Office Coordinator / Bookkeeper

Job Description

Job Description

At The Bottom Line , we do things a little differently. We are a growing, local CPA-led accounting, taxation, and consulting firm based right here in Toledo, Ohio. We pride ourselves on providing premier financial services to small and mid-sized businesses, but what truly sets us apart is the culture we build inside our walls.

We are looking for an organized, energetic, and detail-oriented Office Coordinator / Bookkeeper to serve as the heartbeat of our office. This dual role bridges administrative excellence with fundamental accounting work, serving as the first point of contact for our valued clients and a vital support mechanism for our production team.

If you love keeping a busy office running like a well-oiled machine, have a knack for balancing ledgers, and want to work in an environment where your voice is heard, we want to talk to you.

Living Our Core Values

We don't just put our values in an employee handbook—we live them every single day. In this role, you will experience and champion them firsthand:

• Protect the Team: We look out for one another. You’ll play a critical role in streamlining administrative workflows so our accountants can focus, and they will always have your back in return.
• Learning Environment: You don't need to know everything on day one. We foster a culture of continuous learning, asking questions, and professionally growing together.
• Family Friendly: We understand that you have a life outside of work. We respect personal time and believe that a balanced life leads to a happier, more productive team.
• We Are as Good as Anybody: We deliver world-class, sophisticated financial solutions with the care and touch of a local firm. We take pride in our expertise and the quality of our output.
• Empowerment: You won’t be micromanaged here. We trust you to take ownership of your tasks, solve problems creatively, and improve office processes.
• Positivity: Accounting handles complex financial realities, but our office environment remains bright, encouraging, and solutions-oriented.

Key Responsibilities

Office Coordination & Client Relations (Approx. 70%)

• First Impressions: Greet clients warmly upon arrival, manage incoming phone calls, and respond to general email inquiries with a professional, helpful attitude.
• Administrative Support: Manage physical and electronic mail, coordinate office calendars, order supplies, and maintain a clean, organized reception and common area.
• Client Onboarding & Intake: Help assemble tax organizers, gather client financial source documents, scan and organize paperwork securely into our digital database, and schedule client pick-ups/deliveries.
• Workflow Tracking: Monitor internal project tracking systems to ensure client deliverables are moving smoothly through the pipeline and assembly phases.

Bookkeeping & Financial Services (Approx. 30%)

• Accounts & Reconciliation: Perform routine bookkeeping functions for the firm and a designated portfolio of small-to-midsize business clients. This includes recording daily transactions and reconciling bank/credit card statements.
• Ledger Maintenance: Keep the general ledger accurate, assist with journal entries, and ensure accounts payable and accounts receivable activities are handled timely.
• Payroll & Compliance Support: Assist with routine client payroll processing data entry and help gather details needed for monthly, quarterly, and annual compliance filings.
• Financial Reporting: Help assemble routine financial statement drafts, reports, and tax document packets under the direction of our CPAs.

Requirements & Qualifications

• Experience: Minimum of 2–3 years of professional experience in an administrative office role, with at least 1–2 years of dedicated, hands-on bookkeeping experience. (Prior experience working within a CPA firm or accounting environment is highly preferred).
• Education: High School Diploma or equivalent required; an Associate’s or Bachelor's degree in Business, Accounting, or a related field is a strong plus.
• Software Proficiency: Experience with small business accounting platforms (such as QuickBooks) and strong overall tech-savviness. Daily fluency in Microsoft Office (Excel, Word, Outlook) is required.
• Skills: Exceptional organizational skills, laser-focused attention to detail, strong verbal and written communication, and the ability to maintain absolute confidentiality regarding sensitive client financial data.
• Location: Ability to work full-time on-site at our Toledo, Ohio office.

Position Details & Compensation

• Job Type: Full-time, On-site
• Location: 5225 Secor Rd, Toledo, OH 43623
• Hours: Regular operational hours are Monday through Thursday, 9:00 AM – 5:00 PM, and Friday, 9:00 AM – 2:00 PM (Note: Seasonal flexibility/extended hours may be necessary during peak tax season deadlines).
• Compensation: Competitive hourly pay commensurate with your exact experience and qualifications.
• Benefits: Paid Time Off (PTO), retirement planning options, and immense opportunities for long-term professional growth and learning in the accounting field.

To Apply

If this sounds like a team you'd love to join, please submit your resume along with a brief cover letter explaining why you're a great fit for the Office Coordinator / Bookkeeper position at The Bottom Line. You can learn more about us by visiting our website at