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SalarySummary: The position is 100% remote, full or part time with a minimum of 25 hours per week.
Work from the comfort of your own home doing the fun kind of bookkeeping and accounting for an amazing, fun and loving team.
This position can be either full time or part-time with a minimum of 25 hours per week.
What you WON’T be doing:
- No taxes
- No In-house Payroll
- No Auditing
- No In-Person Client Meetings (Zoom Only)
This is a 100% remote (work-from-home) position. It has been remote since I started the company six years ago.
Our team loves the work they do and this is your chance to get in. The good news is that we are growing quickly so our team is expanding. You will be able to grow in your position and learn more, all working at home!
We have flexible hours, but most of our work is done between 8-5 each day.
Overview of what we need
Cloud5 Accounting is a modern virtual bookkeeping firm helping many small businesses across the US gain financial clarity and peace of mind. Most small business owners lack time or know-how to keep their business bookkeeping updated and error-free. That means they do not have the financial reports needed to improve their business, and ultimately their time. We update and streamline bookkeeping to consistently measure what matters most, so business owners can improve it.
You will get training
Our firm is a consistent learning environment. Our goal with this role is to give you the tools, training, and technical knowledge necessary to feel completely comfortable in this role.
What winning is for you
You will be able to work independently through client work. You will strive to be an amazing problem solver. Most importantly, you will create a warm and lasting impression on the clients and team members you work with daily. You will have minimal mistakes and keep good notes/records of the clients's needs with any bookkeeping quirks to remember throughout the year.
Responsibilities
You will be updating/categorizing bookkeeping transactions daily in QuickBooks Online software for about 5-20 clients assigned to you. At month-end, you will reconcile accounts to bank balances and ask your client any questions that came up during the month. You will also oversee a small team of bookkeepers. Some of them will be working on the back office tasks while you are client-facing and spending more time communicating with clients. Most communication with clients is done through email. You will also be taking on QBO cleanup projects. The day-to-day includes any of the following:
- Pleasantly interfacing with clients through email
- Categorizing and organizing all transactions in QuickBooks Online
- Reconciling all balance sheet accounts
- Reconciling payroll transactions using payroll reports
- Paying Bills through Bill.com
- Running payroll in Gusto
- Clearing up transaction questions with clients through email
- Being human and inspiring with clients every day by developing relationships
- Training a small team, overseeing their work, and answering their questions.
- Working on clean-up/catch-up bookkeeping projects.
Must Haves
***Important*** Minimum of 5 years of bookkeeping/accounting experience ***Important***
- Experience with QuickBooks Online Software.
- Experience in and willingness to be in a client-facing role/environment.
- Excellent written and oral communication skills: you thrive when working with clients.
- Ability to work in an expanding and changing environment (we strive to find a better way every day).
- Passionate about developing efficient processes and driving results.
- Track record of going the extra mile or overachieving when given a job or opportunity.
- Remote Environment Requirements (working from home).
- You must have a quiet, private space with fast internet and a decent computer.
- You must work mostly between the hours of 8-5 in your time zone, the rest of the hours can be flexible or worked at night or on weekends.
- You must be able to work independently and have the discipline to uphold deadlines.
What to send us
Please send a resume and cover letter. The cover letter should not be a generic template cover letter you send everyone. Make it specific to the job and explain why you would be the right candidate. The cover letter is your chance to stand out.
