Job Description

IN a nutshell:

On site parking available and walkable to downtown Red Bank. Company is really big on cultural fit for any new hires so interviews wll be with staff and owner.

Colleen Healey is the owner and is looking to add another bookkeeper to her team. This is a new position as the company continues to onboard new clients and needs to grow their team.

• QuickBooks experience is mandatory

• Knowledge of running payroll, paying bills and recording financial transactions within QBO (quickbooks online)

• In this office, everyone does everything. This involves getting packages from the lobby to taking out trash to ordering lunch.

• No benefits but open to a "reimbursement" for the right candidate

• Unlimited PTO

• Wants person working during business hours but flexible if they need to work from home with a sick child or other reason. Just not looking for someone who wants to work a parsed schedule (i.e. 9-1 and 6-8)

Interview Process:

• Zoom screen with our team

• Zoom with Dee and/or Carol (full time bookkeepers on staff) Colleen won't hire someone who her team does not agree upon

• In-office meeting with Colleen and team

• Coffee/lunch (this could be where offer is extended if it is a fit)

They are OK with taking someone who was an internal bookkeeper for a company or someone who worked for a CPA/bookkeeping firm.

Pay up to $60k for the right person.

Our fee - 15%, 60 day guarantee.

TITLE: Bookkeeper

JOB SUMMARY: The Bookkeeper is an individual contributor with the overall responsibility to maintain a client’s QuickBooks file and ensure it is kept current. At the end of each month, when all reconciliations have been completed and any unknown transactions clarified, financial statements are provided to the client.

RESPONSIBILITIES:

1. Monthly bank and credit card reconciliations .

a. Download bank statements.

i. Coordinate with clients when security codes are needed for access.

b. Download CSV files from bank and credit card websites.

i. Format & import CSV files in to QuickBooks Online as needed.

c. Prepare report of unknown transactions & update transactions as information is received.

2. Payroll.

a. Onboard new employees.

b. Send email reminders to employees regarding timesheet due dates.

c. Review timesheets.

d. Process payroll through ADP.

e. Notify clients of cash requirements.

3. Client Accounts Receivable and Accounts Payable management – as it may or may not apply to each client.

4. Maintain communication with clients regarding their QuickBooks Online account and any items related to their financials.

5. Prepare annual reports for clients’ accountants.

CORE COMPETENCIES:

Job Performance

Skills Required

· Experience with the following:

· QuickBooks Online

· QuickBooks desktop

· Microsoft Excel

· Microsoft Word

· Outlook email service

Customer Focus

· Executes monthly reconciliations in a timely manner.

· Anticipates and responds to client requests.

· Communicate with clients as needed.

· Provide financial statements to clients in accordance with monthly tasks.

Relationship

Interpersonal Skills

· Good communicator

· Interfaces with clients in a professional and courteous manner.

· Assists team members on projects or tasks as needed.

· Support the owner in maintaining a high level of customer service for the clients.

Personal Attributes

● Integrity – Demonstrates s sense of responsibility and commitment to the organization. Follows through on commitments and admits to mistakes.

● Dependability – Can be relied upon to handle a fair workload, meet deadlines and commitments and accept responsibility for actions. Demonstrates ability to work independently and as part of a team.

● Decision Making: Gathers sufficient information to act decisively and makes timely and informed decision. Considers the short term impact of decisions, including the risks and reactions of others. Takes a long-range view of the potential consequences.

● Problem Solving: Takes a proactive approach to anticipating and preventing problems. When problems occur defines the problem, investigates obstacles and evaluates the potential impact of possible solutions.

● Initiative: Works independently to solve problems. Looks for opportunities to take on more responsibility.

● Time Management: Manages time and prioritizes tasks in adverse situations to ensure that deadlines are met. Strives constantly to improve personal effectiveness and accepts responsibility for deadlines and results.

● Confidentiality: All proprietary company and personal client information are kept in strict confidence and will not be shared outside of the organization as per applicable company guidelines and official regulations.

Education, Training, Certifications and Experience

Required

● 5+ years of bookkeeping experience

● Proficiency in QuickBooks

● Minimum of 2 years college experience

● Working knowledge of excel

Preferred

● 4-year college degree

● Tech savvy

● Experience with AI

Disclaimer – “Not an exhaustive list and Company reserves the right to revise at any time. Employment is at-will. The employee must be able to perform the essential functions of the position satisfactorily and that, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

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