and payment-related inquiries

- Maintain detailed and accurate customer records in the CRM

- Communicate clearly with internal teams via Slack, CRM, or email

- Resolve customer issues professionally and efficiently

Bookkeeping:

- Record and categorize daily financial transactions (A/R & A/P)

- Reconcile bank and credit card statements

- Generate invoices and track incoming payments

- Follow up on overdue accounts when required

- Maintain organized digital financial records

- Assist with payroll prep and expense tracking

- Prepare basic financial summaries and reports for management

Required Qualifications:

- Prior experience in both customer service and bookkeeping

- Strong attention to detail and accuracy with numbers

- Proficiency with accounting software (QuickBooks, Xero, or similar)

- Comfortable using Google Workspace (Docs, Sheets, Gmail)

- Clear written and verbal communication skills

- Reliable internet connection and quiet remote workspace


What Success Looks Like:

- Customers receive timely, professional responses

- Jobs are booked and updated accurately

- Financial records are clean, reconciled, and up to date

- Invoices and payments are tracked without gaps

- Minimal supervision needed after onboarding

What We Offer

Competitive pay based on experience

100% remote work environment

Stable, long-term opportunity

Clear systems, SOPs, and support

Opportunity for growth into operations or finance leadership

How to Apply

Please submit your resume and a short message describing your experience with remote customer service and bookkeeping.