JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO :
This role will take the lead on 30-50 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 tax and payroll team for business, personal, and payroll tax filings, including preparing 1099 packets, collecting documents, and assisting with closing entries.Review client and internal processes and update Standard Operating Procedures (SOPs)Attend performance reviews semi-annually and help develop company strategies to improve our servicesMonthly
Process payroll, including gathering employee time sheets, receiving approval from managers, and schedule paychecks.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 clientsHost Zoom calls with clients to answer questions and review reportsSend monthly Missing Information Requests (MIR) to clientsFollow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via ZoomWeekly / 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 60-90-min team trainings on Tuesday mornings at 9 : 30 AM CSTAttend daily 30-min team huddles at 9 : 00 AM CSTSend daily recap to manager with project updatesAs needed
Email clients updates and questions regarding their accountsCollect contracts and documents regarding new employees, vendors, customers, etc. Ensure client vendors and customers are set up correctly in QBO, payroll software, and payment systemsClean up client accounts as assignedOther duties as assignedMust be available for Zoom calls 9 AM - 5 PM central standard timeIdeal Profile :
EXPERIENCE AND SKILLS REQUIRED :
Degree in accounting or related field is required3+ years of experience in finance, accounting, or relevant fieldUS bookkeeping experience is requiredQuickbooks Online certified is a huge plusFamiliarity with US small business taxation 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 clientTech Requirements :
Computer - at least i5 or equivalent with 8gb RAMInternet Speed - At least 50 MBPS Download speed