The Bookkeeping Artist is a boutique accounting firm specializing in service and expert-led small businesses. They offer bookkeeping, tax, payroll, and financial coaching services. Katherine Pomerantz, our team leader, is an actress-turned-accountant and money coach. She capitalized on her artistic background to create the Money Storyteller Method™ a framework to help business owners re-write bad money stories and instead use money as a Teammate to map, measure, and achieve their ambitious goals.
The Role
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO :
- This small, collaborative team is seeking a full-time Payroll Specialist & Bookkeeper to provide the efficiency and attention-to-detail that makes BKA’s services exceptional.
- This role will take the lead on 15-25 client accounts. When we say “take the lead” we mean that BKA bookkeepers can independently :
- Answer all client emails and questions. If unable to answer a client’s questions, they seek out a Team BKA expert for the answer, then follow up with team members and clients to ensure client needs are met
- Proactively provide checklists of required documents and deadlines for client use
- Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
- Thrive and adapt as clients grow and their systems and processes change
- Manage their own time and assigned projects to meet all deadlines and compliance requirements
- Follow up with clients and fellow team members regarding open projects and deadlines
- Maintain their knowledge of US tax and payroll requirements and can evaluate all client records for accuracy
Annually
Coordinate with payroll team for 1099 and W2 reporting, including collecting W9s and receiving client authorizationCoordinate with tax team for business and personal tax filings, including collecting documents and assisting with closing entriesMonthly
Gather all client bank statementsReconcile all client accountsSend invoices for client accounts receivable servicesSchedule bill payments for client accounts payable services. Ensure clients approve paymentsSend monthly reports to clientsSend monthly Missing Information Requests (MIR) to clientsFollow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via ZoomAttend monthly 2-hour team training sessions via Zoom at 9 AM – 11 AM CSTBi-weekly
Pull timesheets and process payrollCollect employee documents, receipts, etc. for reimbursementSend payroll registers to clients for approvalEnsure payroll software accurately pays taxes and salaries. Schedule any additional cash transactions to retirement accounts, insurance premiums, and other employee benefitsWeekly / Daily
Answer all client and BKA team communicationsUpdate project management software with progress reportsEnter client transactions via Keeper, a client management tool, and Quickbooks Online (QBO)Attend weekly 30-min team huddle sessions on Tuesday mornings at 9 AM CSTAs needed
Coordinate with tax specialist to set client salariesEmail clients updates and questions regarding their accountsCollect contracts and documents regarding client new hires, accounts receivable, etc. Ensure client employees are set up correctly in payroll system.Ensure client vendors and customers are set up correctly in QBO and payment systemsOnboard new payroll clientsClean up client accounts as assignedOther duties as assignedSchedule : 11PM to 7AM Philippine Time
Full-Time Team Member Bonus :
Paid Time Off (PTO) : All full-time team members receive 21 paid days off annually. These are accrued at a rate of 1.75 days per month and can be used for any reason – vacation, sick time, mental health time, holidays, etc. You must use PTO for all time off. After 3 years, PTO increases to 30 paid days off annually accrued at a rate of 2.5 days per month.End of Year Bonus : Bookkeepers have the opportunity to qualify for an annual, end-of-year bonus based on overall company performance and profitability. (This is not a guarantee and is only given in years where the company did well so that everyone can benefit from the success of the company and our shared hard work towards a common goal.)Additional Bonus after 90 Days :
Internet Allowance : You will be reimbursed up to P1500 a month to upgrade your internet connection to 50 MBPS. Upon approval, you may submit your bill for reimbursement every month.Health Bonus : You will be reimbursed up to P5,000 for an individual plan, P3,500 to include a spouse and for each child dependent up to a max of 3 children (for a total max of P14,000). Upon approval, you may submit your bill for reimbursement every quarter.In-Home Helper : Full-time team members will be reimbursed up to P10,000 a month for an in-home helper to assist with cooking, cleaning, and caring for children and other family members. Upon approval, you may submit your bill for reimbursement every month.Additional Bonus after 1 Year :
13th Month Pay : On the anniversary of your hire, bookkeepers receive an annual bonus equal to one month’s pay.Ideal Profile
Tech Requirements :
Computer - at least i5 or equivalent with 8gb RAMInternet Speed - At least 50 MBPS Download speed5+ years of experience in finance, accounting, or relevant field3-5+ years of experience with US payroll laws and proceduresQuickbooks Online certified is a huge plusProficiency in Quickbooks Online, Excel, and Google SheetsSpeak fluent EnglishExcellent written communication skillsResponsiveHigh attention to detailEnjoys problem solvingKeeps their promises and deadlinesLoyal and a team playerSelf-sufficient and organizedCommitted to doing the work as if it was their own clientWhat's on Offer?
Paid Time Off (PTO) :End of Year Bonus :Internet Allowance :Health Bonus :In-Home Helper :13th Month Pay :