Accountability Plus, Inc.
Controller-Level Bookkeeper
Accountability Plus, Inc., Santa Barbara, California, us, 93190
If you are a tech-savvy, talented, experienced, controller-level QuickBooks bookkeeper with managerial skills who desires work/life balance, this could be the ideal opportunity for you.We are a progressive bookkeeping firm for small business, woman-owned, women-led. We are technology-forward, opportunity-driven, and we excel at providing outstanding service to our clients. We encourage paperless solutions, virtual communication, and cloud-based technology. We offer bookkeepers the opportunity of a flexible work schedule that supports work-life balance.We perform background and reference checks on all new hires.POSITION
Provide solutions-oriented bookkeeping services to multiple clients at our corporate office, onsite at client locations, or in the cloud. This position works directly with clients and serves as an internal team manager. This is not a fully remote position. You must be committed to commuting to our office in Santa Barbara on a periodic basis.OVERVIEW
Manage, transact, or support the bookkeeping needs for multiple clients point-of-contact for client; serve as an internal team manager for the clientWork with a diverse group of businesses, communicating regularly with clients to ensure they have a clean set of books, positioning each of the clients for financial successBuild strong client relationships; become the go-to client bookkeeping expertUse your thorough understanding of accounting concepts and operations to perform controller-level workRESPONSIBILITIES & RESULTS
Successfully oversee or transact the daily bookkeeping tasks for multiple clientsSupport daily bookkeeping needs, working as an internal team leader for clientPerform and review daily AP, AR, payroll, bank reconciliations, creating or adjusting journal entriesPrepare financial statements as neededTrack data for W9 retrieval and complete 1099 reporting at year-endTrack data for sales tax prep and produce sales tax returnsComplete various bookkeeping-related projects for multiple clientsMaintain integral communication with clients to review or discuss their bookkeeping activitiesAlign as a partner with client’s internal teamProfessional presentation in person and via email, phone, or virtual conferencingCommitted to working the ACCPLUS WayWHAT YOU NEED TO BRING US
Management skills, preferred – proven ability to successfully manage teamDegree in Accounting, preferredThorough understanding of and experience with accounting concepts and operations, such as: cash flow, trial balance, balance sheet, debits and credits, net income, equity, assets, liabilities, journal entriesMinimum of 7 years’ experience as a successful full-charge QuickBooks bookkeeper, skilled at working with multiple clients and various business entity typesWell versed in QuickBooks Online and QuickBooks Desktop and understanding of both platforms – prefer QBO certificationExcellent tech skills – server navigation, cloud experience, skill with MS Office Suite and Excel, knowledge and skill with QuickBooks integrating appsDeveloped presentation, verbal, written, and interpersonal skillsAbility to prioritize workload, meet deadlines, and manage multiple clients simultaneously – skilled at time management, organization, and planningPossess analytical and problem-solving skillsPLUS
Resilience, persistent, and committed to achieving goalsProactive and motivated work ethicHigh ethical standards and appropriate professional image with a growth mindsetAbility to work independently as well as oversee, lead, and collaborate with team membersFunction well as a productive team member – contribute to the group, accountable, complete tasks on timely basisContinuous improvement mindset: Embrace learning as opportunity to improveCommunicate effectively and professionally with supervisors, peers and subordinates, as well as clients, their agents and vendors, both in writing and verballyEstablish and maintain positive, constructive relationships with supervisors, peers, and subordinatesWork with speed and accuracy, improving processes, making recommendations on process improvement for greater productivity and efficiencyMake decisions that positively affect other people, the financial resources, and the image and reputation of the firmThe hourly wage for this position starts at $30, commensurate with experience. Accountability Plus is committed to offering competitive, fair, and commensurate compensation, and the pay scale provided is the hourly wage range that it reasonably expects to pay for this position. Actual compensation offered will be determined based on criteria permitted under applicable law, including but not limited to a candidate’s job-related skills, experience, education or training, and location.We offer a competitive benefits package to full-time employees that includes medical, dental, vision, life and voluntary insurances. In addition, we support a 401(k) retirement plan, discretionary bonus plan, paid time off, and the opportunity to develop professionally and lead.We are a core-value driven business – which means we hire, release, and reward based on alignment with our core values. We are also an Equal Opportunity Employer and value diversity. Employment is decided on the basis of qualifications, merit, and business need.We follow COVID protocols per state and county regulations.To apply, please email a cover letter and your resume. We look forward to hearing from you.
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Provide solutions-oriented bookkeeping services to multiple clients at our corporate office, onsite at client locations, or in the cloud. This position works directly with clients and serves as an internal team manager. This is not a fully remote position. You must be committed to commuting to our office in Santa Barbara on a periodic basis.OVERVIEW
Manage, transact, or support the bookkeeping needs for multiple clients point-of-contact for client; serve as an internal team manager for the clientWork with a diverse group of businesses, communicating regularly with clients to ensure they have a clean set of books, positioning each of the clients for financial successBuild strong client relationships; become the go-to client bookkeeping expertUse your thorough understanding of accounting concepts and operations to perform controller-level workRESPONSIBILITIES & RESULTS
Successfully oversee or transact the daily bookkeeping tasks for multiple clientsSupport daily bookkeeping needs, working as an internal team leader for clientPerform and review daily AP, AR, payroll, bank reconciliations, creating or adjusting journal entriesPrepare financial statements as neededTrack data for W9 retrieval and complete 1099 reporting at year-endTrack data for sales tax prep and produce sales tax returnsComplete various bookkeeping-related projects for multiple clientsMaintain integral communication with clients to review or discuss their bookkeeping activitiesAlign as a partner with client’s internal teamProfessional presentation in person and via email, phone, or virtual conferencingCommitted to working the ACCPLUS WayWHAT YOU NEED TO BRING US
Management skills, preferred – proven ability to successfully manage teamDegree in Accounting, preferredThorough understanding of and experience with accounting concepts and operations, such as: cash flow, trial balance, balance sheet, debits and credits, net income, equity, assets, liabilities, journal entriesMinimum of 7 years’ experience as a successful full-charge QuickBooks bookkeeper, skilled at working with multiple clients and various business entity typesWell versed in QuickBooks Online and QuickBooks Desktop and understanding of both platforms – prefer QBO certificationExcellent tech skills – server navigation, cloud experience, skill with MS Office Suite and Excel, knowledge and skill with QuickBooks integrating appsDeveloped presentation, verbal, written, and interpersonal skillsAbility to prioritize workload, meet deadlines, and manage multiple clients simultaneously – skilled at time management, organization, and planningPossess analytical and problem-solving skillsPLUS
Resilience, persistent, and committed to achieving goalsProactive and motivated work ethicHigh ethical standards and appropriate professional image with a growth mindsetAbility to work independently as well as oversee, lead, and collaborate with team membersFunction well as a productive team member – contribute to the group, accountable, complete tasks on timely basisContinuous improvement mindset: Embrace learning as opportunity to improveCommunicate effectively and professionally with supervisors, peers and subordinates, as well as clients, their agents and vendors, both in writing and verballyEstablish and maintain positive, constructive relationships with supervisors, peers, and subordinatesWork with speed and accuracy, improving processes, making recommendations on process improvement for greater productivity and efficiencyMake decisions that positively affect other people, the financial resources, and the image and reputation of the firmThe hourly wage for this position starts at $30, commensurate with experience. Accountability Plus is committed to offering competitive, fair, and commensurate compensation, and the pay scale provided is the hourly wage range that it reasonably expects to pay for this position. Actual compensation offered will be determined based on criteria permitted under applicable law, including but not limited to a candidate’s job-related skills, experience, education or training, and location.We offer a competitive benefits package to full-time employees that includes medical, dental, vision, life and voluntary insurances. In addition, we support a 401(k) retirement plan, discretionary bonus plan, paid time off, and the opportunity to develop professionally and lead.We are a core-value driven business – which means we hire, release, and reward based on alignment with our core values. We are also an Equal Opportunity Employer and value diversity. Employment is decided on the basis of qualifications, merit, and business need.We follow COVID protocols per state and county regulations.To apply, please email a cover letter and your resume. We look forward to hearing from you.
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