This is a virtual position, which could be primarily client-facing or more transactional bookkeeping task focused. These roles can crossover at times requiring flexibility and comfort in both dynamics.
Creates high quality client interactions and experiences that instill confidence using deep client empathy, and your deep knowledge and expertise in the client-facing role. You will be using our state of the art video communication software (SmartLook and Glance) to interact with clients.
Regularly engage in client scheduled appointments and chat communications to provide accurate, satisfactory answers to their queries and concerns.
De-escalate situations involving dissatisfied clients, offering patient assistance and support.
Using your in-depth bookkeeping knowledge, manage client onboarding calls with high attention to detail and with the ability to quickly assess exactly what is needed to process all client work for our service agreement.
Walk clients through setting up their electronic bank and credit card feeds.
Gathers documents in preparation for either cleanup or monthly clients and handles complex problems in a timely manner.
Determines potential complications in financial statements errors, sales tax issues, unsolved A/P and A/R, payroll issues, and 3rd party integrations questions.
Assist clients in either establishing or updating their chart of accounts.
Utilize strong organizational skills to ensure client follow up and communication is executed timely.
Requirements :
Bookkeeping Experience: 5+ years recent bookkeeping experience.
QBO Experience: This position requires QuickBooks Online knowledge, a minimum of 5 year of recent experience working within QuickBooks Online.
Degree: 4-year degree preferred.
Credentials/Certifications: QuickBooks Online Pro Certification Required. QuickBooks Online Advanced Certification is preferred. CPA and/or CPB is preferred.
Bookkeeping Skills: Proficient in QBO navigation and various workflows including A/R, A/P, payroll, sales tax, financial reporting, 3rd party apps integration, and banking functions to name a few.
Organizational Skills: Strong attention to detail, ability to manage multiple tasks, prioritize and manage multiple client engagements.
Communication Skills: Strong written and verbal communication skills required. Bilingual (English/Spanish) communication skills (written & spoken) are a plus.
Technology Skills: Proficient with technology; solid knowledge of computer operations and software.
Client Engagement Skills: Ability to interact with clients through video and audio tools in a way that is professional, friendly, and reassuring.
Self Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping. along with a high level of determination to deliver awesome to your clients.
Internet Connection Requirements: Must have (or be willing to obtain) a dedicated high speed (DSL, cable, Fiber) wired internet connection. WiFi, Tower or Cellular based service is not permitted.