Overview:
At Strategic Financial Reporting, Inc. (SFR), our mission is to provide clients with superior personalized bookkeeping, tax, accounting, and consulting services by implementing practical solutions for our clients?iverse needs. Bookkeepers that work for SFR are entitled to create their Perfect Job Position. As a bookkeeper, you will have the right to change your schedule, number of assigned clients, and other duties so that we can ensure you are always working your Perfect Position. We are looking to hire an ambitious bookkeeper and great communicator who wants to work full-time and support small to mid-size businesses.
Basic Functions:
The bookkeeper would use their expertise to remotely assist small businesses with their monthly, weekly, or daily bookkeeping needs so that the client can focus on running their business. They will manage day-to-day relationships with clients while performing within established processes and budget parameters per the client's bookkeeping engagement. They will complete bookkeeping tasks per the specific client's business needs for support.
Client Bookkeeping - Main Responsibilities:
These tasks vary depending on the client and their individual needs for bookkeeping services. Possible tasks may include but are not limited to the following:
?rovide exceptional bookkeeping services to your clients via QuickBooks Online.
?emonstrate a thorough understanding of professional accounting and bookkeeping practices.
?eet with your clients via virtual meetings as needed to answer questions and support their business ventures.
?lose the books monthly & send monthly email reports of work to date to the client.
?anage accounts payable and accounts receivable.
?anage bookkeeping & accounting journal entries.
?aintain the chart of accounts.
?reate the company's financial statements to prepare for analysis and annual tax preparation.
?onduct periodic reconciliations of all accounts to ensure their accuracy.
?rocess payroll per client needs (weekly, bi-weekly, monthly, etc).
?rovide clerical and administrative support as requested.
?ssue invoices to customers.
?ay supplier invoices in a timely manner.
?ay any debt as it comes due for payment.
?nsure that receivables are collected promptly.
?ecord cash receipts and make bank deposits.
?ollect sales taxes from customers and remit them to the government.
?ag and monitor fixed assets.
?nsure that the client is compliant with local, state, and federal government reporting requirements.
?upport client onboarding process for all assigned client engagements in accordance with defined processes.
Team Collaboration:
As a fully remote telecommuting position, communication is one of the most important and valued skills at Strategic Financial Reporting, Inc. All team members are expected to communicate powerfully in all aspects of client support and internal services.
?dentify and recommend to your manager and the administrative team areas where we may be able to provide additional services or tools to improve client value and efficiency.
?ollaborate with your manager, the administrative team, and the tax preparation team to ensure all clients are satisfied with our services through timely and effective communication, delivery on deadlines, and stellar bookkeeping support.
?FR values growth and shared learning. You are encouraged to continue your education and training to ensure you stay up to date with the latest changes. All employees are expected to share what skills and training upon completion of the course.
?onthly one-on-one meetings with your supervisor ensure that you and your supervisor are on the same page and allow us to guarantee that you continue to work your Perfect Position.
Core Values
These are the ten core values that Strategic Financial Reporting team members live by:
?o What You Say You are Going to Do.
?ncrease Your Quality of Life. Work Smart- Do More With Less.
?e Passionate and Determined. Love What You Do or Don? Do It.
?e Adventurous, Creative, and Open-Minded.
?ursue Growth and Learning.
?uild Open and Honest Relationships With Effective Communication. Over-Communication Trumps No-Communication.
?uild a Positive Team, Family Spirit and Laugh Every Day.
?everage New and Innovative Technologies.
?ropose Solutions to All Problems
?lways Do Your Best.
?+ years of demonstrated ability to provide detailed bookkeeping and accounting support.
?uickBooks Online Certification
?+ years of experience using QuickBooks for/in a professional organization.
?amiliar with Outlook and Office 365 Online Suite (Outlook Online, Microsoft ToDo, Microsoft Teams Meetings, and SharePoint/OneDrive).
?ble to communicate powerfully, clearly, and professionally - both orally and in writing.
? passion for and a sense of personal satisfaction in assisting clients and ensuring that they are successful in running their small businesses.
?onfidence in learning and embracing new technologies, and a willingness to consistently and accurately follow established policies and procedures.
?fficient with deadlines
?illingness to build strong remote team relationships based on trust, accountability, integrity, and shared learning and training.
?edicated office space with a reliable, high-speed internet connection.
?apacity and commitment to work 40 hours per week.