bookkeeper Remote
Job description
We are so excited you are here! I am Jennifer and we are JKCPA, a modern full-service accounting practice with a mission to act as a financial “one-stop-shop” for owner-managed businesses.
We are taking the stuffy corporate feel out of the necessity of financial awareness for business owners and making it accessible through excellent customer service and a strategic skilled approach to problem-solving. While we love getting into the numbers, we love to get to know (and sometimes sample!) our clients’ businesses from the inside out. We believe that accounting doesn’t have to be the source of chagrin, and want to empower our clients to confidently look through their numbers to inform business decision making.
We are a fully remote team, but we stay connected through our weekly coffee chats and use our project management software – Zoom, Slack, Loom & Karbon. Always available to each other, we work together through issues as they arise ensuring that the end result is a clear, well-informed recommendation/presentation of data for our clients. We don’t just work for our clients, we are invested in their financial success and results. Now the exciting part - we are growing!
We’re looking for a Bookkeeperwith an entrepreneurial spirit and an interest in management to be a part of this exciting next stage. This individual knows that there is nothing more satisfying than getting an account to reconcile to the penny.
This opportunity is perfect for someone who has experience in cloud-based bookkeeping, implementing new systems and processes, and managing project timelines and client expectations. Communication and accuracy are at the heart of success in this role. This position has a high amount of autonomy, and while we are a small team currently, there is a large opportunity to grow and scale with us as this team expands. This role will take on some of the JKCPA process management as well as some administrative duties in order to get a full scope of the needs of the growing business. This will help inform us of what staffing needs we have in the coming months.
Am I describing you? Keep reading!
Here are the things that you’ll own day to day:
- Working on client files including completing full cycle bookkeeping, month end adjusting journals entries, bank reconciliations, generating and interpreting reports from various third party platforms (such as Shopify, Amazon, Stripe), maintain financial reports, researching transactions, maintaining AR, AP and Payroll when necessary. Also; prepare HST & WSIB returns quarterly, generate financial statements, cashflow projections and performance analysis reports.
- Monitoring deadlines; ensuring reporting deadlines are met as outline by both the CRA and client requirements.
- Onboarding new clients; setting up their client files within specified platform, maintaining their files and identifying areas of improvement.
- Business Development duties include: Creating new systems and processes to improve efficiency, participating in new client calls & follow-up communications,
- Be responsive; available for professional and friendly client communication via, email, phone and video conference.
- Embodying our core values: We are Different, Client Success is Our Success, Balance Between I & We
- Bookkeeping clean up
Our Ideal Candidate:
- Is CPB (Certified Professional Bookkeeper) or is working towards it.
- Has experience (3+ years) using QuickBooks Online and Xero.
- Has experience running payroll and maintain payroll records in Ontario.
- Has familiarity with using Karbon as a CRM tool and common third-party commerce and payment processing platforms (such as Shopify, Amazon, Stripe and Square).
- Values Communication and Client Experience as pillars of a healthy work exchange.
- Enjoys working independently and takes pride in own work.
- Is conscientious and thorough, calm in stressful situations and functions well in a transparent, collaborative working style.
- Our clientele consists of business owners across a variety of industries; an interest in learning about different industry stranders and practices is an asset.
- Has a desire to change the reputation of accounting firms to be an approachable and calming force for clients.
What we offer:
- Completely remote, with the opportunity for flexible hours as requested.
- Health benefits, including a health & wellness spending account of $1,200 per year
- 3 weeks of vacation across the company
- A $1,200 annual learning and development budget
- Semi-annual 360 reviews of your role, salary and corresponding market and cost of living adjustments
- Quarterly team lunches (choose what you want with your Uber Eats Gift Card)
- Pay Range: $50 – 55k Annually
Our Hiring Process:
● Step 1: Please submit your resume to [email protected] the subject line: JKCPA FT Bookkeeper Position. If you are selected, you will be contact to schedule an interview.
● Step 2: Once our interview is scheduled, you will be sent a quiz activity to be completed in Microsoft Forms. This enables us to get to know your style and experience as a flavour creator. It's designed to be fun and takes well under an hour to complete.
● Step 3: A call with Jennifer, your potential manager, to discuss the basics of the role and our company, as well as dive deeper into your experiences, goals, and style, and review the quiz activity results.
● Step 4: Offer.
The Downside; We know as a company there are things we are still working on perfecting and we like to be transparent about the challenges ahead. Here are some of the areas we are working on:
Creating Structures that Work – We’re a small firm, but growing quickly! Although we are working hard to manage this growth by implementing practice management tools to help us manage tasks, deadlines, and workflows, as we figure out what works best for our firm there may be some growing pains along the way to ensure that processes are compatible with our working styles, and consistent throughout the practice.
Managing Client Relationships – Although a fairly new firm, we want to ensure that we remain conscientious when bringing on new clients (not saying yes to everyone!). We only want to work with clients that appreciate and value what we bring to the table.
Team Growth – As the business grows, so will the team! And as important as it is to find clients that compliment our values, it is just as important to find teammates that do as well. This also means that in some instances, the onboarding and training of these new members will be a collaborative effort.
JKCPA provides accommodation during the recruitment process should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at [email protected].
Job Types: Full-time, Permanent
Salary: $50,000.00-$55,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Tuition reimbursement
- Wellness program
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Application question(s):
- Do you have experience preparing basic tax returns (T1's or T2's?)
- Do you have experience working with Karbon as a CRM tool?
Experience:
- bookkeeping: 3 years (required)
- QuickBooks Online: 3 years (required)
- Xero: 2 years (required)
Work Location: Remote
