Senior Bookkeeper - Account Manager (Proficient in QBO)

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TYPE OF WORK

Part Time

SALARY

$10 - $15/hr

HOURS PER WEEK

15

DATE POSTED

Feb 22, 2025

JOB OVERVIEW

Looking for a part-time experienced bookkeeper / account manager to oversee the bookkeepers' work and client accounts, collect and analyze financial statements and manage client communication.

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About this position:

This is a part time contractor role with 10-20 hour/week to start with potential to grow into a full time position.

What is it like working with us:

- 100% virtual/remote, so you can work from wherever you feel most productive (and comfy).
- Family and personal time are important. Design a schedule that fits what matters most to you.
- We’re laid-back yet goal-oriented, with a focus on meaningful work.
- We’re a very small, growing company where everyone’s got each other’s back, and your ideas really count.

Job duty: For this job as an Account Manager, you will be the main person to oversee the bookkeepers' work and client accounts, collect and analyze financial statements and manage client communication.

Job responsibilities:
Act as a point of contact for clients and bookkeeper/s, addressing questions and maintaining professional communication

Assist in conducting periodic reviews of financial transactions to identify and resolve discrepancies

Implement quality control measures to review financial records for accuracy and completeness

Oversee month-end and year-end closing procedures, ensuring all necessary adjustments are made for accurate financial reporting

Monitor and verify that all bookkeeping activities meet the relevant accounting standards and regulations

Supervise and support our junior Bookkeeper

Support bookkeeper training and provide constructive feedback

Help us develop processes and systems

Attend meetings with clients and team via Zoom and phone

Analyze client financial data to identify areas for cost reduction and increased profitability

Prepare and present comprehensive financial reports to clients, highlighting key performance indicators and financial trends

Identify inefficiencies in bookkeeping processes and propose and implement solutions

Streamline workflows to optimize efficiency and accuracy in bookkeeping operations

Keep detailed and organized records of client interactions, agreements, and project milestones

Requirements:
3+ years of bookkeeping experience in QuickBooks Online and managing client accounts

Experience guiding others with a focus on constructive feedback and positive reinforcement

Clear understanding of accounting principals

QuickBooks Online Certification required. Even better, if you have Advanced Certification

Clear understanding of accounting principals and practices

No plans to start your own bookkeeping business

A computer with a second monitor & stable and secure internet connection

Technologically savvy, with a ability to learn new software quickly

Quiet workspace, suitable for client/teaUpgrade to see actual infoetings

Ability to make decisions and solve problems

Excellent attention to detail

Exceptional communication skills

Just to make sure that you are paying attention and that you are detail oriented, please make sure to include the word "Teamwork" in the subject line when applying

If, after reading this job description, you’re feeling like this is the job you’ve been looking for, let’s connect and see if you’re the missing piece to our team!

How to Apply:
This job requires exceptional attention to detail, so please follow the strict instructions to apply:

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