Note: The job is a remote job and is open to candidates in USA. Accrew partners with leaders to build and grow remarkable organizations through accounting, bookkeeping, and task management services. The Bookkeeper & Account Manager performs bookkeeping, account management, client communication, reconciliations, reporting, onboarding, check-ins, advisory meetings, and special projects with limited supervision.
Responsibilities
- Record all monthly transactions and journal entries
- Reconcile accounts
- Process accounts payable, accounts receivable, contractor payments, etc. in line with client's service agreement
- Send questions and requests for the client to the Account Manager to send to the client or send to the client directly if client-facing
- Prepare & send monthly reports in line with client's service agreement
- Request W9s throughout the year to prepare for annual 1099 filing, as needed
- Regular maintenance of client records, keeping client-specific process videos, client documents, passwords, and all other resources current to ensure the transferability of information
- Receive information from Bookkeepers, filter the questions, and translate it in a way that reflects the positive and supportive “Accrew voice”
- Regularly follow up in a helpful manner when clients are unresponsive
- Efficiently transfer information between client and bookkeeper as needed
- Effectively communicating client concerns, issues, and wins with the relevant team members
- In addition to leading Onboarding Calls and Check-in Meetings with clients, you may hold scheduled Advisory Meetings directly with clients as part of their services with Accrew
- Receive information & training on the particular client & project scope
- Perform project tasks within time frame allotted
- Annual Bookkeeping tasks to complete Annual Financial Reports for tax filing
Skills
- * Must be motivated to learn & develop skills
- * Must be QBO ProAdvisor Certified
- * Prior experience with bookkeeping required
- * Prior experience in a client-facing role required
- * Ability to communicate positively and effectively with clients and team members
- * Strong skills in processing new information and asking clarifying questions
- * Strong skills in presenting information in a clear, concise, and helpful way
- * Strong sense of personal responsibility, proactively owning mistakes, and learning from them
- * Ability to self-manage, both time and responsibilities, so all work is being done well and on time
- * High school or equivalent (Required)
- * Accounting: 1+ year (Required)
- * Bookkeeping: 3+ years (Required)
- * Quickbooks Online: 3+ years (Required)
- * Quickbooks Online ProAdvisor Level 1 Certification (Required)
- Work Location: Remote only + U.S. based only
Benefits
- 401(k) + matching
- Health, Dental, & Vision insurance (FT employees)
- Paid time off
- Paid health & wellness time
- Paid monthly training
- Flexible schedule
- Referral program
Company Overview