Requirements:
Expert proficiency in QuickBooks Online
Be familiar with QuickBooks Desktop and Xero (just so you know how to extract data from those systems and get them into QuickBooks Online, if needed)
Activities & Responsibilities:
Be the accounting expert onboarding all new clients to our accounting systems
Gather all needed client documentation
Be able to convert cash-basis clients to accrual-basis, if needed
Set up the chart of accounts
Set up the entire month-end close process (using the templates/tools we provide them)
Communicate with clients on any questions
Set up the monthly reporting template (using templates/tools we provide them)
Essentially, implement our playbook with new clients and then hand the client off to a bookkeeper for ongoing maintenance
Required Hard & Soft Skills:
communicate clearly
very good project management—they’ll be working with many clients at once and will need to be efficient with their time
Apply via :
www.linkedin.com
