Onboarding Specialist

About Yeti Books:
Yeti Books is a bookkeeping, tax, and financial services company specializing in the home services/trades niche. We have grown from 0 to 7 figures without any marketing and minimal sales spend to date. We are an experienced team with a phenomenal track record, and we all work remotely across the globe. We have a strong brand and a proven business model that has primed us for nice growth.

Job Responsibilities & Duties May Include, But Are Not Limited to:

Bookkeeping & Accounting
* Accounts Payable – Post auto payments, payments issued
* Accounts Receivable – Post payments received
* Vendors – Maintain vendors, prepare for 1099s
* Employees – Post payroll journal entry as needed
* GL – Post journal entries, maintain chart of accounts
* Reconciliation – Weekly bank reconciliations
* Reporting – Monthly financial statements, Annual reporting

Customer Service
* Calling, emailing, and communicating with clients
* Ensuring timely reports delivered to clients

Continuing Education
* Set aside time to learn new skill sets and software platforms that will help drive YetiBooks’ growth (Dext, AutoReview, Fathom, Click Up, Marketing/Branding)
* Stay current with the latest QBO and accounting procedures


Qualifications for this position:
- Bachelor's degree in Accountancy, Management Accounting, or any related course (4-year completion).
Preferably, candidates should have US work experience (remote) or experience handling US clients. If not, candidates with 3-5 years of full-charge bookkeeping experience in the Philippines will be considered.
- Experience in technology and innovation, focusing on leveraging technology to drive business growth. (e.g Quickbooks Online)
- Has a background in client onboarding.
- Have strong and excellent leadership skills.
- Excellent communication and interpersonal skills.
- Ability to prioritize and manage multiple tasks effectively.
- Experience with Clean-up projects.
- Preference will be given to applicants with proficiency in Bisaya/Cebuano.

Interested applicants should send their applications using this form: k2u4yg9mun2.typeform.com/application
Applicants who will send an email here WILL NOT BE CONSIDERED.

Thank you and we look forward to working with you!