Join a respected, growing CPA and Business Management firm serving high-net-worth individuals, entrepreneurs, and closely held businesses. We are seeking an experienced, detail-oriented Full Charge Bookkeeper / Business Manager who thrives in a fast-paced, client-focused environment and enjoys managing multiple client relationships.

Business Management experience is required.


About Our Firm We are a boutique CPA and Business Management firm known for delivering personalized, high-level service to a select client base. Our clients benefit from the expertise and resources of a larger firm while receiving the attention and responsiveness of a dedicated team. Our services include Tax Planning & Preparation, IRS Representation, Payroll Services, Sales Tax Compliance, Estate & Trust Tax Preparation, Accounting & Bookkeeping, Financial Forecasting, Cash Flow Analysis, Business Consulting, Entity Selection, Succession Planning, Estate Planning, Management Advisory Services, and Comprehensive Business Management Services. If you are looking for a position where your expertise is valued, your client relationships matter, and your career can grow, we would like to hear from you.
SENIOR BOOKKEEPER & BUSINESS MANAGER – CPA FIRM Boutique CPA & Business Management Firm | Calabasas, CA

Responsibilities Include: • Manage full-cycle bookkeeping for a portfolio of 20+ clients • Process accounts payable, accounts receivable, and monitor client cash flow • Perform bank, credit card, and balance sheet reconciliations • Complete month-end and year-end close procedures • Prepare accurate financial statements, reports, and supporting schedules • Process payroll through multiple payroll platforms • Coordinate quarterly and annual filings, including sales tax, business licenses, and 1099 reporting • Communicate directly with clients regarding bill pay, financial matters, and day-to-day business operations – you are their point person • Maintain organized financial records and ensure accuracy and compliance • Collaborate with firm partners and team members to provide exceptional client service

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.