• Always look for ways to improve
• Sharpen your skill set
• Be excited to learn and generous with your knowledge

• Treat others fairly
• Make each other look good
• Look for ways we can all win

• Do your work well and timely
• Own the results
• Ask for help (before it’s a garbage fire)

Job Overview

Work Responsibilities

Monthly Bookkeeping

• Record all monthly transactions and journal entries
• Reconcile accounts
• Process accounts payable, accounts receivable, contractor payments, etc. in line with client's service agreement
• Send questions and requests for the client to the Account Manager to send to the client or send to the client directly if client-facing
• Prepare & send monthly reports in line with client's service agreement
• Request W9s throughout the year to prepare for annual 1099 filing, as needed
• Regular maintenance of client records, keeping client-specific process videos, client documents, passwords, and all other resources current to ensure the transferability of information

Special Projects

• Receive information & training on the particular client & project scope
• Perform project tasks within time frame allotted
• Annual Bookkeeping tasks to complete Annual Financial Reports for tax filing

Requirements & Competencies

• Must be motivated to learn & develop skills
• Must be QBO ProAdvisor Certified
• Prior experience with bookkeeping required
• Prior experience in a client-facing role preferred
• Ability to communicate positively and effectively with clients and team members
  • Strong skills in processing new information and asking clarifying questions
  • Strong skills in presenting information in a clear, concise, and helpful way
• Strong sense of personal responsibility, proactively owning mistakes, and learning from them
• Ability to self-manage, both time and responsibilities, so all work is being done well and on time

Details & Benefits

• 401(k) + matching
• Health, Dental, & Vision insurance (FT employees)
• Paid time off
• Paid health & wellness time
• Paid training
• Flexible schedule
• Referral program

• High school or equivalent (Required)

• Accounting: 1+ year (Required)
• Bookkeeping: 3+ years (Required)
• Quickbooks Online: 3+ years (Required)

• Quickbooks Online ProAdvisor Level 1 Certification (Required)