We’re looking for a deadline-driven, detail-oriented, team player who loves to take pride in their work, and always has the big picture in mind!
DOES THIS SOUND FAMILIAR?
You love challenging yourself to complete tasks on time but you also take pride in the accuracy of your work.
Efficiency is a word you take seriously and love coming up with innovative ways to get things done faster and more accurately.
You take initiative in projects and supporting your teammates and clients and share new and fresh ideas with others.
Creating accuracy in clients books is important to you and you love following processes and even creating them.
You’re someone who loves the entrepreneurial world, but doesn’t want to be an entrepreneur yourself.
You love structure but also working in an environment where your opinions matter.
You’re a team player, always ready to give a helping hand and you constantly give praise to those you see crushing it.
Do you want to join a process driven, fast-paced team of go-getters, who are on a mission to help digital marketers to find freedom, creativity, and convert their stories into a strategic way to transform their numbers through proper bookkeeping and consulting.
We are looking for a Bookkeeping Assistant for our badass team!
Why is Olive Branch Bookkeeping your dream company?
We pour everything into our team and clients, we provide freedom and flexibility in your work environment and we translate that to our clients. We invest in your future, your growth, and not just in the company but also in your life. Family is life to Olive Branch Bookkeeping and we understand we provide you a position you love, that pours into family life.
Let’s talk about the logistics of the position:
- We’re looking for a Bookkeeping Assistant that wants to grow with our company.
- This is a part time position with 5 – 10 hours per week.
- The pay is $20/hour + bonus opportunities based off performance in the company.
- This is a contractor position but with hard work and dedication, we’d love to bring you on as a full time employee.
- We work 100% remotely (which means, you can wear your PJs all day and no one will mind).
Bookkeeping Assistant Position
Responsibilities & Role Specifics:
You’ll be responsible for assisting not just clients but also the team in executing day-to-day work that moves the needle forward. Your work is a vital part of what we do, is extremely valued and an opportunity to make a difference.
You need to be all about the details, ready to take action when needed and you don’t race through the work and instead you’ll be focused on ensuring there’s consistency and accuracy. You’ll need to piece together the work others have done and pick up where they left off, especially when extra support is needed.
In addition to the above, you MUST follow systems, processes, and SOPs created in the company. Just to test whether you’re detail oriented and can follow instructions, please include ‘I’ve found my dream company’ in the subject line of the email. You’d be surprised how many people blindly apply and we’re not messing around and looking for a badass, thorough team member to add to our team.
Responsibilities Include:
- Respond to clients and get their questions answered
- Client support in billing issues, service updates, general support
- Create client surveys and forms to ensure we’re serving our clients to its fullest
- Manage your calendar effectively to ensure you’re on time to any important meetings
- Attend weekly team meeting
- Effectively manage your day-to-day tasks to ensure deadlines are hit
- Manage your assigned clients and communicate any issues you find with the team
- Set up rules inside of QBO to create more efficiency
- Upkeep client satisfaction and strategize ways to improve the level of service provided
- Fetch and pull bank statements for clients
- Reconcile all necessary bank accounts, asset accounts, loans, etc. in QBO
- Communicate with team members via Slack in a professional manner
- Create client specific requests in Keeper
- Store any and all documentation received by clients
- Maintain a clean virtual storage for the team
- Classify receipts in Hubdoc and publish to QBO
- Keep a list of typical questions to create an FAQ database for future reference
- Document core SOPs and processes to ensure efficiency
- Maintain client profiles in Notion and update as needed
- Take control of client requests including and not limited to technical issues, billing issues, questions or concerns
- Receive payments and match to bank feed in QBO
- Create essential journal entries with detailed reports and ensure accuracy
- Review all necessary reports to ensure proper upkeep of books for clients
- Manage month end close for each of your assigned clients and ensure deadlines are met
*The above list are the main parts of this job, but be mindful that this job might encompass other tasks as well
MUST HAVES:
- QBO Certification
- Knowledge of Google Sheets / Excel
PREFERRED:
- Knowledge of Hubdoc
- Knowledge of ClickUp
- Knowledge of Keeper
- Knowledge of Notion
SOUND LIKE YOU…
Are you ready to work for a company that truly cares about you, your success and wants to support your long term growth? Are you tired of working for others that don’t appreciate you, don’t take you seriously or discredit your opinions and ideas?
That’s what we’re here for … we want YOU to feel needed and wanted in the role you play in our company. We understand that we’re asking you to trade your precious time to work with us (but don’t worry, we won’t ever make you work on the weekends so you can spend time with your family.
If this sounds good to you, follow the instructions below to apply.
INSTRUCTIONS TO APPLY:
- Fill out the application here: https://forms.gle/MkbBp92zm9KusmxK7
- Email the following to angee@olivebranchbookkeeping.com:
- Short video introducing yourself, why you’re the perfect fit for this position (this video is required and it’s OK if you’re nervous, we just want to get to know you better)
- Include your secret subject line