Catchup/Cleanup Bookkeeper Jobs

Empire Capital Ventures (ECV) transforms the lives of first generation millionaires by taming the chaos of their finances so they can create sustainable businesses and communities. ECV is a black-owned firm with a diverse team who is seeking an experienced Catchup/Cleanup Bookkeeper to join our internal team as a part-time contractor with room to grow into a full-time contractor position.

Our Core Values are the backbone of our business and guide our hiring process: we are results driven, practice extreme ownership, are entrepreneurially-oriented, impact driven and value our ability to quickly pivot. We are seeking a Catchup/Cleanup Bookkeeper who is able to self-manage, work as a team player and contribute to the overall growth, development and success of the organization.

This individual will be responsible for:

• Assist the Accounting Client Project Manager with onboarding, obtaining platform access, and managing bookkeeping deliverables for clients in the Accounting Client Pipeline.
• Serve as one of the main points of contact, along with the Accounting Client Project Manager, for clients within the Accounting Client Pipeline.
• Reviewing clients' books prepared internally for quality, potential future work needed, and monitoring of bookkeeping progress and deadlines.
• Preparing bookkeeping review videos/participating in books review calls with clients.

Responsibilities

• Brainstorm and troubleshoot bookkeeping issues/questions for clients.
• Assist the Accounting Client Project Manager with onboarding new clients.
• Review books prepared internally by the Accounting Team for Quality Control.
• Brainstorm and troubleshoot bookkeeping issues/questions with Accounting Team member(s).
• Assist and obtain client platform and bank accesses needed for bookkeeping.
• Work closely with various team members to provide feedback on current systems and workflows.
• Serve as one of the main points of contact, along with the Accounting Client Project Manager, for clients within the Accounting Client Pipeline.
• Monitor Bookkeeper’s deadlines and goals and provide support to meet those deadlines and goals in conjunction with the Accounting Client Project Manager.
• Present excellent customer-service skills to clients.
• Manage digital filing systems, update client records, and organize documents.
• Monitor bookkeeper's progress on new engagements and provide support to keep them moving.
• Appropriately handle confidential employer and client information.
• Assign tasks to bookkeepers to get started on new bookkeeping engagements.
• Review Query Sheets assigned for client review to make sure what's being asked is easily understood.
• Once we give them access, they can get it done. They are responsive and will provide lists of (clear) questions they have and items they need.
• Review prospective clients' books for quality of books, potential work needed, and assistance with pricing the engagement.
• Assign tasks to clients and review current tasks for relevancy.
• Prepare bookkeeping review videos for and review calls with clients.
• Have calls with clients, as needed, to work through Query Sheets, obtain new account accesses, etc.

Qualifications

• Self-directed and able to work without supervision.
• QuickBooks Desktop, QuickBooks Online, and Xero (*OR willingness and ability to get certified within 120 days on your own time)
• Able to be flexible in schedule, potentially working nights, weekends, and extended hours as agreed upon.
• Familiarity with a project management system, online collaboration, and experience using it with busy teams.
• Able to manage time effectively and efficiently.
• Highly organized and able to multitask and work well with fast-paced directions and instructions.
• Excellent verbal and written communication skills.
• Proficient computer skills, including Google Suite and Microsoft Suite (Docs, Gmail, and Sheets), cloud services, and other technology tools.
• Strong customer service and presentation skills.
• 3+ years of experience in full cycle bookkeeping including cleanups and catchups
• Able to organize and manage large amounts of files, tasks, and information.
• Team player with an eye for detail.
• BA/BS degree or Certificate Programs/Courses in Accounting, Finance, Bookkeeping, or related field.