Overview
This role involves providing high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. The position focuses on reviewing the categorization and coding of transactions to meet accounting standards and align with client needs. It also includes providing guidance and support to the team handling day-to-day bookkeeping tasks. Building strong client relationships through proactive communication, regular consultations, and account management is a key aspect of this role.
Responsibilities
Client Communication and Relationship Management
- Onboard new clients by reviewing their entities, business needs, and setting expectations.
- Conduct monthly client check-ins to gather documentation, address financial inquiries, and understand evolving business needs.
- Schedule and lead consultation meetings with clients.
Bookkeeping Tasks
- Maintain bookkeeping records for various client companies.
- Review client transactions to ensure accurate categorization and coding.
- Generate and interpret financial reports such as profit and loss statements, balance sheets, general ledgers, and customized reports.
- Address past bookkeeping issues or inconsistencies to bring clients' books up to date.
Additional Duties
- Collaborate with a global team to ensure efficient client service delivery and fulfillment of client requirements.
- Perform other duties as assigned by management.
Competencies
- Integrity: Demonstrates ethical behavior, addresses minor ethical issues independently, and ensures confidentiality in complex situations.
- Accountability: Manages workload and meets deadlines with minimal supervision, takes responsibility for project outcomes, and proactively addresses issues.
- Customer Focused: Independently addresses customer needs, handles complex inquiries and complaints, and seeks ways to improve customer satisfaction.
- Time Management / Organization: Plans and organizes work efficiently, balances multiple tasks, and uses advanced organizational tools.
- Communication: Communicates effectively in various settings, tailors messages to the audience, and facilitates productive discussions.
- Teamwork: Contributes to team goals, builds positive relationships, and resolves minor conflicts.
- Self-Motivated: Takes initiative to improve processes, manages workload, sets personal goals, and pursues continuous learning.
Required Qualifications
- Minimum 2 years of experience with QuickBooks (Desktop and Online preferred).
- Bachelor's Degree in Accounting or a related field.
- Moderate knowledge of Excel.
- Excellent time management skills.
- Experience managing at least 15 client accounts simultaneously.
- General accounting knowledge, including understanding of debits and credits.
- High degree of accuracy and attention to detail.
- Experience communicating with clients regarding their company financials.
Preferred Qualifications
- Previous experience in a consulting firm or related field.
Performance Metrics
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Efficiency: Timely completion of administrative tasks and assignments.
- Communication: Responsiveness to client communication within 24 hours and meeting monthly call expectations.
- Accuracy: Accuracy in document preparation and data management.
Compensation & Benefits
- Hybrid work schedule balancing remote and in-office work.
- Comprehensive onboarding program.
- Medical, dental, vision, and short-term disability coverage provided at no cost.
- 401(k) matching program.
- Generous paid time off: 16 days in the first year, 21 days after one year, plus 7 paid company holidays.
- $35 monthly gym membership subsidy.
Additional Information
Employment requires a full background check, drug screening, internet, and social media search.