Bookkeeper Client Operations

Job Summary:

Peregrine Professional Services is an AI-native accounting and financial operations company building the next generation of accounting firms.

We are seeking a Bookkeeper & Client Operations Associate to support bookkeeping, financial operations, reporting workflows, and client delivery across a portfolio of growing businesses.

This role combines bookkeeping, operational organization, client communication, and financial workflow management in a fast-moving startup environment. You will work closely with founders, operators, and the internal team while helping maintain accurate and reliable financial operations for clients.

The ideal candidate is organized, detail-oriented, proactive, comfortable with modern accounting tools, and interested in how technology and automation are transforming accounting operations.

Job Responsibilities:

Maintain bookkeeping records and financial transaction categorization

Assist with month-end close processes and financial reporting preparation

Perform reconciliations across bank accounts, credit cards, and operational systems

Support accrual accounting workflows including deferred revenue and prepaid expenses

Assist with payroll coordination and expense management workflows

Maintain organized financial documentation and operational records

Support client onboarding and ongoing operational requests

Participate in client calls and communicate professionally with business owners

Work with accounting, payroll, and operational software systems

Collaborate internally to improve workflows and operational processes

Required Skills:

Required:

Understanding of bookkeeping fundamentals and accounting principles

Familiarity with accrual accounting concepts

Familiarity with month-end close workflows

Strong organizational and time management skills

High attention to detail and accuracy

Strong written and verbal communication skills

Comfortable working with spreadsheets and financial systems

Ability to learn new systems and software quickly

Comfortable working independently in a startup environment

Preferred:

Familiarity with CAD and USD client environments

Experience with QuickBooks Online

Familiarity with expense management tools such as Ramp, Bill.com, Plooto, Float, or similar platforms

Familiarity with payroll software providers

Experience using Slack, WhatsApp, Google Drive, and collaborative operational tools

Interest in operational systems, workflow automation, and AI-enabled accounting operations

Transportation and Housing:

This is a remote position. Candidates must have reliable internet access and the ability to work with EST time zone overlap. No housing or relocation support is provided.

Additional Information:

Peregrine operates differently from traditional accounting firms. We are building an automation-first, AI-native accounting and financial operations company designed to operate more like a technology company than a traditional service business. Team members are encouraged to think proactively, improve systems, and contribute beyond narrowly defined responsibilities. This role offers exposure to:

startup operations

client communication

bookkeeping and financial operations

operational workflows

automation-first accounting systems

modern accounting technology stacks

Compensation and Benefits Information:

Remote flexibility

Direct exposure to founders and operational decision-making

High ownership and learning opportunities in an early-stage environment

Career Development and Training:

Exposure to real-world startup financial operations

Experience working with modern accounting and operational software stacks

Mentorship on bookkeeping, operational workflows, and client communication

Opportunity to develop operational, organizational, and systems-thinking skills

Exposure to automation workflows and AI-native accounting operations