Join our Team!

Join a purpose-driven career and earn a competitive salary while enjoying a balanced work life. Make a positive impact on the local small business community with your financial expertise as an accountant at the area’s top boutique accounting firm, known for its energetic culture. This is a unique opportunity to utilize your skills and grow both professionally and personally.

 

About Universal Bookkeeper, Inc.

At Universal Bookkeeper, we are passionate about providing dedicated support to small businesses and non-profit organizations to reach their financial goals.  Our expert team provides personalized, cloud-based accounting solutions tailored to meet their unique needs, including remote accounting and bookkeeping, and our signature Virtual CFO service.  We are committed to empowering our team members to find fulfillment in their careers, while also fostering the growth of our local community.

Our commitment to excellence has earned us the NYSBDC Growth Business of the Year award in 2020, Utica Chamber’s Small Business Catalyst Award in 2021, and nominated for Mohawk Valley Best of the Best Local Accountant in 2023. As the leading small business cloud-based accounting firm in Central New York, we’re constantly innovating and growing. If you’re ready to join a dynamic and driven team, apply today and be a part of our exciting journey!

Open Positions

Healthcare/Non-Profit Controller

Join the Universal Bookkeeper, Inc. team as a Full-Time Remote Healthcare/Non-Profit Controller. We’re in search of a mission-driven, tech-savvy, and innovative Controller eager to make a significant impact on our Hospice and Non-Profit clientele. With the aid of cutting-edge applications and programs, you’ll offer unparalleled guidance and support to our senior leaders and non-profit board members.

Our organization specializes in providing New York State Non-Profit Hospice organizations with outsourced Controller services. The successful candidate will serve in a virtual capacity, overseeing the financial management and reporting for 5-10 Hospices and/or other Non-Profit Organizations. While the primary role is that of a Controller, the candidate will also provide strategic financial guidance to senior leaders and non-profit board members.

If you’re passionate about optimizing financial operations and driving the mission of hospices and non-profits forward, we invite you to become a key player in our dedicated team. Let’s make a difference together.

 

 Responsibilities:

  • Oversee financial reporting, cash flow, and month-end close activities, ensuring adherence to accounting principles and regulations.
  • Manage the organization’s budget, monitor its financial performance, and provide financial analysis to aid strategic decision-making.
  • Lead the accounting team in delivering timely results for each client organization, ensuring compliance with sales tax, 1099 filings, and other financial regulations.
  • Conduct regular meetings with CEOs and senior management, presenting monthly financial results to Finance and Board Committees.
  • Perform business analysis to identify growth opportunities and areas of improvement.
  • Review and approve payroll and accounts payable transactions; coordinate with audit teams on annual deliverables.
  • Ensure timely and accurate completion of all financial documents, including cost reports and tax filings.
  • Deliver exceptional customer service, fostering strong relationships with clients, team members, and stakeholders.
  • Support staff and intern development through training and mentorship while actively participating in community-focused team-building initiatives.

 

Required Qualifications:

  • Bachelor’s Degree in Accounting or Finance; Master’s Degree preferred.
  • Certified Public Accountant designation.
  • 7+ years of accounting experience, with a preference for backgrounds in Non-Profit accounting or related Health Care industries.
  • Strong written and verbal communication skills suitable for a professional environment.
  • Exceptional accuracy and attention to detail, along with a history of reliability, confidentiality, and conscientious work habits.
  • Proficient time management skills, with the capacity to multitask and prioritize effectively.
  • Demonstrated ability to foster client relationships and deliver superior customer service.
  • Experience with QuickBooks Online, Brightree/Matrix Electronic Medical Record System, and web-based payroll platforms like Gusto and Paylocity.
  • Proven expertise in implementing efficient workflows, procedures, or software.

Preferred Qualifications:

  • QuickBooks Online certification
  • Experience with Multi-View Hospice Benchmarking systems (MVI)

 

Compensation & Benefits:

  • Competitive Salary: Range ($85,000-$130,000) Determined based on experience.
  • Comprehensive Benefits Package: Includes a 401K retirement plan, health insurance, and bonus pay.
  • Leave Entitlements: Paid Time Off, 8 paid holidays, and bereavement leave.
  • Work Flexibility: Options for flexible work schedules and remote opportunities.
  • Professional Development: Paid advancement training opportunities within accounting.
  • CPE Support: Reimbursement provided for Continuing Professional Education.
  • Learning Initiatives: Regular “Lunch & Learn” sessions with the team.
  • Positive Workplace Culture: A nurturing environment that emphasizes employee well-being, productivity, and growth.

 

At Universal Bookkeeper, our commitment goes beyond traditional accounting. We are deeply invested in empowering small businesses, hospices, and non-profit organizations, recognizing their collective and critical roles in our communities. Small businesses are the heartbeat of our economy, complemented by the noble services of hospices and the community-building endeavors of non-profits.

Through our specialized, cloud-based accounting services tailored for these entities, we provide the financial scaffolding that enables them to focus on their core missions. From remote accounting and bookkeeping to strategic financial insights, we’re here to ensure their fiscal health, stability, and growth.

Our commitment to excellence has not gone unnoticed. We are proud recipients of the NYSBDC Growth Business of the Year award in 2020 and the Utica Chamber’s Small Business Catalyst Award in 2021. Furthermore, our dedication to the community has earned us a nomination for Mohawk Valley’s Best of the Best Local Accountant in 2023. We invite you to join Central New York’s leading cloud-based accounting firm, devoted to the prosperity and success of small businesses, hospices, and non-profits. Apply today, and be part of a team that stands out and truly makes a difference.

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

To apply for this position, please submit your resume along with a cover letter highlighting your relevant experience and qualifications.

Senior Accountant

Come join us at Universal Bookkeeper, Inc. as a Senior Accountant and unleash your passion for supporting small businesses. We are seeking an innovative and tech-savvy thinker who is ready to make a real impact in local communities. By utilizing cutting-edge apps and programs, you’ll provide top-notch accounting and tax support to multiple small businesses. Escape the burnout of tax season and take your career to new heights with our supportive and driven team culture. Apply now and let’s make a difference together!

Responsibilities:

  • Provide accounting services for a variety of complex business clients
  • Following month-end close procedures, including account reconciliations and variance analysis
  • Preparing monthly financial report packages for clients
  • Managing sales tax and 1099 filing requirements for clients
  • Provide an exceptional level of customer service to both clients and team members to enhance our relationships
  • Identifying and implementing new and innovative procedures to streamline accounting operations internally and externally for clients, promoting professional growth
  • Assisting in preparing and reviewing of personal tax returns during tax season
  • Assist with developing, training, and mentoring of staff and interns
  • Participating in team building initiatives that support our community

Required Qualifications:

  • Bachelor’s Degree in Accounting
  • A minimum of 3 years of accounting experience in public accounting firm with tax experience
  • Strong written and verbal communication skills that support a professional environment
  • High level of accuracy and attention to detail is a must, as well as a track record of reliability, confidentiality, and conscientious work habits
  • Excellent time management skills with the ability to multitask, prioritize, and meet deadlines
  • Demonstrated ability in building relationships with clients and providing superior customer service
  • Experience with automated accounting programs and systems is preferred.

Preferred Qualifications:

  • Pursuing CPA/EA certification or progression towards completing certification.
  • QuickBooks Online certification
  • Exceptional customer service skills
  • Strong organizational, problem-solving and analytical skills
  • Knowledge and experience in preparing personal tax returns

Compensation & Benefits:

  • Competitive Salary based upon experience
  • Bonus pay
  • Paid Time Off and 8 Paid holidays
  • Paid Bereavement Leave
  • Health insurance options
  • 401K Retirement plan
  • Paid opportunities for advancement training within the accounting and business fields
  • An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development
  • Full time position: Normal work week is 40 hours Monday – Friday (7:30AM-4:00PM) with Flexible Schedule and hybrid options available

We value our employees and strive to provide a comprehensive benefits package that supports their overall well-being and career development.

Staff Accountant

Elevate the small business community with Universal Bookkeeper, Inc., a progressive boutique accounting firm based in New Hartford, New York. We’re on the lookout for a Staff Accountant who embodies a passion for impactful change. If you’re an innovative thinker excited about leveraging the latest tech-savvy tools to revolutionize accounting processes, we want to connect with you. Join a team that values reliability, precision, and a supportive, driven culture as you embark on this fulfilling opportunity.

 

Core Duties & Responsibilities:

  • Perform daily, weekly, monthly, and annual accounting functions for a variety of clients
  • Conduct month-end close procedures, including account reconciliations and variance analysis
  • Prepare monthly financial report packages for clients
  • Manage sales tax and 1099 filing requirements for clients
  • Prepare personal tax returns during tax season
  • Perform additional accounting-related tasks as needed
  • Take part in community-supported team building activities.

Requirements & Qualifications:

  • A minimum of 1-3 years of private or public accounting experience is required
  • A minimum of a Bachelor’s Degree in Accounting or a related field
  • Thorough knowledge of accounting concepts, generally accepted accounting principles and financial systems
  • Must be detail oriented and possess excellent verbal and written communication
  • Exceptional time management abilities, proficient in multitasking, prioritization, and meeting deadlines.
  • Experience with QuickBooks Online

Benefits:

  • Competitive Salary based upon experience
  • Bonus pay
  • Paid Time Off and 8 Paid holidays
  • Paid Bereavement Leave
  • Health insurance options
  • 401K Retirement plan
  • Paid opportunities for advancement training within the accounting and business fields
  • An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development
  • Full time position: Normal work week is 40 hours Monday – Friday (7:30AM-4:00PM) with Flexible Schedule and hybrid options available
Universal Bookkeeper is offering a dynamic and rewarding Accounting Internship opportunity for the fall of 2024. This 12-week paid internship (September 9th – November 29th), with a commitment of 25 hours per week, will provide a unique chance to be a part of Central New York’s modern boutique accounting firm dedicated to making a real impact in the small business community.
 
We are seeking an enthusiastic and innovative accounting student who is eager to learn and adapt to tech-savvy apps and programs aimed at improving accounting processes. As an Accounting Intern at Universal Bookkeeper, you will gain hands-on experience in various aspects of bookkeeping and accounting, dealing with a diverse range of clients. This internship will present you with an exceptional opportunity to enhance your accounting knowledge and skills while working alongside our experienced team of professionals.
 
Key Responsibilities:
  1. Assisting in daily bookkeeping tasks, including data entry, transaction processing, and reconciliation of accounts.
  2. Learning and utilizing cutting-edge accounting software to streamline processes and enhance efficiency.
  3. Assisting with financial report preparation and analysis for clients.
  4. Participating in client meetings and actively contributing to discussions on financial matters.
  5. Supporting the preparation of tax documents and compliance activities.
  6. Engaging in general administrative tasks and office support as needed.
  7. Participate in team-building initiatives that support our community and foster a positive work environment
 
Join us for an exciting and immersive internship experience where you will receive mentorship and guidance from seasoned professionals in the accounting industry. At Universal Bookkeeper, we are committed to fostering your growth and providing you with a solid foundation for your accounting career.

Experience the Universal Bookkeeper Difference: Insights from Our Team Members:

 

“This job has been a springboard for growth, offering diverse experiences across accounting areas. Learning about different business aspects has been eye-opening and enriching. Universal Bookkeeper isn’t just work; it’s a supportive community that fosters personal & professional development.” – Susan

“Justin and Beth truly care about us, offering flexible schedules and investing in our personal & professional development. The UB team’s collaborative spirit is inspiring – always brainstorming together to enhance efficiency. This experience is fulfilling, with a great group of people that make each day enjoyable.” – Kaleigh

“Working at Universal Bookkeeper has been an incredibly enriching experience. The stress-free environment fostered by the firm not only empowers me to deliver my best work but also ensures our local small business clients receive top-notch services.” – Shannon