Bookkeeping Manager jobs in Sacramento, CA

Are you a bookkeeper who loves what you do and is excited about working remotely to support clients? Do you love the idea of helping female online business owners with something that is often the most stressful part of owning a business: the financials?

In comes Born to Roam Bookkeeping! At Born to Roam Bookkeeping, we believe clarity in our clients’ business financials creates confidence – and we’re here to help small online businesses do just that. We make bookkeeping simple and ensure our clients understand their finances beyond taxes, so they can make the most educated, strategic business decisions. And we do this by being open, compassionate, and transparent so that we can best help them reach their goals.

Now, we’re looking for a bookkeeper who can join our team to support our growing client base! Does this sound like it could be you? Keep reading!

Overview of Bookkeeper Role

Reporting to the CEO and Lead Bookkeeper, you’ll be responsible for monthly bookkeeping responsibilities for client accounts under the direction of the CEO. You will have a front seat in helping manage client accounts and providing stellar client support. You are someone who is highly organized and lights up about numbers – and someone excited about completing bookkeeping tasks that help support clients and their business!

• Time Commitment: 10-15 hours per month, M-Th between the hours of 8a-3p PT. Opportunity to grow to 30 hours per month as the business grows
• Compensation: starting at $25 per hour, based on experience
• Benefits: Flexible schedule
• Location: Anywhere in the United States – this role is fully remote. Preference will be given to candidates in the Pacific Time Zone
• Status: This role is an EMPLOYEE/W2 role. You must be legally authorized to work as a W2 Employee in the United States.

Responsibilities

General Ledger Maintenance

• Bank account, credit card and payroll reconciliations for clients
• Preparation of monthly journal entries
• Seek red flags through the systems and report findings to CEO
• Compile and manage receipts in HubDoc
• Post journal entries as needed
• Review financial reports for accuracy and completeness
• Document transaction details for client
• Compile financial reports
• Prepare for regular and timely management reporting

Client Services

• Serve as the point of contact for our clients, responding to their Slack messages within 24 business hours
• Communicate with clients, including notifying them of accounting errors clearly and promptly
• Answer client follow up questions related to client reports as needed
• Provide the full picture to the client to make informed decisions
• Handle highly sensitive information with discretion and professionalism
• Work with multiple business owners via email, phone, and video conference
• Build and maintain strong client relationships
• Facilitate an open and warm environment

Operations and Teamwork

• Submit all reports to CEO for review by the 12th of each month for final review
• Self check all client work before submitting to CEO to ensure accuracy
• Review Click-up recurring tasks and ensure project timelines are accurate
• Meet all deadlines for tasks
• Prepare and attend team meeting weekly
• Perform quarterly time studies
• Develop company SOPs and update as needed
• Offer advice and collaborate with the CEO in regards to product and process development for the company

This could be you if…

• You have bookkeeping experience and understand basic accounting principles
• You have the heart of a teacher and love people
• You own your results and take initiative
• You’re confident in your bookkeeping abilities and can use your experience and resources to find solutions
• You look at the bank accounts of clients as if they are your own
• You take initiative and you know how to figure things out on your own
• You love numbers and are excited about spreadsheets (or, at least, spreadsheets don’t overwhelm you)
• You love technology and are excited about working within the online space
• You’re a self-starter and have strong time management skills
• You are okay with working on your own (actually, you’re excited about it)
• You know how to read financial reports, understand how to draw conclusions from them, and can communicate them to clients effectively.
• You’re passionate about money and serving clients by helping them gain confidence and clarity in their financials
• You’re excited to support an entrepreneur in her business, as well as multiple other entrepreneurs within their finances
• You love the idea of working with a diverse group of clients

Software

• Xero
• Hubdoc
• Click-up
• Gusto
• Slack
• Quickbooks
• Google Workspace

Job Type: Part-time

Pay: From $27.00 per hour

Expected hours: 1 – 10 per week

Experience level:

• 1 year

Schedule:

• Choose your own hours
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Application Question(s):

• What excites you about the job position described?
• Please tell us in one to three paragraphs why you are a great fit for this position. Be as specific as you can! Be sure to include any past work experience that makes you a great fit for this role.
• Has there been a time that you were worried you weren’t going to be able to meet a deadline (or weren’t able to meet a deadline)? How did you handle this?
• How do you manage your work? What systems and processes do you use to stay on track and keep details organized?
• What are 1-3 guiding principles for you when it comes to bookkeeping?
• Can you tell us about your ideal work culture? What about working relationship with your boss?
• On a scale of 1-5, what is your proficiency in Xero?
• On a scale of 1-5, what is your proficiency in Quickbooks Online?
• Are there any other softwares or skills that we didn’t mention that you are proficient in?
• Is there anything else you would like for us to know?

Work Location: In person