WE'RE HIRING!

WE'RE LOOKING FOR A HIGH-ACHIEVING, DETAIL-ORIENTED, LOYAL, INTRAPRENEURIAL FORWARD-THINKING TEAM PLAYER

WHO WILL COMMUNICATE, LOVES PUZZLES, AND EMBRACES TECHNOLOGY & IMPROVING SYSTEMS.

 

Does this sound like you?

You’re a planner & implementor and you can manage your own deadlines. Your superpower is managing multiple projects and task lists

You’re a natural problem solver. When you see a problem, you know there’s a solution and you’ll find it. You’re super resourceful!

You’re analytical & strategic. You like to know the why behind what you do and figure things out.

You love details but know when not to let them bog you down.

You take ownership and bring ideas to the table, ready to implement them.

You’re someone who loves the entrepreneurial world, but doesn’t want to be an entrepreneur yourself. We call this the INTRAPRENEUR.

You aren’t afraid of communicating with vendors, clients, team, and others virtually, and you understand how important it is!

You understand what Of Course Financial is all about and you’re ready to play a critical role I helping us level up our clients!

 

DO YOU WANT TO JOIN AN ENTHUSIASTIC TEAM OF FAST-PACED GO-GETTERS, WHO ARE ON A MISSION TO HELP CLIENTS UNDERSTAND THEIR NUMBERS SO THEY CAN GROW THEIR NUMBERS AND HAVE MASSIVE IMPACT?

We are looking for a Rockstar Account Manager to join our team!

 

Imagine what it'd be like coming to work where you're respected and have the opportunity to grow and learn new things while truly making an impact in the lives of others. You're surrounded by a team of ambitious bookkeepers who are supportive, encouraging, and push you to grow into the best version of yourself!

 

Imagine being not only appreciated but also celebrated for your hardwork and being able to streamline the way you do things instead of being told "that's just how we've always done it."

 

We're a growing company and we're looking for a four-leaf clover (Hint, that could be you!) to join our team and help us meet our mission.

Let's get the bad news outta the way first:

🔘 The hours start around 10-15 hours per week BUT as you (and we) grow, this can become a fulltime position with our company, so we're looking for someone who's in it to win it. Hours may increase during busy seasons or month end (but honestly, nothing like most accounting firms).

 

🔘 If you're looking to work with us and build your own business, then this is not the right role for you (see above). 😭

 

🔘 We're looking for someone who can add to our team with these part-time hours, but feel like this could be their full-time home, and this is NOT a fit if you're trying to build your own biz.

 

🔘 We require all hands-on-deck and more hours during busy times to support the influx of work required (while we support taking vacations, we probably won't approve requests for time off right around crucial deadlines (January 31, Month End Close, etc).

 

 Now let's talk about the good stuff:

  1. WE WORK REMOTELY (AKA VIRTUALLYđŸ’»)... Which means you don't have to wear 'business casual' or sit in traffic. You can come to work in your PJs or yoga pants. Whatever floats your boat. Just please wear clothes.

  2. THE HOURS ARE FLEXIBLE...
    We'll work with you to create a schedule & routine that is good for us both. Our only requirement is that you show up for weekly team huddles (Thursday mornings), hit your deadlines, and be within one of the US timezones. We support clients across the US & our HQ is in Arizona (we run the business on Pacific Time).

  3. THE WORK IS ACCOUNTING, BUT IT'S STILL FUN & YOU'RE MAKING A DIFFERENCE!
    You'll be handling and/or overseeing the accounting for 10-15 online business clients who are doing incredible things. You'll be communicating with clients for missing information and working as a team with the bookkeeper to get accurate and timely information to our clients so they can make a bigger impact too.

  4. PART TIME BENEFITS! 
    Even as a part-time employee, you have access to benefits like: accruing PTO, medical reimbursement, a company computer & office stipend, and 401k + match.

 

Must Haves:

✅ A superior grasp of the English language and can communicate verbally and in writing without coming across brash and abrasive to clients (soft skills are important!)

✅ An associates or bachelors degree in accounting or a bookkeeping certificate and has a firm grasp on debits and credits

✅ Have worked 1-3 years in some sort of bookkeeping or accounting role, whether private, public, or a small business and comfortable client-facing

✅ Ambitious, self-motivated, and enjoys problem solving

✅ Always thinking 5 steps ahead and takes initiative

✅ Love for researching & answering questions—being the 'go-to person'

✅ Flexible with shifting priorities and managing time

❌ Not a procrastinator

✅ Comfortable on Zoom & camera

✅ Available for weekly team meetings and/or 1-1s, daily checkins and checkouts (via Slack)

✅ Must be willing to document and improve all systems + processes (We use Loom to record processes, Notion to document them, & Asana to execute them)

✅ Comfortable working independently with technology and in a 100% cloud-based environment (no paper!)

Preferred:

➕ Interested in or actively pursuing CPA (our CEO & Founder is a CPA, so we can help you with getting those hours of experience)

➕ Has knowledge of cloud-based technology & comfortable with iOS (Mac). Some of the systems we use (and can train you on): Google Workspace, Gusto, Stripe, PayPal, Xero, Asana, Notion, Excel/Google Sheets, Slack, Canva, Shopify, Dubsado, Spark, Hubdoc, Adobe Acrobat, 1Password, TaxJar)

➕ Has read Profit First by Mike Michalowicz

➕ Familiar with Sales Tax & Payroll Taxes

➕ Familiar with the Online Course Industry

 

Responsibilities + Role

ACCOUNT MANAGER:

 

The Client Manager is responsible for the overall relationship with the client, ensuring deadlines are met and communication is transparent & open with clients, driving customer satisfaction and consistency of client services.

We need a positive team player who thrives on getting sh** done (and doesn't mind a few swears). You need to be detail oriented. In fact, we're so serious about that, that there's a secret subject line you need to use in your job application, just to prove how detailed you are! Here's what else we'll need from you:

      • Review monthly bookkeeping/accounting:
        • Review financial statements for inaccuracies/inconsistencies
        • Review Bank Reconciliations
        • Review Balance Sheet & Cash Flows
        • Communicate with Bookkeeper/Accountant about rework/issues or handoff
      • Ensure financials are delivered to clients with summary by deadline
      • Ensure appropriate response time for client communications according to client scope
      • Your Secret Subject line: Rockstar Account Manager
      • Manage Onboarding of new clients, including:
        • Monitor onboarding automations in Dubsado
        • Setup project management in Asana
        • Setup of Client Folders in Google Workpace
        • Xero File
        • Setup of Hubdoc
        • Setup of Payroll in Gusto
        • Collect new client documents & followup when needed
        • Lead Client Onboarding Meetings
        • Add client email to email marketing system (Kajabi)
      • Establish & document scope & process for client workflows
      • Perform Diagnostic of Books and/or catchup cleanup of client books
      • Update Client Nuances information
      • Hand off New clients to Staff Accountant or Bookkeeper
      • Perform monthly trend analysis on client financials
      • Interpret Financial Data for meeting with Client
      • Summarize financials & KPIs for client meetings, emails, or loom videos
      • Communicate process changes with bookkeepers
      • Lock periods in Xero after final financials are issued each month
      • Meet with Clients or send Loom videos each month or quarter
      • Review year end 1099s
      • Review Payroll Reports for accuracy
      • Register and File for Sales Tax or Payroll Tax in various jurisdictions
      • Monitor client annual corporate filing
      • Update Asana, keep status notes, and check off tasks when completed
      • Organize Standard Operating Procedures (SOPs) in Notion and make note of any suggestions for improvements + take initiative to improve + update SOPs when needed
      • Utilize Xero Ask for all client requests (queries) or missing info
      • Attend weekly team meetings
      • Check in and out in Slack daily
      • 30-45 minutes per week of continuing education (specific education may be assigned by your manager)
      • Track your KPIs weekly and be prepared to present them at team meetings:
        • of Tasks Past Due
        • of Tasks Blocked
        • Rework (tasks sent back to you for correction)

*Although these are your main responsibilities, this job might encompass other tasks as well.

Requirements

  • Sitting or standing at a desk for the majority of your workday

  • Possible travel once or twice per year (to team retreats or conferences)

Sound like a good fit?

 

We're looking for a rockstar accountant to start ASAP and we can't wait to meet you!

We'll likely receive a mountain of applications for this position, so MAKE YOUR APPLICATION STAND OUT!

 

*Important: This role is more than just day to day accounting tasks. We're looking for someone to cultivate a positive relationship with our clients and team, be innovative & strategic, helpful to the team and make sure our clients can make the best decisions for their business from the numbers we provide!

Here are a few other details before you apply: 

➕ This is a part-time position starting at 15-20 hours a week with room to grow into a full-time position 

➕ We WANT someone who is “in it to win it” + you don’t own your own business or side hustle

➕ If you are hired and you're a total rockstar (which I’m sure you are) then you can grow into a higher level role where you can thrive and make more $$$

➕ This is a virtual position (work from anywhere) and our only requirement is that you're based within one of the US Timezones and available for team meetings PLUS do what it takes to hit deadlines

How to apply:

  1. Send us your resume (in PDF format) along with the following:

  2. Record a short 1-3-minute video telling us why you're the perfect fit for this position, what you expect to be paid hourly and why you'd fit right in with US! (this video is required and we want you to know... it's ok if the video isn't perfect or you're nervous... we just want to make sure you're a real human and hear what you have to say.)

  3. Include your "secret subject line"

  4. Send all the above to [email protected]