US Bookkeeper

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 services

Monthly

• Process payroll, including gathering employee time sheets, receiving approval from managers, and schedule paychecks.
• Gather all client bank statements
• Reconcile all client accounts
• Send invoices for client accounts receivable services
• Schedule bill payments for client accounts payable services. Ensure clients approve payments
• Send monthly reports to clients
• Host Zoom calls with clients to answer questions and review reports
• Send monthly Missing Information Requests (MIR) to clients
• Follow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via Zoom

Weekly/Daily

• Answer all client and BKA team communications
• Update project management software with progress reports
• Enter 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 CST
• Attend daily 30-min team huddles at 9:00 AM CST
• Send daily recap to manager with project updates

As needed

• Email clients updates and questions regarding their accounts
• Collect contracts and documents regarding new employees, vendors, customers, etc. Ensure client vendors and customers are set up correctly in QBO, payroll software, and payment systems
• Clean up client accounts as assigned
• Other duties as assigned
• Must be available for Zoom calls 9 AM - 5 PM central standard time

Ideal Profile:

EXPERIENCE AND SKILLS REQUIRED:

• Degree in accounting or related field is required
• 3+ years of experience in finance, accounting, or relevant field
• US bookkeeping experience is required
• Quickbooks Online certified is a huge plus
• Familiarity with US small business taxation is a huge plus
• Proficiency in Quickbooks Online, Excel, and Google Sheets
• Speak fluent English
• Excellent written communication skills
• Responsive
• High attention to detail
• Enjoys problem solving
• Keeps their promises and deadlines
• Loyal and a team player
• Self-sufficient and organized
• Committed to doing the work as if it was their own client

Tech Requirements:

• Computer - at least i5 or equivalent with 8gb RAM
• Internet Speed - At least 50 MBPS Download speed