Bookkeeper

Peak Retirement Planning, Inc.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Peak Retirement Planning, Inc. in Columbus, Ohio is looking for a dedicated accounting professional who excels at maintaining financial records and providing essential reports to the CEO. The ideal candidate is a hard worker with a growth mindset, eager to contribute actively to a fast-growing startup.

Key responsibilities include managing financial books, overseeing accounting systems, and assisting with cash flow management. This opportunity is ideal for someone who wants to be part of a supportive team and grow with the firm for years to come.

Qualifications

• Experience maintaining financial books and records.
• Ability to provide detailed financial reports.
• Strong organizational skills for managing AR processing and cash flow.

Responsibilities

• Maintain financial books and records for the firm.
• Provide monthly, quarterly, and year-end reports to the CEO.
• Oversee and manage all accounting systems and procedures.
• Assist in monitoring and managing cash flow.
• Manage day-to-day AR processing, deposits, and bookkeeping.
• Run monthly payroll.
• Provide information to the firm's CPA for tax compliance.

Skills

Accounting expertise

Strong work ethic

Teamwork

Growth mindset

Job description

What We Look For

A+ Player

• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.

Foxhole Team Member

• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide a "White Glove Service" to our clients.

Rocketship Mentality

• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

• Maintaining financial books and records for the firm
• Provide reports for the CEO and monthly, quarterly, and year-end reports
• Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
• Assist in monitoring and managing cash flow
• Manage day-to-day AR processing, deposits, and bookkeeping
• Run monthly payroll
• Provide information to the firms CPA to meet all tax-related requirements