Senior Bookkeeping Manager
Are you an Accounting Professional stressing out about the upcoming tax season?
Are you looking to use your Accounting skills while serving multiple small businesses and not doing tax returns?
Do you have years of experience using QuickBooks desktop and QuickBooks Online?
As a Top 100 Intuitive Accountant residing just outside the Washington DC Metro Area (southern Frederick County near Clarksburg, MD) we provide Professional Bookkeeping and Payroll services to Entrepreneurs and Business Owners all over the world, and we are seeking a talented individual looking to make a difference in our fast-growing company. We also train clients on how to use QuickBooks – did we mention we LOVE QB and TECHNOLOGY??
Join our amazing team to EMPOWER small business owners around their numbers!
Immediate job opening for a Senior Bookkeeping Manager. PLEASE READ ENTIRE JOB POSTING AND ALL DETAILS. If you do not follow instructions completely, you will not be contacted for an interview.
Check out our website at BookkeepingEtcInc.com or our Facebook business page Bookkeeping Etc., Inc. (We highly recommend that you “stalk” us to make sure you want to hang out with us!)
About you:
- Communicates well verbally and written format
- Process oriented, takes initiative and offers solutions
- Replies to clients in 24 hours or less
- Humble, hungry and can easily pick up on social cues from others
- Focused on caring for people
- Super comfortable on the computer, able to move quickly between programs and quickly learn new technologies
- Able to recognize priorities and meet deadlines
- Capable of multi-tasking many small tasks, good with people, vigilant about the details, and desires to be a part of something larger than themselves
General Qualifications:
- Instead of asking questions, a bookkeeping manager offers solutions & options
- Has a college degree in Accounting or equivalent in experience
- Holds/maintains a title of ProAdvisor with Intuit, passing one of the Advance Certifications
- Competent with desktop and online versions of QuickBooks
Management Responsibilities:
- Review client financial statements quarterly with each account manager & provide feedback for any odd transactions or how to deal with client situations mentor
- Confirm all reconciliations have been completed correctly for bank & credit card accounts
- Review acct manager’s work to show they are current & QB register balances match the statements
- Email account managers on changes that need to be made in the client’s QB file.
- Review QB file for any W-9s needed to be completed. Remind account managers of requirements & deadlines
- Give insight to the acct manager for potential financial/business issues that might need attention. Encourage acct manager to question/check in with the client for best communication.
- Make sure balance sheet in QuickBooks matches tax return balance sheet, if applicable.
- Make sure account managers keep the client communication sheet updated with notes on client status so that any acct manager can pick up where they left off.
- Communicate with client when miscommunications happen, stepping in when the client fails to communicate with our company or to figure out options if the client is uneasy.
- Provide annual business health checkup for selected clients. Make a schedule for all clients to confirm last completed checkup.
- Guide the account managers on sending monthly tips out with financial statements.
- Be a visionary of anticipating what the client needs and create actions steps to providing the client peace of mind
- Watch Account Manager’s time spent on files to ensure work is being done within budget
- Review transactional history for clients to decide when a client may outgrow their flat rate package. Make suggestions on scope of work and reasonable time requirements.
- Plan/schedule quarterly check-ins with client and have client relations manager make phone calls to ensure client satisfaction. Relay to acct mger what comments client had.
- Work with our Intuit contact for any technical issues with QBO
- On-board new account manager team members
- On-board new bookkeeping clients to get started and distribute to account manager
- Prepare comprehensive Business Assessments for potential clients
Applying for the Job:
Don’t apply for this job if you already have your own business or a few clients you want to retain while working for us. We are looking for someone that will be 100% committed to our company. Also, if you talk like a sailor, you will be very uncomfortable here. This is a wholesome, respectful and professional environment.
However, if you are a perfectionist at heart and find fulfillment reassuring people that might be fearful, have anxiety or frustration around money/taxes, then you might want to might want to apply for the opportunity to join our team. This job is the perfect candidate that wants a CAREER IN THE ACCOUNTING FIELD but DOESN’T LIKE DOING TAX RETURNS…because we do not do tax returns.
Don’t email your resume without answering the following 5 questions below in your cover letter – you will not be called for an interview…it’s a test to see if you can follow directions!
Submit your resume and a cover letter that will include:
- Desired Compensation
- Available start date
- Why the job is particularly of interest to you
- Why you would be the best candidate for the job
- Let us know if you caught any typos, gammer errors in this ad
No phone calls, please.
Professional Bookkeeper
Are you an experienced accounting professional that would love a part-time Professional Bookkeeping job? Do you LOVE QuickBooks, Bank Reconciliations, Helping others and working as a team? If so, we encourage you to apply to become one of our Professional Bookkeepers.
As a Top 100 Intuitive Accountant residing just outside the Washington DC Metro Area (southern Frederick County near Clarksburg, MD) we provide Professional Bookkeeping and Payroll services to Entrepreneurs and Business Owners all over the world, and we are seeking a talented individual looking to make a difference in our fast-growing company. If you LOVE TECHNOLOGY…keep reading.
Telecommuters Welcome!
Join our amazing team to EMPOWER small business owners around their numbers!
Immediate job opening for a Professional Bookkeeper. PLEAS
Check out our website at BookkeepingEtcInc.com or our Facebook business page Bookkeeping Etc., Inc. (We highly recommend that you “stalk” us to make sure you want to hang out with us!)
About you:
- Communicates well verbally and written format
- Process oriented, takes initiative and offers solutions
- Replies to clients in 24 hours or less
- Humble, hungry and can easily pick up on social cues from others
- Focused on caring for people
- Super comfortable on the computer, able to move quickly between programs and quickly learn new technologies
- Able to recognize priorities and meet deadlines
- Capable of multi-tasking many small tasks, good with people, vigilant about the details, and desires to be a part of something larger than themselves
General Qualifications:
- Instead of asking questions, a Professional Bookkeeper offers solutions & options
- Has a college degree in Accounting or equivalent in experience
- Competent with desktop and online versions of QuickBooks
Professional Bookkeeper Responsibilities:
- Can enter multiple line deposits
- Understands and can post transactions to gross wages, payroll taxes and payroll expenses
- Can set up bank accounts for downloading in desktop
- Has a basic understanding of business entities, knowing to inquire how some transactions will affect the financial statements differently
- Understands loans, splitting interest and principal
- Understands the chart of accounts and can post transactions accurately and find miscategorized transactions in a Profit and Loss Detail
- Knows not to delete or void transactions in a closed tax period. Can create journal entries to fix errors
- The vendor list and customer list in QuickBooks is clean, free from spelling or punctuation errors, no duplications
- Has had an opportunity to use Zoom, GoToMeeting or Skype to do screen sharing with clients
- In QBO, feels comfortable using the accept/exclude/undo tabs in bank feeds
- Can enter bills and pay bills within QuickBooks
- Knows to be proactive and collect all data for 1099’s during the year, including marking vendors in QBO
- Knows how to post transactions with sales tax and pay sales tax in QB
- Has a basic understanding that some categories are taxed differently and can thus categorize the transactions in the accurate account
- Able to enter journal entries with a good understanding of credits and debits
- Can easily post interest and depreciation
- Able to notice discrepancies and clean up financial statements
- Communicates with clients with some guidance on more difficult issues
Applying for the Job:
Don’t apply for this job if you already have your own business or a few clients you want to retain while working for us. We are looking for someone that will be 100% committed to our company. Also, if you talk like a sailor, you will be very uncomfortable here. This is a wholesome, respectful and professional environment.
However, if you are a perfectionist at heart and find fulfillment reassuring people that might be fearful, have anxiety or frustration around money/taxes, then you might want to might want to apply for the opportunity to join our team. This job is the perfect candidate that wants a CAREER IN THE ACCOUNTING FIELD but DOESN’T LIKE DOING TAX RETURNS…because we do not do tax returns.
Don’t email your resume without answering the following 5 questions below in your cover letter – you will not be called for an interview…it’s a test to see if you can follow directions!
Submit your resume and a cover letter that will include:
- Desired Compensation
- Available start date
- Why the job is particularly of interest to you
- Why you would be the best candidate for the job
- Let us know if you caught any typos, gammer errors in this ad
NOTE: We only schedule interviews with those candidates who answer ALL 5 of the above questions in their cover letter. If you put “I’LL ROCK THIS JOB” in the subject line of your email, you will get bonus points for following directions.
No phone calls, please.
Hourly compensation based on proficiency skills. Available between 25 – 30 hours a week.
All final candidates will require typing test, personality assessment, grammar test, and a background check before employment.
