BookkeeperAt — Lindsey Financial Group, Inc

We are seeking a detail-oriented Intern Bookkeeper to support basic accounting and administrative tasks. This role will assist with recording transactions, organizing receipts and invoices, reconciling accounts, updating spreadsheets, and maintaining accurate financial records. The ideal candidate is dependable, organized, comfortable with numbers, and interested in learning bookkeeping, accounting software, and small business financial operations.

Responsibilities include data entry, categorizing expenses, assisting with bank and credit card reconciliations, preparing simple reports, filing financial documents, and supporting the team with other accounting-related tasks as needed.

This is a great opportunity for someone pursuing accounting, finance, or business experience who wants hands-on training in bookkeeping and office operations.

Tasks:

The student will perform the following professional and pre-professional duties to demonstrate achievement of the learning outcomes:

Enter and categorize business income and expense transactions in the company’s bookkeeping system or tracking spreadsheets.

Organize, label, and maintain digital and physical financial records, including receipts, invoices, statements, and expense documentation.

Assist with monthly bank and credit card reconciliations by matching transactions to statements and identifying discrepancies for supervisor review.

Prepare basic financial summaries, expense reports, or transaction logs to support internal business review and decision-making.

Review invoices, receipts, and vendor records for completeness, accuracy, and proper categorization.

Support accounts payable and accounts receivable processes, including tracking unpaid invoices, payment dates, and related documentation.

Maintain accurate filing systems and ensure financial documents are stored in accordance with company procedures and confidentiality standards.

Communicate questions, discrepancies, or missing information to the supervisor in a professional and timely manner.

Participate in weekly review meetings to discuss assigned work, receive feedback, and apply corrections to future bookkeeping tasks.

Assist with special bookkeeping or administrative finance projects, such as preparing year-end documentation, organizing expense categories, or improving spreadsheet templates.

Training:

Students will receive structured training and supervision throughout the internship to support their learning outcomes. Training will include:

Initial employer orientation: The student will receive an overview of the company, workplace expectations, confidentiality requirements, communication procedures, and the role of bookkeeping in daily business operations.

Bookkeeping systems training: The student will be introduced to the company’s accounting tools, spreadsheets, filing systems, and procedures for tracking income, expenses, receipts, invoices, and other financial records.

Task-specific instruction: Before each new assignment, the student will receive context for the task, step-by-step instructions, examples of completed work, and an explanation of how the task supports accurate financial reporting.

Job shadowing: The student will observe the supervisor or bookkeeper completing key tasks such as transaction entry, expense categorization, bank or credit card reconciliation, invoice organization, and report preparation before performing similar work independently.

Weekly one-on-one mentor meetings: The student will meet regularly with a supervisor to review completed work, ask questions, receive feedback, discuss challenges, and set goals for the following week.

Work sample review and quality checks: The student will be provided with sample spreadsheets, reports, reconciliations, and filing examples. Their work will be reviewed for accuracy, organization, and completeness, with corrections explained as part of the learning process.

Confidentiality and professional conduct training: The student will be trained on handling sensitive financial information, maintaining privacy, following ethical bookkeeping practices, and communicating professionally in a business setting.

Learning Outcome:

By the end of the academic internship, the student will be able to:

Accurately record and categorize basic financial transactions using bookkeeping best practices.

Organize, maintain, and retrieve financial documents such as receipts, invoices, and expense records.

Assist with bank and credit card reconciliations and identify common discrepancies.

Prepare basic financial summaries or reports to support business decision-making.

Demonstrate professional workplace habits, including confidentiality, attention to detail, time management, and clear communication.