Bookkeeping Coach

BDR - Business Development Resources; Phoenix (AZ); Remote; USD 62,000 - 85,000; Full time

Job summary

A coaching company is looking for a Bookkeeping Coach to assist clients in the skilled trades industry. This remote position focuses on improving financial reporting and efficiency within small businesses, offering a generous compensation package between $62,400 - $85,000 annually. Ideal candidates must have previous bookkeeping experience and be proficient in accounting software.

Benefits

401k with employer matching

Medical insurance with minimal contribution

Paid time off and holidays

Basic office equipment provided

Internet reimbursement up to $75

Qualifications

• Proficient in various accounting software programs, including QuickBooks.
• Strong communication skills, verbally and in writing.
• Quality phone presence needed for client interactions.

Responsibilities

• Deliver quality coaching using BDR core principles.
• Examine, analyze, and interpret accounting information.
• Train clients' accounting teams on daily operations.
• Recommend process improvements for efficiency.
• Review financial statements for accuracy.

Skills

Bookkeeping

Customer service

Communication

QuickBooks

Accounting software proficiency

Education

4 years of financial accounting experience

2 years of customer service experience

Tools

QuickBooks

Microsoft Excel

Microsoft Outlook

Job description

What We Do

Business Development Resources, Inc. (BDR) provides training and coaching services to the Contracting industry. At BDR, our goal is simple: empower our clients with our industry experience and information to give them the knowledge they need to drive profit and growth in their business.

Our Vision

We will be the model of excellence, challenging traditional boundaries, seizing opportunities, and being the renowned provider of innovative products and services.

Our Mission

Through teamwork, we will increase the profitability and efficiency of our clients to prime* while maintaining an environment that fosters unequaled team member growth and success.

*Prime - The most flourishing stage or state, reaching perfection

Our Values

• Absolute honesty and integrity
• Uphold the highest level of confidentiality and trust
• Empowered, passionate, heartfelt, caring, and supportive of our clients and teams
• Teamwork is the source of our strength
• Change is essential, and we will always embrace it
• We encourage our family to grow, contribute, and accomplish
• Leading the industries we serve through innovation and creativity
• Consistent, actionable knowledge transfer to those we serve
• Owning our results and being accountable to ourselves, our team, and our clients

We are currently looking for a Bookkeeping Coach to assist our clients with accurate financial reporting within the skilled trades industry. This role will enable you to contribute to the well-being of a small business, allowing the owner and their team to achieve their professional and personal goals. We offer a generous base salary in addition to bonuses and spiffs, yielding a targeted compensation of $95,000+ per year!

The Job

Join a team of 30+ coaches! Full training offered. Proven processes and procedures are built out for you to follow. Dedicated support staff to assist with scheduling, documentation, and reporting. Teamwork is the source of our strength. The entire team is here to support you. Talk with several team members before you join our team - we are an extended family!

A component of this position is traveling to your client's small business for hands-on process improvements within the accounting department. Travel is limited to once per month, 3 - 4 per day on average. You also have the option to extend your stay after an onsite and enjoy the local culture. Travel reward points earned are yours to use personally.

Primary Job Function

• Delivery of quality coaching using BDR core principles and ideologies to empower our clients to drive profit and growth in their businesses.
• Examine, analyze, and interpret accounting information for the purpose of organizing that information to enable performance analysis of business segments.
• Train each client's accounting team to understand what they need to do daily & why it is important; this could include actual assistance with daily data entry or corrections of data already recorded.
• Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services, increasing internal efficiencies.
• Review financial statements for accuracy and completeness.
• Write clear and concise business processes & procedures & assist clients with proper implementation.
• Attend client events as directed.

Reports to: Sr. Financial Coach

Work Hours: 7:00 a.m. to 4:00 p.m., Monday through Friday, some weeknights, and some weekends. Overnight travel 1-2 times per month is also required.

Location: Remote! Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. This position requires regular travel

Compensation: $62,400 - $85,000 depending on experience

Perks & Benefits

• Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more!
• Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Fully cloud-based operations allow easy access to documents.
• BDR will provide basic office equipment and supplies to set you up for success as a Financial Coach.
• We reimburse you for your internet up to $75 per month.
• Extend your stay after an onsite meeting and enjoy the local culture.
• Travel reward points earned are yours to use personally.

The Qualifications

• Previous Bookkeeper experience
• A minimum of 2 years of customer service experience or equivalent education
• A minimum of 4 years of financial accounting experience or equivalent education
• A minimum of 2 years of accounting software experience and a complete understanding of the internal workings of accounting software
• Proficient in various accounting software programs, including QuickBooks, Microsoft Outlook, Word, Excel, and PowerPoint.
• Strong communication skills, verbally and in writing
• Quality phone presence

Why work for Us?

• Named in Seattle Business Magazine for Washington's Best Companies to Work For list for 2022 and 2023!!!!
• Our average employee tenure is over 7 years; we are a great place to work!
• Our team is truly passionate about helping our clients be successful
• Caring ownership and management
• Clear expectations and communication
• Great place for career advancement with training and support from the team
• Lots of long-term clients
• Fun! Yet professional
• A growing, profitable company with a 25-year track record

What are you waiting for? Responsive employer. Apply today!

WE ARE A 100% DRUG AND NICOTINE FREE EMPLOYER