Bookkeeper | Tax and Business Services | Baraboo Office

Position Mission

Under the direction of the In-Charge Accountant, the Bookkeeper will assist in providing outstanding accounting services to Wegner CPAs clients resulting in a high level of client satisfaction.

Primary Duties and Responsibilities

  • Assist in providing the following accounting services for multiple clients simultaneously within a time budget utilizing multiple accounting software:
    • Enter bills
    • Prepare payments
    • Record manual transactions including checks written and deposits made
    • Electronically import and export client data
    • Prepare sales tax returns
    • Reconcile cash and prepare bank reconciliations
    • Reconcile subsidiary ledgers to general ledger
    • Make adjusting journal entries
    • Assist in completing payroll reports, 1099’s and sales tax returns
    • Prepare interim financial statements for review
    • Prepare and organize appropriate work papers
  • Perform accounting tasks in person at client offices as needed.
  • Perform tasks within assigned timeframes and budgets
  • Provide regular and frequent communication with in-charge regarding the status of assignments in progress.
  • Performs miscellaneous job-related duties as assigned.


Two year Associate Degree in Accounting Preferred.

Required Skills and Experience

  • Minimum of three (3) years experience directly related to the duties and responsibilities specified.
  • Minimum of three (3) years work experience in full accounting cycle transactions.
  • Proficient in Microsoft Word and Outlook. Highly proficient in Excel.
  • Experience using general ledger software; demonstrated proficiency in same.
  • Knowledge of generally accepted principles of accounting.
  • Demonstrated attention to detail and accuracy.
  • Excellent written and verbal communication skills
  • Demonstrated ability to learn new concepts efficiently.
  • Demonstrated ability to complete tasks efficiently.

Public Contact

Extensive work interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior/office work environment-very limited exposure to physical risk.  Equipment used: computer, fax machine, telephone, postage machine, copier and scanner.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours

Typical business hours are Monday through Friday, 8:00 am – 5:00 pm.