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Bookkeeping Account Manager

Full time remote position with Evolved Finance™

Please read this page carefully. If you do not fulfill the requested application requirements on this page, you will not be considered for this position. Thank you for your understanding.

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Who we are:

Evolved Finance provides industry leading bookkeeping, tax support and business education for online entrepreneurs all around the US. The firm has been operating since 2010 and has grown to a team of 17+ full-time remote employees.

Evolved Finance has grown through referrals and word of mouth thanks to our expertise with online businesses, our proactive approach to customer service, and the insightful guidance we provide our clients around their numbers. While we pride ourselves on promoting a culture of work-life balance, we have a very deadline driven and customer focused model that demands our team bring focus, energy, and intensity to their work each day.

At Evolved Finance, we strive to challenge the typical accounting firm business model. This is why we are always looking for accounting and financial professionals who:

  1. Enjoy building connections with each of their clients.
  2. Long to be part of a positive and healthy firm culture.
  3. Desire to be challenged professionally while still maintaining a healthy work-life balance.
  4. Have a positive and friendly attitude.
  5. Are comfortable challenging antiquated norms in search of a better way.

Our Values

Financial Inclusivity

We believe that wealth building and financial literacy are tools that all entrepreneurs should have access to, regardless of their background. We deliver this by building financial literacy and business education into our paid services, as well as our free content. By openly discussing money in a non-judgmental and easy-to-understand way, we aspire to help entrepreneurs of all backgrounds realize that wealth building isn’t just for the most privileged.

Humanism

We believe that humans are more than just the work they do. That’s why we are committed to building a company where our employees and clients never feel like a number, but feel respected  for who they are inside and outside of the business environment. We strive to operate with compassion and grace in our daily business interactions, so we can build deeper connections with our clients and more professional fulfillment for our employees.

Honesty

We believe that honesty is the foundation of building long-term relationships with our clients. By being open and transparent about all aspects of our services, we work hard to build and keep our clients’ trust.  We hope that our expertise and knowledge translates into an industry-leading bookkeeping experience that they can rely on month after month, year after year.

Our Internal Operating Principles:

  • Customer-focused: We strive to provide an indispensable service that makes a positive impact on how our clients operate their business(es).

  • Efficiency: We aim for the perfect balance of speed and care in all of the work we perform.

  • Industry leaders: We set ourselves apart through a proactive approach to customer service and our deep understanding of our clients' online business(es).

  • Inclusivity: We strive to provide a bookkeeping service that makes entrepreneurs of all backgrounds feel seen, supported, and understood.

  • Integrity: We value our clients' and team members’ trust, and strive to keep that trust through honest and open working relationships.

    Accountability: We take responsibility for our work, celebrate our achievements, and learn from our mistakes.

  • Team-oriented: We believe that collaboration makes our jobs more enjoyable and fulfilling, while simultaneously creating more opportunities for everyone in the company.

  • Diversity: We are committed to building a team with as many perspectives as possible, and believe that diversity will make us more successful.

Overview of the position

  • Full-time, W2 position
  • Fully remote
  • Hours: 8:30 a.m. - 5:00 p.m. CT (the daily 8 hour workday can be adjusted after initial training to suit your timezone).
  • Candidates must be legal residents and live full time in the continental United States to qualify for this position.
  • Annual salary starting at $52,000 (see below for more information about pay and benefits).

We are a company that highly values diversity, equity, and inclusion. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, and encourage all to apply.

Who we are looking for:

There are four core skill sets that we’re looking for in the candidates that apply for this position.  

1) A working knowledge of how to use QuickBooks Online (mandatory).

2) Strong analytical and financial reporting skills, including experience reviewing Balance Sheet and Profit & Loss statements and using Excel and Google Sheets to organize financial data.

3) Excellent communication and client relationship skills, with the ability to connect professionally and personably through email and virtual meetings while delivering exceptional customer service.

4) Outstanding organizational and time-management skills, with the ability to balance multiple client accounts, stay on top of deadlines, and maintain accuracy and attention to detail in every task.

 

We will likely prioritize candidates with experience in QuickBooks Online. However, if you are otherwise highly qualified, and/or have heavy experience in other bookkeeping software (i.e. QuickBooks Desktop, Xero, Sage, Peachtree, etc) we still invite you to apply.

We are also looking for candidates who are:

Adaptable, with a growth mindset, and motivated to evolve alongside our company while embracing change positively.

Eager to learn and work within our established systems and SOPs to ensure consistency and quality.

Equipped with a basic knowledge of tax principles and how they connect to bookkeeping practices.

Candidates should have a comfortable and quiet environment to work from (whether at home or in an external office), as well as a strong internet connection.

Candidates should also feel comfortable working with a diverse group of team members and interacting with a diverse group of clients, including business owners of various ethnicities, sexual orientations, and spiritual beliefs.

All candidates must be legal residents and live full-time in the United States to qualify for this position.

Additionally, this role could be for you if:

  • YOU have previous work experience in any of the following roles:
    • You have bookkeeping experience in a firm or freelance setting.
    • You have worked as an accountant or controller for a business or organization.
    • You are a seasoned finance pro looking for a rewarding remote role with balance and purpose.
  • YOU see working at Evolved Finance as a long term career opportunity.
  • YOU want to work from home and make a full time income with an established company instead of doing your own freelance work.
  • YOU like numbers and enjoy financial problem solving.
  • YOU want to grow, be challenged, and make more money over time.
  • YOU enjoy and have a talent for handling repetitive tasks.
  • YOU are excited to work on a close-knit team.
  • YOU thrive when provided with clear processes and procedures.
  • YOU enjoy helping others with your bookkeeping and financial know-how.
  • YOU work with integrity and consistently show discretion with sensitive information.
  • YOU love finding new ways to work more efficiently without cutting corners.
  • YOU value self-development and want to continuously improve your craft.
  • YOU like the idea of being on a team that strives to be the very best at what they do.

Bookkeeping Account Manager

The Bookkeeping Account Manager is responsible for managing and maintaining accurate financial records for 25-30 client accounts while serving as the primary point of customer service. This role involves building and maintaining strong client relationships, primarily through email, with occasional virtual meetings as necessary. The position also handles administrative tasks related to bookkeeping and client support. Additionally, the Bookkeeping Account Manager plays a key role in Bookkeeping Services and collaborates with other team members to support overall departmental goals.

  • Manage 25-30 clients as their primary point of contact.
  • Cultivate strong professional relationships with assigned clients while providing exceptional customer service to support their financial needs.
  • Perform full-cycle bookkeeping, including but not limited to downloading statements, categorizing transactions, reconciling accounts, recording payroll, and generating revenue product separation reports in Excel.
  • Ensure all bookkeeping and account management tasks comply with internal standard operating procedures (SOPs).
  • Identify and recommend new SOPs to management as needed.
  • Conduct monthly file reviews of the Balance Sheet and Profit & Loss statements to ensure compliance with Generally Accepted Accounting Principles.
  • Troubleshoot and resolve client file issues.
  • Provide clients with monthly dashboards by scheduled delivery dates.
  • Maintain and update client records in Salesforce including notes, tasks, contacts, and other relevant information.
  • Update the Monthly Reconciliation List (MRL) as files are processed.
  • Complete administrative tasks related to bookkeeping and client support.
  • Respond to client inquiries via email within one business day.
  • Schedule and attend necessary client meetings.
  • Participate in all internal team and individual meetings.
  • Collect W9 forms throughout the year and submit 1099 forms for all assigned clients each January.
  • Notify the assigned clients' tax accountant each January after completing an in-depth review of the prior year, and be available for any questions or updates.
  • Attend scheduled group calls.
  • Collaborate with team members on bookkeeping files and projects.
  • Manage projects related to assigned clients.
  • Perform other duties as assigned.
  • Attend and support virtual live events as requested by management, and any internal Evolved Finance company retreats.

Software used in this role:

  • QuickBooks Online (mandatory experience)
  • Google Suite
  • Salesforce
  • Loom
  • Tax1099
  • ChatGPT

Compensation and benefits:

Salary

This bookkeeping position starts out with a base salary of $52,000 a year with a salary progression of $55,000 and then $62,000 once the team member is trained and supporting a full client load. From there, the position has room to grow to over $70,000 per year based on performance and time at the organization. A Simple IRA with 2% matching is also offered. This means Evolved Finance will automatically contribute 2% of the employee's salary each year to their IRA, regardless if the employee contributes money themselves.

PTO and Sick Leave

All new employees start out with 10 days of PTO during their first year of employment. Their total PTO increases after 2 years of employment. They are granted 6 days of sick leave per-year.

Paid Holiday’s include: New Years Day, Martin Luther King Day, Presidents' Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans’ Day, Thanksgiving Day, Native American Heritage Day, Christmas Day, plus any day the office is officially closed.

Our standard business hours at Evolved Finance are Monday through Friday, 9:00 a.m. to 5:30 p.m. PST. During training, you’ll follow Central Time hours to stay connected with our management and training team. After training, you’ll have the flexibility to set a schedule that fits your time zone while meeting client and team needs.

How to apply:

If this position seems like a good fit for you, please apply by following the instructions below:

  1. CLICK HERE to fill out and submit our application form.
  2. Send your resume to hiring@evolvedfinance.com with your name in the subject line.

You must complete both items above to be considered for an interview.

What to expect:

  • We are accepting initial applications from now until Sunday, 11:59 p.m. PT.
  • Due to the high volume of applications we receive, we cannot inform every applicant of their status. If you don’t hear from us, thank you so much for applying, and we will keep your application for consideration in the future.
  • Candidates we are interested in interviewing are often notified before the job posting closes.
  • Interviews will be conducted via Google Meet or Zoom video conference software.

Thank you for your

time and interest!

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