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AdminBooks, Inc is a fast-growing, paperless accounting firm in Morgan Hill, CA that serves businesses and individuals mostly in CA, but we do have clients in many other states. We assist business owners with monthly bookkeeping, payroll, and sales tax reporting.  We also train clients on how to use QuickBooks - did we mention we LOVE QB??  Our busy tax department processes returns for individuals, corporations, S-corps, partnerships, non-profits and trusts.


Join our amazing team to provide our clients with PEACE OF MIND!


Immediate job opening for bookkeeper. PLEASE READ ENTIRE JOB POSTING AND ALL DETAILS.  If you do not follow instructions completely, you will not be contacted for an interview!


Check out our website at: www.adminbooks.com or our Facebook business page: www.facebook.com/adminbooks. (Highly recommend that you stalk us to make sure you want to hang out with us!)


JOB OPENING - BOOKKEEPER = QuickBooks Online Only!


Are you looking to ignite your passion to help people?  Do you love to take chaos and create order?  Does it bug you when something is misspelled or the spacing is off?  Does learning new things and growing with a company excite you?  Do you long to work hard, have a great attitude while having FUN?  (No, that is not an oxymoron when describing an accounting office!)  In so many ways, this is like no place you have ever worked!


Skills required:


Knowledge of Word, Excel & Outlook, communicates well verbally and written format, is process oriented, take initiative and offers solutions, replies to clients in 24 hours or less, humble, hungry, can easily pick up on social cues from others, focused on caring for people, must be super comfortable on the computer typing a minimum of 65 wpm, able to move quickly between programs and quickly learn new technologies, able to recognize priorities and meet deadlines, capable of multi-tasking many small tasks, good with people, vigilant about the details, and desires to be a part of something larger than themselves.


The right person will:




  • Can set up a QuickBooks Online file: bank accounts, set up online access for downloads, chart of accounts
  • Understands vendor and customer lists, naming order, clean lists
  • Knows how to match and accept transactions in QBO
  • Can reconcile bank and credit card accounts quickly and efficently
  • Can split transactions in checks and deposits
  • Understands simple journal entries for opening balance equity
  • Easily spot errors in Profit and Loss statement and correct them
  • Takes security seriously to protect all parties
  • Create basic financial statements and can upload to client portal
  • Communicates well verbally and in written format with clients and manager




  • Knows how to enter bills, pay bills, create invoices, receive payments and sales receipts
  • Able to fix broken links in QBO
  • Understands credits and debits
  • Can export vendor, customer and chart of account lists from QBDT to QBO
  • Maintains chart of accounts in logical, clean manner, paying attention to P & L accounts verses Balance Sheet accounts
  • Able to post JE’s for interest and depreciation
  • Has general knowledge of how some categories/expenses are taxed differently in order to post to the correct account
  • Knows how to post transactions with sales tax, pay sales tax in QBO
  • Feels comfortable using GoToMeeting screen sharing technology to meet with clients
  • Can set up and maintain classes in QBO
  • Setup vendors for 1099 processing
  • Understand how transactions are linked to financial statements
  • Has a basic knowledge of business entities and posts transactions appropriately




  • Able to import transactions to QBO ie csv files
  • Knows how to migrate a desktop file to QBO
  • Can untangle A/R messes
  • Process sales tax returns
  • Understands the meaning of bad debt
  • Comprehens payroll issues such as 401k, medical, vacation, sick time, workers compensation and garnishments
  • Reconcile gross payroll and payroll taxes from the payroll reports
  • Has an understanding of budgeting and forecasting to help with cash flow issues
  • Can take a corporate tax return balance sheet and adjust the balance sheet in QBO to match
  • Has strong understanding of business entities
  • Knowledge with regards to inventory
  • Can problem solve, offer ideas and recommendations to clients
  • Can process 571-L Property Tax Returns
  • Understands and maintains job costing
  • Proficient in 3rd party applications such as eBillity, Expensify, Bill.com, Hubdoc or T-sheets



We use a bunch of technology: Microsoft Outlook, excel, word, Smart Vault, Asana, eBillity, ShareFile, QuickBooks Online, Google Docs, GoToMeeting, Remote Desktop, and more!


Interview process: We take our time in the interview process to not only make sure we communicate the job expectations but also to make sure the candidate is a right fit for our office culture.


Applying for the job: Don't apply for the job if you are full of drama, can’t show up on time or wake up in the morning like Eeyore.  If you are a perfectionist at heart and find fulfillment to reassure people that might have fear, anxiety or frustration around money/taxes, then you might want to apply for the opportunity to join our team!  This job is perfect for the candidate that wants a CAREER IN THE ACCOUNTING FIELD...the opportunity to do bookkeeping or tax preparation.  NOTE:  Please follow directions below if you want to be called for an interview!


Don't email your resume without answering the 5 questions below in a cover letter - you will not be called for an interview...it's a test to see if you can follow directions!


ONLY if you meet the above requirements, please apply:


1.Email your resume to info@adminbooks.com


2.Email a cover letter that will include:


(a) Desired compensation


(b) Available start date


(c) Why the job is particularly of interest to you


(d) Why you would be the best candidate for the job


(e) Let us know if you caught any typos or grammar errors in this ad



NOTE: We will only schedule interviews with those candidates who answer ALL 5 of the above questions on their cover letter.  If you put, "I AM A ROCKSTAR" in the subject line of your email, you will get bonus points for following directions!


No phone calls please.


Hourly compensation based upon proficiency skills.


All final candidates will require typing test, personality test, grammar test and a background check before employment.

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