Bookkeeping Supervisor

Hey there! You aren't an ordinary Bookkeeper, which is great because we are no ordinary accounting firm.

Check us out at cartercookcpas.com and courses.profitthatcounts.com/join

OFFICIALLY APPLY AT: https://www.cartercookcpas.com/bookkeeping-supervisor-application/

Please also apply through indeed and take the skills test.

Who We Are

It's so nice to meet you! We are a Concierge CPA firm that works virtually with beauty businesses all over the US to prepare tax returns, streamline bookkeeping systems, and provide general tax and accounting consulting. We also host an online community of beauty business owners learning QuickBooks. As our client and community list has continued to grow, it's time to expand our team so we can give our clients the care and attention they have become accustomed to. This is not your run of the mill accounting firm where we do the bare minimum to keep our clients compliant. We hold our clients hands and are always on the lookout for how we can better serve them.

We are looking for a personable, relationship building, tech savvy bookkeeping professional to work with our firm full-time. This is a great opportunity for someone looking to grow and make a real impact with small businesses.

Schedule

We offer unique benefits, like a flexible schedule and the ability to work from home 100% of the time and no travel requirements. Employees are welcome to choose their own schedule as long as it is consistent, communicated to the team, and a majority of the working hours are between 8 AM and 5 PM - Monday through Friday. Make no mistake, we may work in our pajama pants, but we take care of business for our clients. We understand that work from home does NOT mean work without childcare or work while doing laundry or watching TV. We work as a team and are available to each other during normal business hours.

This position will serve our newest clients by helping them onboard smoothly, clean up their QuickBooks Online file and transfer a clean QuickBooks File to our Bookkeeping Team for regular monthly support. This position will also provide QuickBooks support to community members who do their own bookkeeping.

This position is a W-2 employee position and we expect this to be the only place of employment for our employees. Due to the sensitive nature of the information this position handles, we require the home office to be in a separate room behind a closed door. All applicants must reside in the US.

Duties & Responsibilities

• Possess a deep understanding of QuickBooks Online and the ability to explain it simply to "non-accountants"
• Reconcile accounts and provide clients with a P&L report, balance sheet, and insight on the financial health of their business
• Ability to step into a messy QuickBooks online file and know exactly where to begin and deliver a cleaned up file in a timely manner.
• Prepare journal entries for payroll (We do not process payroll for our clients)
• Manage cash accounts and categorize transactions
• Perform monthly and year-end close procedures
• Clearly communicate directly with clients (virtually via text, email, phone, or video chat), Partners, and team leader in a timely manner
• Meet with clients and community members over Zoom to help them with their QuickBooks files
• Answer bookkeeping and accounting questions in our online community
• Respond to all emails and messages within 24 business hours (preferably on the same day they are sent)
• Complete sales tax returns
• Ability to check a sales tax account and confirm filing frequency and account status
• Ability to review other bookkeepers' work and correct or train when necessary
• All other duties as assigned
• Basic cross training in other firm positions so we can cover for each other when out sick or on vacation

Requirements

• Five or more years of experience with QuickBooks Online
• Strong accounting software and Excel skills
• Must be organized, meticulous, and detail-oriented
• Ability to build a client relationship beyond the numbers. Our clients love us because we take the time to learn about them and we care about the success of their business.
• Ability to break down complex accounting topics into easy to understand information and examples

Preferred

• Bachelor’s degree – Accounting focus preferred

Expectations

• A heart of service - always wanting to provide clients with the best experience possible
• Courage and grace to be able to tell clients what they don't want to hear in the kindest way possible. Never down talking.
• Comfortable working in a remote and paperless environment
• Strong problem-solving skills
• Ability to observe and understand business processes, ensuring complete and accurate documentation
• A desire to learn new skills and always keep growing
• An ability to work independently and as a member of a team

We would never ask you about your family during an interview because...laws, but you should know that family is our most important core value. We work hard during the time that we're at the office. We provide exceptional services to our clients and never miss deadlines. We also work hard to leave work at the office. Answering emails and phone calls when you're with your family is not cool. Having to do a "quick check-in" while you're on a vacation completely obliterates the refreshment you're seeking. We expect you to work hard. We also expect you to family hard.

Our team members appreciate working at Carter Cook because they are high performers who are looking for a change of pace. We have high expectations and opportunities for growth while also respecting a 40 hour work week.

READY TO APPLY?

Head to https://www.cartercookcpas.com/bookkeeping-supervisor-application/

Job Type: Full-time

Pay: From $26.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Work Location: Remote