Bookkeeping | New Client Onboarding Specialist

People First. Technology Forward. These are the cornerstones that will allow you to build a meaningful career with HireEffect.

We strive to maintain a positive environment: one that has a reputation for servant-leadership, collaboration, and expertise; one that inspires personal and professional development; one that practices Conscious Capitalism, gives back to our communities, and makes business decisions based on our shared value that people come first.

We encourage a high-performance culture that recognizes and rewards your contributions and your commitment to excellence. In return you will have the opportunity to develop professionally, grow personally and find value and meaning in the work that you do, with the flexibility to balance life’s priorities.

Who You Are:

• You create order from chaos. Cleaning up books is your jam. You also love to solve puzzles. You have a knack for rapidly identifying the hidden objects, quickly seeing the difference between two almost identical photos, and finding the 0 in a sea of Os.
• You love process and automation. You are QBO certified and you know that Zaps have nothing do with electricity. You have experience with apps in the QBO ecosystem. You are a fun-loving number cruncher who is passionate about technology. And you can’t remember what life was like before the cloud.
• You have experience working in an outsourced bookkeeping or accounting services company and are accustomed to juggling competing priorities for multiple clients at the same time.
• You are all set up with a home office and are excited to work remotely. (U.S.-residents only, please.)

What We Offer:

• An opportunity to learn and grow in a conscious, people-first culture
• An engaged, collaborative team and an accessible leadership team
• Flexible schedules and unlimited PTO
• 100% remote work (we provide your computer equipment)
• Medical, Dental, Vision, and other wellness-related benefits
• Basic Life Insurance
• 401(k) with a company match
• Compensation: $40,000 - $45,000 per year based on experience

What You’ll Do:

In our world, onboarding can look like making sense out of shoeboxes full of receipts, cleaning up bookkeeping messes, untangling giant journal entry knots, and finding lost A/R to match bank deposits.

It can also look like setting up brand new cloud accounting systems and creating detailed and customized Charts of Accounts.

As an Accounting Technology Advisor / Bookkeeping Onboarding Specialist, you will work as a technical resource in conjunction with our Director of Operations, to help identify and execute opportunities for improvement in client workflow and process automation.

You will set up and clean up the books; apply technology to maximize efficiency; and be a technical resource for our clients and internal Bookkeeping and Consulting team.

You will successfully onboard new clients, oversee the handoff to our Bookkeeping and Consulting team, and support ongoing clients as requested to ensure that all clients’ needs are met, and expectations are exceeded.

You will deliver complete, accurate, and timely bookkeeping services and superior customer service.

What We Look For:

• Advanced QuickBooks Online skills and experience using QBO for Accountants
• Experience using third-party applications that integrate with QBO or Xero. This includes cool stuff like Gusto, QuickBooks Time, Dext/Receipt Bank, Melio, and Zapier.
• Experience working in Microsoft 365
• Previous work experience in public accounting or an outsourced bookkeeping services firm where you managed multiple concurrent clients
• A quiet place to work with reliable Internet access
• The right attitude. Let’s face it; cleaning up books and coaching clients takes a special kind of person.

Want more info? Check out our website: hireeffect.com 

We encourage you to apply today!  

We are an equal opportunity employer and referral source. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

All your information will be kept confidential according to EEO guidelines.