A Bookkeeper is responsible for recording and maintaining a company’s daily financial transactions. This includes managing accounts, processing payments, reconciling bank statements, and ensuring financial records are accurate and up to date.
⸻
Key Responsibilities:
• Record daily financial transactions (sales, purchases, receipts, and payments)
• Maintain and update general ledger accounts
• Reconcile bank and credit card statements regularly
• Process invoices, payments, and expense reports
• Manage accounts payable and accounts receivable
• Prepare financial reports (profit & loss, balance sheets, cash flow)
• Monitor budgets and track company expenses
• Ensure compliance with financial regulations and company policies
• Assist with payroll processing
• Prepare records for audits and tax filing
• Maintain organized and accurate financial records
⸻
Required Skills & Qualifications:
• Proven experience as a bookkeeper or in a similar accounting role
• Strong understanding of basic accounting principles
• Proficiency in accounting software such as QuickBooks, Xero, or Sage
• Good knowledge of Microsoft Excel
• High attention to detail and accuracy
• Strong organizational and time-management skills
• Ability to handle confidential information responsibly
• Good communication skills
⸻
Education & Experience:
• Diploma or degree in Accounting, Finance, or a related field
• Professional certifications (e.g., bookkeeping or accounting certifications) are an advantage
• 1–3+ years of relevant experience (depending on role level)
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
