Telecommute: This is a 100% Virtual / Remote work environment
Job Type: Full-Time / Exempt/ Salaried
Salary Range: $70-95K per year base + quarterly bonus opportunities
General Overview: A successful employee in this role must have the ability to maintain the assigned bill rate for the position while improving the overall client satisfaction and retention of our new and existing clients. The individual must be able to provide QuickBooks, Acumatica, or NetSuite training and consultation while offering bookkeeping and full accounting services.
Responsibilities:- Demonstrate expertise in a range of financial software including but not limited to QuickBooks Desktop, QuickBooks Online, Acumatica and NetSuite.
- Showcase past success in managing small teams, providing leadership, guidance, and support to team members to foster a collaborative and high-performing work environment.
- Utilize advanced Excel knowledge to analyze financial data, create insightful reports, and drive informed decision-making for clients.
- Demonstrate expertise in designing and implementing efficient accounting processes to streamline operations and enhance productivity.
- Utilize your experience to lead system implementations and conversions, ensuring seamless transitions and optimal performance.
- Lead small-scale projects independently from initiation to completion while ensuring adherence to timelines and deliverables.
- Utilize your past success in client-facing roles to engage with clients, understand their needs, and provide tailored solutions that exceed expectations.
- Empower existing clients through personalized training sessions and expert consultation, resolving software glitches and refining operational processes to enhance efficiency.
- Execute diverse accounting duties including accounts receivable, accounts payable, reconciliations, and monthly financial closures, ensuring accuracy and compliance at every stage.
- Perform File Assessments for clients by maintaining accuracy in bank and credit card reconciliations, handling AP and AR transactions accurately, and assisting in month-end close preparation.
- Collaborate as a secondary project manager on larger initiatives, contributing your expertise to ensure successful outcomes.
- Proactively schedule appointments with potential clients for training sessions and ongoing services, fostering new opportunities and expanding our client base.
- Aim to maintain a billable utilization rate of 85% by efficiently allocating your time and resources to client-facing activities.
- Diligently record your work hours in our CRM system, ensuring accurate tracking of billable and non-billable activities.
Required Skills:- Experience with our technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency.
- 7-9 years of relevant experience
- Advanced knowledge of accounting practices and principles
This is a fully remote role. However, you must reside in one of the following states:
Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wyoming
Fourlane Benefits:- Fully Remote Work Environment
- Bi-weekly Internet Stipend
- Company Issued Laptop, Monitors, Headset, and Software Tools
- 100% Employer Paid Medical, Dental, Vision, and Life Insurance for Employees
- Employer Matched 401(k) Contributions up to 6%
- Paid Time Off and Flex Time Off
- Charitable Time Off or Employer Matched Charity Donations of up to $500 Annually
- Paid Holidays
- Professional Development Reimbursement
- Wellness Reimbursement
- In-person and Virtual Company Retreat
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