Special Projects & Transitions Bookkeeper (PH)

ConnectCPA LLP; California; Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative accounting firm is seeking a tech-savvy bookkeeper to join their remote team. This role involves coordinating bookkeeping transitions, ensuring processes are maintained, and providing training to new bookkeepers. Embrace a casual and collaborative culture where your ideas are valued, and enjoy the flexibility of working from home with a brand-new laptop. If you're passionate about technology and bookkeeping and thrive in a fast-paced environment, this opportunity is perfect for you!

Benefits

Work from home

Brand-new laptop

Casual dress code

Valued opinions and ideas

Qualifications

• Years of bookkeeping experience with multiple clients simultaneously.
• Excellent understanding of accrual bookkeeping and bank reconciliations.

Responsibilities

• Coordinate the handoff of bookkeeping files and ensure process is reviewed.
• Communicate with clients to maintain bookkeeping processes.

Skills

Communication Skills

Organizational Skills

Independence

Multi-tasking

Strong Work Ethic

Tools

Xero

QuickBooks Online (QBO)

Dext

AX

Shopify

Job description

ConnectCPA LLP is not your traditional accounting firm. We are an online / virtual firm, paperless, and tech-savvy. We are growing rapidly, and are in search of a team member that meshes with our unique firm culture.

We are a Licensed Chartered Professional Accounting (CPA) firm that operates with a startup mentality: We experiment, we collaborate, we embrace new technologies and we have fun doing it.

We are breaking every “accounting firm” stereotype: We dress casually, we use Slack and Zoom to communicate and we have a culture of trying new things every day.

Why us?

We’ve been there before. You are unhappy because you work in a bureaucratic culture where you are told how to dress, what hours to work and your voice is not being heard.

At ConnectCPA we want you to enjoy your career and here is how we make it happen:

• You will be working from your home office (who doesn't love that?)
• We will provide you with a brand-new laptop
• Everyone's opinions and ideas are valued on how we can improve the firm
• We are a diverse firm with an easy-going culture
• No formal wear required

What is the role?

• Coordinate the handoff of the bookkeeping files from the previous bookkeeper
• Perform clean-up of the bookkeeping
• Ensure the bookkeeping process and cadence for the client is reviewed
• Implement or adjust the new bookkeeping process
• Create and maintain a thorough process of documentation
• Correspond with clients to ensure bookkeeping is maintained and build processes and procedures
• Monitor the incoming bookkeeper's progress in the transition upon the file hand-off
• Communicate with the senior bookkeeper about the progress of the transition and transfer of the bookkeeping process and procedural knowledge and documentation

Catch-Up Projects:

• Provide absence and vacation coverage for existing bookkeepers if necessary
• Bookkeeping catch-up for new clients if necessary

Training:

• Train the bookkeeper to transition over the accounts
• Assist with administering demo files for the incoming new bookkeepers if needed

Required Experience

• Years of bookkeeping experience with multiple clients simultaneously
• An excellent understanding of accrual bookkeeping, payroll, debits and credits, clearing accounts, bank reconciliations, and more
• An excellent understanding of the ins and outs of how an accounting system works: Invoicing, payables, bookkeeping, tax rates, etc.
• Prior bookkeeping experience in a fast-paced environment
• Tech-Savvy: Experience with various bookkeeping software (Xero, QBO, Dext, AX, Shopify)

Required Skills

• You have excellent communication skills (both written and verbal)
• Hyper-organized
• Social, presentable, and well-spoken - we want our clients to love you!
• You are independent, highly motivated, and a self-starter
• You are a multi-tasker and can manage multiple clients simultaneously
• Strong work ethic

Other Skills and Requirements

• A love for technology and the ability to learn new software/apps quickly
• Strong internet connection - at least MBPS upload and MBPS download speeds
• Knowledge of online accounting software (Xero, QBO, etc.) is an asset

If you are selected for an interview, you'll be asked to submit a one-way video application.