Virtual Accountant

JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

This role will take the lead on 10-20 client accounts. When we say “take the lead” we mean that BKA bookkeepers can independently:
-Answer all client emails and questions. If unable to answer a client’s questions, they seek out a Team BKA expert for the answer, then follow up with tea ---------- mbers and clients to ensure client needs are met
-Proactively provide checklists of required documents and deadlines for client use
-Suggest strategies to simplify bookkeeping and accounting systems for Team BKA and our clients
-Thrive and adapt as clients grow and their systems and processes change
-Manage their own time and assigned projects to meet all deadlines and compliance requirements
-Follow up with clients and fellow tea ---------- mbers regarding open projects and deadlines
-Maintain their knowledge of US tax and payroll requirements and can evaluate all client records for accuracy

Annually
-Coordinate with tax team and with payroll team for business and personal tax filings, including preparing 1099 packets, collecting documents, and assisting with closing entries.
-Review client and internal processes and update Standard Operating Procedures (SOPs)
-Attend performance reviews semi-annually and help develop company strategies to improve our services

Monthly
-Gather all client bank statements
-Reconcile all client accounts
-Send invoices for client accounts receivable services
-Schedule bill payments for client accounts payable services. Ensure clients approve payments
-Send monthly reports to clients
-Host Zoom calls with clients to answer questions and review reports
-Send monthly Missing Information Requests (MIR) to clients
-Follow all Quality Control (QC) procedures, including a monthly 1–2-hour QC call with account manager via Zoom
-Attend monthly 2-hour team training sessions via Zoom at 9 AM – 11 AM CST

Weekly/Daily
-Answer all client and BKA team communications
-Update project management software with progress reports
-Enter client transactions via Keeper, a client management tool, and Quickbooks Online (QBO)
-Attend weekly 30-min team huddle sessions on Tuesday mornings at 9 AM CST

As needed
-Email clients updates and questions regarding their accounts
-Collect contracts and documents regarding new employees, vendors, customers, etc. Ensure client vendors and customers are set up correctly in QBO and payment systems
-Clean up client accounts as assigned

Other duties as assigned
-Must be available for Zoom calls 9 AM - 5 PM central standard time

EXPERIENCE AND SKILLS REQUIRED:
-Degree in accounting or related field is required
-3+ years of experience in finance, accounting, or relevant field
-Quickbooks Online certified is a huge plus
-Familiarity with US small business taxation is a huge plus
-Proficiency in Quickbooks Online, Excel, and Google Sheets
-Speak fluent English
-Excellent written communication skills
-Responsive
-High attention to detail
-Enjoys problem solving
-Keeps their promises and deadlines
-Loyal and a team player
-Self-sufficient and organized
-Committed to doing the work as if it was their own client

Tech Requirements:
Computer - at least i5 or equivalent with 8gb RAM
Internet Speed - At least 50 MBPS Download speed

Job Type: Full-time
Schedule: 9 AM - 5 PM central standard time // 11PM to 7AM Philippine Time
Salary Range: P40,000- 65,000 monthly, Depending on experience

Full-Time Performance Bonuses:

Paid Time Off (PTO): All full-time tea ---------- mbers receive 21 paid days off annually. These are accrued at a rate of 1.75 days per month and can be used for any reason – vacation, sick time, mental health time, holidays, etc. You must use PTO for all time off. After 3 years, PTO increases to 30 paid days off annually accrued at a rate of 2.5 days per month.

End of Year Bonus: Bookkeepers have the opportunity to qualify for an annual, end-of-year bonus based on overall company performance and profitability. (This is not a guarantee and is only given in years where the company did well so that everyone can benefit from the success of the company and our shared hard work towards a common goal.)

Additional Bonuses after 90 Days:

Internet Allowance: You will be reimbursed up to P1500 a month to secure a second wired internet connection. Upon approval, you may submit your bill for reimbursement every month.

Health Benefits: You will be reimbursed up to P5,000 for an individual plan, P3,500 to include a spouse and for each child dependent up to a max of 3 children (for a total max of P14,000). Upon approval, you may submit your bill for reimbursement every quarter.

In-Home Helper: Full-time tea ---------- mbers will be reimbursed up to P10,000 a month for an in-home helper to assist with cooking, cleaning, and caring for children and other family members. Upon approval, you may submit your bill for reimbursement every month.

Additional Benefits after 1 Year:

13th Month Pay: On the anniversary of your hire, bookkeepers receive an annual bonus equal to one month’s pay.

Application Instruction:

Fill out this form: ---------- /appqNAvkEQ10YFlc3/pagyCT0cPMSTSPGxX/form
After submitting the form, click the apply button and send us a short message on why you would be a good fit for the role.