About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Bookkeeping Division Specialist

Location: Northern Colorado (20-30 minutes from Fort Collins)

A New CPA Network Firm Has Joined the Crete Professionals Alliance Family

Crete Professionals Alliance continues to expand its national footprint through strategic partnerships with high-performing accounting and advisory firms that are redefining the client and employee experience within public accounting.

One of the newest firms to join the Crete family is a nationally recognized accounting and advisory firm focused exclusively on serving veterinary hospitals across the United States. With hundreds of veterinary practice clients nationwide and a rapidly growing team of professionals, the firm has built a reputation centered around deep client relationships, operational excellence, and a modern approach to outsourced accounting and advisory services.

The firm’s philosophy is simple: exceptional professionals produce their best work when they are trusted, empowered, and focused on meaningful impact — not micromanagement.

This is an exciting opportunity for a bookkeeping professional seeking the ability to build strong client relationships, contribute to a collaborative and fast-growing team, and work within a niche industry that supports veterinary professionals and the care they provide to animals every day.

Position Overview

The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication.

This role is ideal for someone who thrives in a fast-paced environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.

Key Responsibilities

Client Relationship Management

Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
Build and maintain strong client relationships through professionalism, organization, and consultative support.
Participate in quarterly client conversations focused on operational and financial discussions.

Bookkeeping & Financial Reporting

Manage at minimum 10 full-service bookkeeping client relationships.
Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
Prepare and finalize monthly financial reporting packages and supporting documentation.
Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.

Client Onboarding & Implementation

Assist with onboarding new clients, including:
- QuickBooks Online setup
- Chart of accounts implementation
- Account linking and integrations
- Initial bookkeeping cleanup and reconciliations
Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.

Workflow & Process Management

Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
Maintain organized documentation, reporting templates, and financial records.
Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.

Team Collaboration & Communication

Attend team meetings, training sessions, and monthly webinars.
Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
Escalate workflow concerns or capacity challenges proactively to leadership.

Qualifications

2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
Strong proficiency in QuickBooks Online required
Experience with financial reporting, reconciliations, and month-end close processes
Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously
Excellent written and verbal communication skills
Ability to work in a high-accountability environment
Strong attention to detail and commitment to accuracy
Experience with workflow systems such as XCM or similar platforms is a plus
Client-service-oriented mindset with strong professionalism and responsiveness

What Makes Someone Successful Here

The professionals who thrive in this environment are:

Relationship-driven
Organized and detail-oriented
Proactive communicators
Adaptable and solutions-focused
Team-oriented collaborators
Client-focused professionals
Self-motivated and accountable

This is not a highly bureaucratic or micromanaged environment. Team members are trusted to manage responsibilities, communicate proactively, and make a meaningful impact on both clients and the organization.

Compensation & Benefits

A competitive compensation and benefits package is offered to support both professional success and personal well-being.

Benefits Include:

401(k) with company match
Medical, Dental, and Vision insurance
Paid time off and company holidays
Flexible scheduling
Continuing education and professional development support
Paid training opportunities
Opportunities for advancement and career growth

Join a Firm That’s Building Something Different

This firm is intentionally building a modern accounting and advisory organization where talented professionals can do meaningful, high-impact work without sacrificing flexibility, culture, or quality of life.

For professionals excited by the opportunity to support a unique and growing niche industry while building lasting client relationships within a collaborative team, this is an opportunity worth exploring.

Job Type: Full-Time
Work Location: Northern Colorado (20 - 30 minutes from Fort Collins)
Schedule: Monday – Friday

About Crete Professionals Alliance

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 30+ regional offices, 2,000+ dedicated professionals, and offshore operations in Asia, we're one of the fastest-growing accounting firms in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.

Since founding, Crete has partnered with 45+ leading accounting firms to date, with significant growth anticipated through the remainder of the year. Our co-founders from ZBS Partners have a track record of launching four past successful companies, with combined enterprise value exceeding $3 billion, several now majority-owned by respected private equity firms. We plan to invest $500 million in the next two years to acquire accounting firms and equip them with artificial intelligence. In addition to ZBS, Crete is backed by leading technology investors Thrive Capital and Bessemer Venture Partners. Our partnership with Thrive and their recently launched Thrive Holdings strategy is accelerating our deployment of artificial intelligence, process automation, and advanced software into our partner companies.

Crete Professionals Alliance is an equal opportunity employer and considers all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

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Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Bookkeeping Division Specialist -- Northern Colorado