SUMMARY
We are an established and growing QuickBooks consulting firm located in the North Palm Beach Area. Our client base consists of small businesses that require additional guidance and service on new or existing QuickBooks installations. We are dedicated to educating QuickBooks users about QuickBooks and add-on solutions that expand beyond QuickBooks capabilities. We are taking applications for part-time employment.
The principal owner is expanding her consulting practice and is a published author who is also nationally recognized in her field of expertise. The firm has offered accounting and software integration services for over 25 years and has been providing QuickBooks training and consulting to her clients since 1993. Currently, the business is located in an office in the North Palm Beach area.
BASICS OF THE POSITION
This is not just an “office position” with a set schedule and tasks. This is for a person who enjoys a challenge, can juggle several projects at once and above all is a person who can “get things done” accurately and efficiently. Expect to be working “solo” about 70% of the time.
Below are the “basics” of the position. It is not a complete listing but rather an “outline” of what needs to be handled each week. You may not be experienced in some of the areas listed below. It is, however, important that you have the desire and ability to be trained on them.
ESSENTIAL FUNCTIONS
Composes correspondence to communicate with Clients in a professional, courteous and friendly manner.
Routinely gathers and/or delivers confidential information for the completion of your data-entry and financial review work.
Manage and Maintain your own weekly schedule, client notes and task list.
Remotely provide guidance to On-site Bookkeepers and/or Business Owners who are using QuickBooks.
(including: QB Payroll, QB Inventory, Advanced Reporting, QB Online, Reconciliation & Support Services)
Bookkeeping, Reconciliation and Review the Accuracy of Clients QuickBooks Financial Reports
(Using our proprietary processes and checklists).
We understand that you may not be proficient or experienced on every item on the list. We will provide client orientation, guidance and support as needed to insure your success. What is important is your ability and attitude to get things done. Many of the tasks will be part of your day-to-day routine while others will be infrequent or performed on an as-needed basis:
ATTRIBUTES
The person who will be most successful in the position will have the following attributes. Think of them as your personal inventory of skills:
Demonstrates a commitment to accurate and complete work.
Very Strong QuickBooks and Computer Experience.
Able to work productively with their manager toward agreed objectives.
Administers and facilitates the orderly flow of paperwork.
Adapts or adjusts situationally as required by business conditions.
Understands and follows instruction without continual oversight.
Anticipates and meets the client’s wants, needs and expectations.
Works effectively and independently without close supervision.
Prioritizes and organizes workload.
EXPERIENCE
A minimum of 3-5 years’ experience working in a small business environment in customer service/bookkeeping a must. Examples would the legal, accounting, consulting or engineering fields. Expertise in Microsoft Office and QuickBooks is very important and necessary for this position.
Please send resume with cover page (MS Word) outlining your capabilities to: drqbooks@gmail.com.
THIS IS AN IN-OFFICE (NOT REMOTE) POSITION
