Bookkeeping Specialist

Summary

Aplos provides nonprofit and church management software for financial operations, fundraising, donor engagement, and related activities. The Bookkeeping Specialist manages full-cycle bookkeeping for multiple medium-sized customers, uses AI-enabled tools to improve accuracy and efficiency, and builds strong customer relationships while supporting financial controls and process improvements.

Responsibilities

• Manage full cycle of bookkeeping services for multiple Medium customers concurrently, including data entry, reconciliations, payroll, donations and periodic accounting clean-up as necessary
• Use AI-native tools to streamline workflows and deliver faster, more accurate results for Aplos bookkeeping clients
• Maintain an average of 70% of your working time spent on billable client work
• Understand organizational needs and provide valuable feedback, proposing solutions to enhance information clarity
• Maintain a high customer net promoter score (9 or 10) by building positive relationships with the customer, communicating proactively, and providing quality and satisfactory services
• Adhere to established processes to ensure robust financial controls are in place
• Identify areas for process improvement, actively participating in collaborative knowledge-sharing with teammates

Skills

• * 3–5+ years owning full-charge bookkeeping end-to-end with minimal oversight
• * A degree in accounting, finance, or business
• * Strong fundamentals in accounting and nonprofit bookkeeping; applies judgment to keep books clean, compliant, and decision-ready
• * Strong Excel skills; uses templates, automation, and AI support to move faster without sacrificing accuracy
• * Builds trust with customers through proactive updates, clear expectations, and consistent follow-through
• * Clear, direct communicator who flags risks early and keeps everyone aligned
• * Outcome-focused and deadline-driven; prioritizes the work that moves the customer forward
• * Collaborative teammate who shares learnings, templates, and best practices to raise the bar for the whole team
• * High quality bar and attention to detail; catches issues early and prevents repeat errors
• * Comfortable using AI tools to accelerate research, reconciliation, and documentation while maintaining accuracy and confidentiality
• * Proactively identifies patterns (errors, missing info, process gaps) and proposes simple fixes that prevent repeat work
• * Operates with high autonomy; clarifies ambiguity, removes blockers, and drives work to completion
• * Deep experience in Aplos (preferred) or similar systems; learns new workflows fast and uses tooling to work smarter

Qualifications

Must Haves

• * 3–5+ years owning full-charge bookkeeping end-to-end with minimal oversight
• * A degree in accounting, finance, or business
• * Strong fundamentals in accounting and nonprofit bookkeeping; applies judgment to keep books clean, compliant, and decision-ready
• * Strong Excel skills; uses templates, automation, and AI support to move faster without sacrificing accuracy
• * Builds trust with customers through proactive updates, clear expectations, and consistent follow-through
• * Clear, direct communicator who flags risks early and keeps everyone aligned
• * Outcome-focused and deadline-driven; prioritizes the work that moves the customer forward
• * Collaborative teammate who shares learnings, templates, and best practices to raise the bar for the whole team
• * High quality bar and attention to detail; catches issues early and prevents repeat errors
• * Comfortable using AI tools to accelerate research, reconciliation, and documentation while maintaining accuracy and confidentiality
• * Proactively identifies patterns (errors, missing info, process gaps) and proposes simple fixes that prevent repeat work
• * Operates with high autonomy; clarifies ambiguity, removes blockers, and drives work to completion

Nice to Haves

• * Deep experience in Aplos (preferred) or similar systems; learns new workflows fast and uses tooling to work smarter

Benefits

• Canada: Everyone gets 4 weeks paid leave plus 11 days of public holidays, as well as an ‘end of year shutdown’ which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.
• US: US employees are eligible for open or paid discretionary time off (take time when you need it), plus 11 days of public holidays, as well as an ‘end of year shutdown’ which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.
• We’re a remote-first company - live and work wherever you’re happiest.
• We’ll support you when you want to learn new skills or pay for conference or course tickets.
• Canada & US: We offer robust medical, dental, vision, disability and life insurance coverages and have a 4% match on Retirement.