Payment Processor

M2W-inc – Fully Remote (U.S.-Based Team)

Are you an experienced Payment Processor who enjoys solving complex accounting problems, cleaning up messy books, and helping entrepreneurs build stronger businesses? Do you thrive in a fast-paced, technology-driven environment where every client presents a unique challenge?

Pretty Books is looking for a highly technical Senior Staff Accountant to join our growing remote team. This is a senior-level position for someone who can immediately take ownership of client relationships, solve difficult accounting issues, mentor other accountants, and continuously improve the way accounting is delivered.

This is not a traditional bookkeeping role. We specialize in solving the accounting challenges that many firms avoid—from multi-year cleanup projects and complex reconciliations to system implementations, revenue analysis, and process improvements.

About Pretty Books

Pretty Books is a modern, cloud-based accounting firm serving growing small businesses across the United States. We provide outsourced accounting, controller, and advisory services for entrepreneurs who depend on accurate financial information to make better business decisions. Our clients don't hire us simply to close their books—they hire us to solve problems, improve systems, and become trusted financial partners.

This Role is 60 / 40

Client Accounting & Advisory (60%)

You'll manage approximately 12–15 client relationships while serving as their primary accounting advisor.

Responsibilities include:

• Full-cycle accounting and month-end close
• General ledger management
• Journal entries
• Financial statement preparation
• Balance sheet reconciliations
• Revenue recognition and revenue reconciliation
• Sales tax research and reconciliation
• Cash flow reporting
• Budgeting and forecasting
• Financial modeling
• Cleanup of historical accounting records
• Present financial information to business owners in a clear and practical manner
• Build custom workpapers, reconciliation schedules, and reporting tools

Leadership & Quality Control (40%)

You'll also help strengthen our accounting practice by supporting the technical development of our team.

Responsibilities include:

• Review and approve month-end close work prepared by staff accountants
• Perform quality control reviews of financial statements
• Mentor and train junior accountants
• Develop internal accounting procedures and best practices
• Improve technical documentation and workpapers
• Support software implementations and process improvements
• Help improve efficiency through automation and technology

This Position Requires You to Hit the Ground Running

This is a senior position with minimal onboarding. We are looking for someone who can independently solve accounting problems and confidently own client relationships from day one.

You should already be comfortable performing:

• Multi-year QuickBooks Online cleanup projects
• Complete month-end and year-end close
• Complex balance sheet reconciliations
• Revenue reconciliation
• Sales tax research and compliance
• General ledger cleanup
• Deferred revenue schedules
• Payroll liability reconciliations
• Fixed asset accounting
• Depreciation and amortization schedules
• High-volume transaction reconciliation
• Financial reporting
• Budget creation
• Forecast development
• Financial analysis
• GAAP research and implementation

We Are a Tech-Forward Accounting Firm

Technology is at the center of everything we do. We're looking for a Senior Staff Accountant who enjoys learning new software, solving technology problems, and using modern tools to work more efficiently.

You should be comfortable:

• Working in a fully remote, paperless environment
• Leading client meetings over Zoom or Google Meet
• Using AI tools such as ChatGPT, Claud, or similar platforms to improve productivity, research accounting topics, summarize findings, and streamline workflows
• Learning new accounting software quickly with minimal guidance
• Troubleshooting accounting software and technology issues
• Investigating data flow problems between multiple systems
• Understanding how accounting data moves between POS systems, ecommerce platforms, payment processors, payroll providers, and QuickBooks Online
• Researching mapping errors and identifying the source of financial discrepancies
• Importing, exporting, validating, and reconciling large datasets
• Continuously exploring automation opportunities that improve efficiency and accuracy

Technology & Software Experience

Our clients use a wide variety of cloud-based software. You don't need experience with every platform, but you should be excited to learn new technology.

Accounting Software

• QuickBooks Online
• QuickBooks Desktop
• Xero
• Bill.com
• Ramp
• Gusto

Commerce & POS Platforms

• Shopify
• Amazon Seller Central
• Toast
• Square
• Stripe
• PayPal

Collaboration Tools

• Google Workspace
• Microsoft Office
• Slack
• Zoom
• Google Meet

Excel Expertise is Required

Excel should be one of your strongest technical skills. You should be highly proficient with:

• Pivot Tables
• INDEX/MATCH
• SUMIFS
• Data validation
• Conditional formatting
• Financial modeling
• Reconciliation workbooks
• Large dataset analysis
• Error detection and data cleanup

You should also be comfortable working interchangeably between Microsoft Excel and Google Sheets.

Minimum Qualifications

Required

• 10+ years of progressive accounting experience
• Strong understanding of GAAP
• Extensive QuickBooks Online experience
• Experience managing multiple client relationships
• Experience leading complete month-end close processes
• Advanced balance sheet reconciliation skills
• Advanced Microsoft Excel and Google Sheets proficiency
• Strong written and verbal communication skills
• Experience working in a fully remote environment
• Comfortable leading virtual client meetings
• Comfortable learning new software and troubleshooting technology independently

Preferred

• Bachelor's degree in Accounting or Finance
• CPA or CPA candidate
• Public accounting or Client Accounting Services (CAS) experience
• Controller or outsourced accounting experience
• Experience implementing accounting software and improving business processes

Who Will Thrive Here

Our best accountants are:

• Highly technical and detail-oriented
• Curious and always learning
• Comfortable with change and new technology
• Independent problem-solvers
• Patient teachers and mentors
• Strong communicators who enjoy working with entrepreneurs
• Passionate about building better accounting systems
• Excited by AI, automation, and process improvement
• Able to translate complex accounting concepts into practical business advice

If you enjoy repetitive bookkeeping with little change, this role probably isn't the right fit. If you enjoy solving difficult accounting problems, improving systems, learning new technology, and making a meaningful impact on growing businesses, you'll fit right in.

Compensation & Benefits

Competitive salary starting at $90,000+, based on experience

• 401(k)
• 401(k) employer match (up to 2%)
• Health, Dental, and Vision Insurance
• Life Insurance
• Paid Time Off
• Paid Sick Leave
• Paid Parental Leave
• Tuition Reimbursement
• Professional Development Assistance
• Flexible Schedule
• Fully Remote U.S.-based team

Ready to Apply?

If you're an experienced Senior Staff Accountant who enjoys solving complex accounting challenges, leveraging technology to improve efficiency, mentoring other accountants, and becoming a trusted advisor to business owners, we'd love to hear from you. Join Pretty Books and help us build better businesses through better accounting.