CAS Bookkeeper / Client Advisory Services Associate Detweiler Hershey & Associates At Detweiler Hershey & Associates (DHA), we are more than accountants, we are trusted advisors, problem-solvers, and committed partners in our community. We take pride in building meaningful relationships, providing personalized guidance, and enriching every interaction we have with clients and one another. About DHA Detweiler Hershey & Associates goes beyond traditional accounting services. We help clients unlock financial clarity, strengthen their businesses, and achieve sustainable growth. Our team works collaboratively to deliver results that matter, always grounded in integrity, respect, and a desire to serve. What You'll Do Client Accounting Services

• Perform monthly bookkeeping for multiple business clients
• Code and classify transactions in QuickBooks Online and/or QuickBooks Desktop
• Reconcile bank, credit card, and related balance sheet accounts
• Review books for missing information, unusual transactions, duplicate activity, and inconsistencies
• Maintain monthly bookkeeping checklists and workpapers
• Assist with month-end close procedures
• Post payroll entries and support bookkeeping cleanup projects Client Engagement
• Request missing information and documentation from clients
• Communicate professionally with clients regarding bookkeeping needs and deadlines
• Help clients maintain organized and accurate financial records throughout the year Workflow & Team Contribution
• Track recurring tasks, client requests, and deadlines using workflow tools
• Collaborate with CAS leadership and senior team members
• Escalate complex accounting or client service issues when appropriate
• Support the continued growth of the firm's CAS and RAMP Advisory Services practice Team Members Who Thrive at DHA…
• Take pride in clean, accurate, and organized financial records
• Enjoy recurring bookkeeping and accounting work
• Communicate clearly and professionally with clients and teammates
• Follow processes, workflows, and checklists effectively
• Are detail-oriented and proactive in identifying issues
• Adapt well to technology and new tools
• Value being part of a close-knit, team-oriented culture
• Demonstrate curiosity, initiative, and a growth mindset
• Balance independent work with strong collaboration skills Qualifications
• Prior bookkeeping or accounting experience
• Experience with QuickBooks Online
• Strong understanding of transaction coding, reconciliations, and basic accounting principles
• Ability to manage recurring monthly deadlines across multiple clients
• Strong attention to detail and organizational skills
• Comfort communicating with clients and team members
• Strong written and verbal communication skills
• QuickBooks Desktop, CPA firm experience, and outsourced accounting experience preferred About DHA Why You'll Love Working at DHA
• Opportunity to join a growing Client Advisory Services practice
• Competitive compensation based on experience and schedule
• Flexible full-time or part-time opportunities
• Collaborative, team-oriented culture
• Professional development and growth opportunities
• Meaningful client relationships and year-round impact
• Opportunity to be part of the firm's innovative RAMP Advisory Services model

Compensation:

Based on experience, schedule, and skill set

Benefits:

401(k) 401(k) matching Health insurance Life insurance Paid time off Paid training Professional development assistance Vision insurance Ability to

Commute:

Souderton, PA 18964 (Required)

Work Location:

In person