WE'RE LOOKING FOR A HIGH-ACHIEVING, DETAIL-ORIENTED, LOYAL, INTRAPRENEURIAL, TEAM PLAYER
WHO LOVES PUZZLES, NUMBERS, AND EMBRACES TECHNOLOGY AND IS PASSIONATE ABOUT CLIENT EXPERIENCE.
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 Bookkeeping 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 Bookkeeper 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 15-20 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).
🔘 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're really looking to GROW!
🔘 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:
WE WORK REMOTELY (AKA VIRTUALLY💻)... 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.
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, check in & out each day and be within one of the US timezones. We support clients across the US & our HQ is in Arizona (our own timezone altogether)!
THE WORK IS ACCOUNTING, BUT IT'S STILL FUN & YOU'RE MAKING A DIFFERENCE!
You'll be handling the accounting for 5-10 online business clients who are doing incredible things. You'll be communicating with clients for missing information and working as a team with the Client Manager to get accurate and timely information to our clients so they can make a bigger impact too.
YOU'LL HAVE TIME TO LEARN & GROW...
One of our core values is growth—personal, professional & financial. Growth mindset plays a critical role in your success as a human, so we provide time & resources for you to continue your education personally, professionally and financially. In fact, continuing education is required. In other words, we pay you to learn.
✅ Has 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!)
✅ Has an associates degree in accounting or a bookkeeping certificate PLUS a few years of experience and has a firm grasp on debits and credits
✅ Ambitious, self-motivated, and enjoys problem solving
✅ Always thinking 5 steps ahead and takes initiative
✅ Loves 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!)
➕ Has worked 2-3 years in some sort of bookkeeping or accounting role, whether private, public, or a small business
➕ 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
Responsibilities + Role
BOOKKEEPER + ONBOARDING SPECIALIST
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:
Ensure a quick & smooth onboarding experience for new clients
Keep Client Information up-to-date across Notion, Dubsado, and Asana
Setup New Clients in Xero & Hubdoc
Organize digital client files in Google Drive
Run Payroll in Gusto
Review quarterly payroll reports for accuracy
Research + Register clients with various jurisdictions (sales tax and employer taxes)
Request bank statements from clients monthly
Review & Code invoices/bills in Hubdoc
Reconcile daily deposits with Point of Sale (or Ecommerce Platform)
Match & reconcile bank feed transactions in Xero
Ensure proper documentation/receipts for all business transactions
Send client google sheet with questions on transactions (missing receipts/info for coding)
Review & Reconcile Accounts Receivable Aging
Review & reconcile Accounts Payable Aging
Review chart of accounts transactions for accuracy
Reconcile Bank accounts & credit cards, follow up on outstanding items
Reconcile Balance Sheet accounts
Maintain Fixed Asset Ledger
Amortize Prepaid Expenses
Review Vendor files to prepare for 1099 reporting
Process Year End 1099s in Tax1099.com
Your Secret Subject line is "Rockstar Bookkeeper"
Prepare monthly financial reports for Controller's review
Prepare month end hand off document to ensure a smooth hand off to Client Manager
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
Monitor the Client Care shared inbox for client issues/questions; delegate or escalate if needed, but be willing to take control and answer questions from the clients you work on.
Utilize Xero Ask for all client requests (queries) or missing info
Attend weekly team meetings
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.
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 bookkeeper 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 (preference given to AZ, KY, and CA residents) and available for team meetings PLUS do what it takes to hit deadlines
How to apply:
Send us your resume (in PDF format) along with the following:
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.)
Include your "secret subject line"
If you want to take the Clifton Strengthsfinder and share your top 5 strengths, we'd love to know what they are!
Send all the above to [email protected]