Remote Bookkeeper

Summary

The job is for a full-time remote bookkeeper position at Strategic Financial Reporting, Inc. (SFR). The bookkeeper will provide bookkeeping services to small businesses via QuickBooks Online and manage day-to-day relationships with clients while performing within established processes and budget parameters.

Requirements

• 5+ years of demonstrated ability to provide detailed bookkeeping and accounting support
• QuickBooks Online Certification
• 3+ years of experience using QuickBooks for/in a professional organization
• Familiar with Outlook and Office 365 Online Suite (Outlook Online, Microsoft ToDo, Microsoft Teams Meetings, and SharePoint/OneDrive)
• Able to communicate powerfully, clearly, and professionally - both orally and in writing
• A passion for and a sense of personal satisfaction in assisting clients and ensuring that they are successful in running their small businesses
• Confidence in learning and embracing new technologies, and a willingness to consistently and accurately follow established policies and procedures
• Efficient with deadlines
• Willingness to build strong remote team relationships based on trust, accountability, integrity, and shared learning and training
• Dedicated office space with a reliable, high-speed internet connection
• Capacity and commitment to work 40 hours per week

Responsibilities

• Provide exceptional bookkeeping services to your clients via QuickBooks Online
• Demonstrate a thorough understanding of professional accounting and bookkeeping practices
• Meet with your clients via virtual meetings as needed to answer questions and support their business ventures
• Close the books monthly & send monthly email reports of work to date to the client
• Manage accounts payable and accounts receivable
• Manage bookkeeping & accounting journal entries
• Maintain the chart of accounts
• Create the company's financial statements to prepare for analysis and annual tax preparation
• Conduct periodic reconciliations of all accounts to ensure their accuracy
• Process payroll per client needs (weekly, bi-weekly, monthly, etc)
• Provide clerical and administrative support as requested
• Issue invoices to customers
• Pay supplier invoices in a timely manner
• Pay any debt as it comes due for payment
• Ensure that receivables are collected promptly
• Record cash receipts and make bank deposits
• Collect sales taxes from customers and remit them to the government
• Tag and monitor fixed assets
• Ensure that the client is compliant with local, state, and federal government reporting requirements
• Support client onboarding process for all assigned client engagements in accordance with defined processes

Preferred Qualifications

• Bachelor's degree in Accounting, Bookkeeping, or another equivalent degree
• QuickBooks Online Advanced Certification
• Willingness to take and make phone calls as needed when urgent contact with a client is necessary to complete their requested bookkeeping tasks

Benefits

• Work from Home
• Flexible schedule - build the schedule that works best for you
• 401k Retirement Savings Plan (after 1 year)
• Paid Time Off
• Monthly meetings with a Life Coach
• Opportunity for Growth & Advancement