Written by
September 15, 2022

Operations & Administrative Assistant

Operations & Administrative Assistant (Full-Time)

The Law Practice Exchange, a small and growing business brokerage and consulting company is seeking a motivated individual to work with our small but growing team on overall operations and administrative support. This role will be covering a number of areas and roles and responsibilities as such person would be involved in prospect/client intake, marketing projects, client management and communications, project implementation and other administrative management and duties.

This is considered to be a full-time position, but part-time candidates with future potential of full-time will be considered as well.  This role individual will work fully remote and have the ability to block time for flexibility in daily balance of time commitments. This will be the right opportunity for someone with a strong professional manner, who has a commitment to individual accountability as part of a small team and who is looking for a fun, flexible and growing business team.

Must be self-motivated, deadline oriented, able to multi-task and have tremendous client service skills. Duties will include:

· Team & Task Management – Ongoing task and operations status check ins and management of deadlines along with providing communications to clients on a weekly basis

· Workflow Management – Assisting in building and managing customer process and workflows to improve overall customer journey and helping operational efficiency

· Marketing – Assisting in marketing strategy ideas, development and implementation of growth strategies

· Administrative – Support with general administrative, team and company need such as client deliverables, process items and ongoing daily/weekly needs to support operations

· Intake & Client Support – Support prospect, intake and client communications in call answering, scheduling telephone calls and managing contact database for sales team

· Team & Task Management – Ongoing task and operations status check ins and management of deadlines along with providing communications to clients on a weekly basis

· Database Support – Contact database management and build out of sales and operational criteria processes needed

· Project Implementation – Assisting in specific process management projects to include marketing, client communications and team standard operating procedures

Prior experience in administrative, intake or the legal field is a plus but not required. Applicants should be proficient in typical office software packages. ActiveCampaign and ClickUp experience or additional technology skills and/or willingness to learn are a plus.

Right individual will be a responsible self-starter and energetic team player.

 

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Written by
September 13, 2022

Marketing / Admin Assistant

We are hiring! We help Product Managers have a career they can be proud of, and build habits that set them up for success over the long term. To do this we help them land and then excel in their best job, all while living a life of balance and fun.

We’re looking for a friendly, organized, proactive, admin-focused, detailed oriented assistant with strong written communication skills.

Some of your responsibilities will include managing client data, data entry, updating client files, helping with marketing campaigns, content creation, working with our sales team, and assisting with reporting and lead generation.

We’d love to consider your application if you are someone who is:

highly motivated, hardworking, and reliable with a strong work ethic!
strong attention to detail
experience in digital marketing and paid social advertising
conscientious and accountable with strong follow-through and excellent judgment skills
effective time and task management skills
able to work independently while still being part of an awesome, drama-free team
tech-savvy & resourceful – can easily pick up new software
project management skills are helpful
owning a Mac is preferred!
Having a fast internet connection is required

You’ll need experience with the following tools:

Canva
Kajabi
Slack
GSuiteCRM platforms

Having experience in these tools will be a plus!

Schedule Once
Active Campaign (CRM and Email Marketing)
Click Up

Position Details:

This position is a contractor (1099) position
You must have at least two years of Administrative/Marketing Assistant experience
The position will be approximately 20 hrs per week and can grow to full-time hours with the right person and as the need arises
Flexible hours during business hours (between 8:00 am – 5:00 pm EST) are needed for meetings & check-ins, and for attending the live sessions
The starting pay rate is $22/hr.
We’re looking for someone to become a long-term (3+ years) team member

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Written by
September 10, 2022

Amy ********

Business Development, 7/2016 to 12/2018
THE MORGAN ADAMS FOUNDATION – DENVER, COLORADO

  • Developed and strengthened relationships with Individual Donors in a non-profit environment to generate revenue for children’s cancer research and awareness.
  • Partnered with pediatric Neuro-Oncologists and researchers to educate current and potential donors on cutting-edge research and on-going studies related to pediatric cancer.
  • Organized and hosted hospital lectures and research lab tours for donors and corporate sponsors.
  • Prospect research and lead development to assist all departments and grow the foundation.
  • Extensive cold-calling and networking to procure donations for silent and live auctions at multiple foundation events annually; Auction Committee Member, Concours d’Elegance 2015, 2016.

Sales Representative/Community Liaison, 5/2006 to 2/2008
CENTURA HEALTH AT HOME – DENVER, COLORADO

  • Successful promotion of 5 business lines within the Centura Health organization; Hospice, Home Care, Home Infusion, Home Oxygen, and Home Medical Equipment.
  • Strategic marketing to Physicians, Hospitals, Assisted-Living Homes and Nursing Homes.
  • Established and maintained relationships with current customers; as well as identified and cultivated new clients for the organization.
  • Collaborated with Business Line Directors to assist in building their strategic direction for each business line; Communicated with Customer Care and Clinical Staff to develop opportunities and deliver results.
  • Recognized for excellent verbal and written communication skills, professionalism and strong ability to balance territory, team, departmental and organization priorities.

Senior Sales Consultant, 6/2002 to 5/2006
NOVARTIS PHARMACEUTICALS CORPORATION – DALLAS, TEXAS

  • Top 8% of the Region in Sales, 2005.
  • Top 18% in overall National Sales Rankings-93/511, 2005.
  • Awarded Promotion to “Senior Sales Consultant” 2005 as a result of consistent market share growth.
  • Successful promotion of both anti-diabetic and anti-hypertensive products to Primary Care Physicians, Cardiologists and Endocrinologists allowing for competitive knowledge experience with diabetes and hypertension disease states.
  • Other honors have included awards for Best Presenter at District Planning Meetings 2004 and 2005, Sales Training-Top Scores and Sales Presentations, Top District for Volume Growth 2003, Teamwork, Planning, Organization and several National and Regional Contests.

Associate Territory Business Manager, 3/2000 to 6/2002
BRISTOL-MYERS SQUIBB PHARMACEUTICAL COMPANY – DALLAS, TEXAS

  • Achievement Award, 2001 for commitment and dedication to my district and region.
  • Effectively marketed anti-diabetic, anti-hypertensive and cholesterol-lowering agents to Primary Care Physicians, Cardiologists and Endocrinologists.
  • Exceeded sales goal attainment standards for territory, region and nation, 2000-111.5%, and 2001-118.2%.
  • Trained new district representatives in territory management, selling skills, and disease state knowledge which resulted in increased organizational efficiency and productivity.
  • Other honors have included awards for District Leadership 2001, Top Market Share for District 2000, Volume Growth 2001, Excellent Sales Goal Attainment 2000, Team Synergy, Meeting Preparation, District Point for local key opinion leader speaker programs, and Sales Presentations.

Client Representative, 9/1998 to 3/2000
IBM CORPORATION – DALLAS, TEXAS

  • Generated sales activity within IBM’s Small to Medium Business (Avg. $15-1–MM Annual Sales) Manufacturing Unit.
  • Increased sales revenue and overall satisfaction with the IBM Corporation. Met or exceeded all sales goals. Consistently recognized for outstanding Customer Service.
  • Manufacturing Industry, Enterprise Resource Planning, and Supply Chain Management solutions focal.
  • Generated new business leads as well as expanding sales with established clients.
  • Honed skills in prospecting, qualifying, and introducing IBM products and services to the marketplace.

Program Manager, Reading One-to-One Program, 8/1997 to 9/1998
UNIVERSITY OF TEXAS AT DALLAS, CENTER FOR EDUCATION AND SOCIAL POLICY

  • Managed and supervised 15 students and volunteers within UTD’s Reading One-to-One Program.
  • Designed and implemented innovative program strategies in order to optimize program effectiveness and efficiency.
  • Participated in the consistent attainment of target productivity requirements for our program team. Capitalized on the interdisciplinary team approach to education in order to meet program objectives.
  • Effectively garnered and sustained multiple client relationships to provide a multitude of program services and value.
  • Promoted to Program Manager 1998.

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Written by
September 6, 2022

Shopify eCommerce Manager

Come join an amazing team! We are looking for an experienced and enthusiastic Shopify eCommerce Manager!

We are an online retailer for pregnant and breastfeeding moms who want something comfortable to wear. We are a growing team of over 70 people based all over the world. Our team culture is grateful, brave, generous, encouraging, confident, and transparent. We work together to create the best products and shopping experience for our customers. Oh, and did we mention we’ve been on the Inc. 5000 list of fastest-growing privately held companies for four years in a row?  We won Shopify’s Build a BIGGER Business Competition and our award-winning product has been featured in Self Magazine, What to Expect, Ovia, BabyCenter, and Romper!

Opportunity (the job): This is a dream role designed specifically for a talented, Shopify-savvy candidate who wants to work from home and have a flexible schedule! You will lead our Shopify team and manage our eCommerce store.

 

We are looking for someone who…

Is hungry to learn and constantly improve. This is the most important factor in your success.
Is technical enough to communicate complex ideas to outsourced developers, and responsible enough to do quality control.
Is an expert in Shopify, and feels confident doing light HTML.
Is a finisher. Do you hate leaving projects unfinished? You must love the details of your projects, and work dutifully to ensure the user has a positive experience with your product.
Is a self-starter who won’t take no for an answer.
A lover of experimentation. You must know how to run A/B tests and interpret the results.
An analytical mind who’s been successful in mathematics and knows how to use Google Analytics.
Understands the power of site merchandising and has proven success in helping customers understand what to buy and why.
Bonus Skills:

Strong design background.
An eye and appreciation for creating beautiful websites.
Experience working with JavaScript.
Experience working on an Apparel site.
Responsibilities Include (But are not limited to):

Manage all aspects of Shopify from offers to new product launches to A/B tests
Actively engage as a member of the management team
Manage and hire developers to handle key projects
Develop your eCommerce team and empower them
Conduct quality assurance and enable SEO/SEM across all digital written channels (blog, website pages)
Create project briefs with internal stakeholders, oversee development work, and run Q/A before all theme updates to make sure nothing is broken or missing
Oversee the launch of new products and ensure content components align with brand/marketing goals
Drive strategy around online performance to grow conversion rate, AOV, CLV and LTV; specifically through upsells, bundles and in-cart messaging
Lead merchandising and creating sales funnels and promotions.
You must love marketing and data:

The father of business consulting, made a statement long ago that we follow to this day:

“Business enterprise has two–and only two–basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs. Marketing is the distinguishing, unique function of the business.”

Marketing, and specifically direct response marketing, is what drives success in every industry, and to be successful here it’s something you must be excited to learn about.

 

Experience:  5 – 7 years of experience in a related role in-house or agency, 2 years of Shopify experience

Education: Bachelor’s degree in computer science or other related accreditation from an art college or university.

Location: USA – Remote

Salary: Commensurate with Experience

If you’ve made it this far and you are as excited as we are, keep reading!

What we believe:

She is the reason we exist: We have created a genuine connection with her. She feels seen and heard. She is an integral part of every decision we make.

Work/Life Balance is Imperative: We value both work and family and bring our best selves to each by ensuring balance.

Success is Sequential; Not Simultaneous: We focus on one thing at a time.

How we act:

Team Work Makes the Dream Work: We share ideas, feedback, struggles, wins and frustrations. We care for each other professionally and personally.
We have a Bias for Action: We move quickly. We take smart risks. We solve puzzles. We make things happen.
We Hold Ourselves Accountable: We all own the business. We clearly communicate key metrics and standards and review them regularly. We analyze results to understand why we made a decision. We are disciplined.
We Lead, Not Follow: We are innovative. We are curious and resourceful. We are driven and competitive (but not with each other).
We Communicate Genuinely and Transparently: With each other and with her. We are present.
We are Always Learning: We improve ourselves and continually look for ways to enhance the skills and abilities of our entire team.
We are in Relentless Pursuit of Customer Service Excellence: We out-care the competition and provide the greatest experience she has ever had with a brand.
We hire characters not positions:

We’re a small company with big aspirations, and we work hard (and have a LOT of fun) while making that happen. If you have what it takes as an individual – in other words, if you’re a consistent high-achiever in everything you do in life – then you’ll fit in well at our company.

We Hire the Best, Regardless of Their Location.

We are a natively remote company with team members located all over the world.  We’re looking for people who can demonstrate they hold themselves to a higher standard in everything they do, because with great flexibility comes great responsibility.

All this flexibility doesn’t mean we’re not a close-knit team…

We aim to out care the marketplace by offering:

Competitive Pay
Employer-sponsored medical, dental, vision as well as voluntary benefits (Life Insurance, Critical Illness Insurance)
Free mental health services
Retirement and charitable donation matching
Paid parental leave program and tuition assistance program after 1 year
$50 reimbursement per month to spend on a ‘Random Act of Generosity’
40% off product discounts, 15% off for friends and family
Amazing team culture, surprise perks throughout the year, and a really fun place to work!

 

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Written by
August 26, 2022

Junior Accountant – Contractor

Objective:

To exceed client expectations by providing complete, accurate, and timely full cycle bookkeeping and to support controllers in analyzing and providing business insights to clients.

Reports To:
Bookkeeper Director

Direct Reports:
N/A
Key Tools:
Cloud-based accounting technologies
QuickBooks Online / QuickBooks Desktop
Dext and other QBO add-ons as required
Canopy
Lighthouse
Slack
Google GSuite
Google Sites
Responsibilities:

Weekly Junior Accountant Responsibilities:

Processing payroll and withholding tax (weekly, bi-weekly or semi-monthly)
Exception Reporting via Lighthouse
Backup to Bookkeeper as needed
Reviewing Bookkeeper’s work and sending client the weekly email via Lighthouse
Other tasks as assigned
Monthly Junior Accountant Responsibilities:

Completing bank reconciliations
Completing credit card reconciliations
Balance sheet reconciliations
GST / PST filings
Other tasks as assigned
US Account Specifics:

Under the direction of the US Client’s CPA firm:

Compile and track US sales tax
Compile US employee withholding tax
Client Relationship Management

Partner with the Bookkeeper and Controller to ensure a smooth transition throughout onboarding to “smooth sailing” client status (target: 90 to 120 days)
Develop trust and rapport with clients, resulting in minimal escalation issues
Consistently achieve an NPS score of 9+ (client satisfaction rating)
When requested, participate in telephone and/or Zoom calls for time-sensitive or relationship-sensitive topics
Ensure communication flow does not overwhelm and/or create “email clog” for entrepreneurs and/or client lead point-of-contact
Company Collaboration

Participate in company meetings and planning sessions as required, owning and delivering on assigned “rock(s)”
Participate in monthly GS&Rs to ensure client expectations are being met and personal/professional goals are being achieved
Participate in “Bookkeeper L10s”, focused on continuous improvement and/or new technologies

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Written by
August 26, 2022

Lead Bookkeeper

 

Are you a Bookkeeping Super Star looking for  great opportunity to do what you love and lead others ?

Part Time, Remote, Lead Bookkeeper Job Description

In the past 6 months the Company has seen a lot of growth in the bookkeeping business, with more work inbound.  Bookkeeping is the foundation of Financial Situational Awareness.  Without accurate, timely, high-quality bookkeeping, it is very costly to acquire Financial Situational Awareness, if not impossible.  With the assistance of the Chief Financial Officer (CFO), custom charts of accounts are developed for each customer.  Weekly, monthly, quarterly, and annual processes are developed to serve each customer’s business model needs, while striving to maximize process uniformity across all customers.  For more information about the Company, please see our website, www.ProvidenceFractionalServices.com

Job Description
The Company is seeking to hire an independent contractor (1099) as a Lead Bookkeeper with experience and a desire to assist in building and managing a team of bookkeepers while   onboarding new customers.  The independent contractor will be provided a Company Google Workspace account and will present themselves as a team member of the Company when communicating with customers.  Work will be part time (~10-15 hours per week) to start and is expected to swiftly increase to 20-30 hours per week.  The role will continue to increase in hours up to the contractor’s weekly limit at which point, the Company will seek to hire a more Junior Bookkeeper to be trained and managed the Lead Bookkeeper.  The Lead Bookkeeper will handle the onboarding of new customers, and assist in the development and optimization of customer-specific business processes and documentation, likely bookkeeping for that customer for the first 3 to 6 months with the Company.  Once a new customer’s business process is demonstrably successful and mature and the Lead Bookkeeper has no more bandwidth for additional new customers, the mature customer accounts will be delegated to Junior Bookkeepers to be managed by the Lead Bookkeeper.

Job Responsibilities
Available 9am to 5pm Easter Standard Time (EST) for meetings and communications.
Respond to Company and customer communications within the business same day or the following business day before 12pm ( EST).
Perform responsibilities in compliance with written guidance provided by the CFO specific to each customer including delivery deadlines
Weekly transaction recording
Monthly account reconciliations
Monthly reporting
Work directly with customers to acquire necessary data to document and record transactions
Accounts Payable: Processing bills for payment approval using online software workflow tools
Participate in and contribute to the development and documentation of Business Process Guides (BPGs) for each customer and the company.
Skills and Experience
At least 3 years professional full-time experience as a bookkeeper required

At least 2 years professional experience working with QuickBooks Online (QBO) required.

Experience using DEXT Prepare effectively required
Fluent with Zoom required
Experience bookkeeping real estate for owners, property management, and investment funds strongly preferred

QBO certifications are strongly preferred

Experience using Saasant importing data to QBO strongly preferred
Experience using Melio, Corpay One, or Bill.com workflows for payment approval preferred
Experience with Google Workspace preferred
Experience using DEXT Precision a plus
Experience working with Asana project management software a plus

Certificate or, Associates or Bachelor degree (major or minor) in Accounting, preferred.  Demonstrated understanding of accounting theory.  E.g. Understands why a transaction belongs on the balance sheet as opposed to the income statement, or vice versa, or in one account and not another.

Experience bookkeeping diverse small business models with AND without inventory reporting a plus
Experience bookkeeping non-profits a plus

 

Hourly, $35-45 per hour depending on qualifications and experience.  Paid bi-weekly.

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Written by
August 23, 2022

Senior Bookkeeper & Onboarding Specialist

We are looking for a Rockstar Bookkeeper  to join our team!

Imagine what it’d be like coming to work where you’re respected and have the opportunity to grow and learn new things while truly making an impact in the lives of others. You’re surrounded by a team of ambitious bookkeepers who are supportive, encouraging, and push you to grow into the best version of yourself!

Imagine being not only appreciated but also celebrated for your hard work and being able to streamline the way you do things instead of being told “that’s just how we’ve always done it.”

We’re a growing company and we’re looking for a four-leaf clover (Hint, that could be you!) to join our team and help us meet our mission.

Let’s get the bad news outta the way first:

🔘 The hours start around 15-20 hours per week BUT as you (and we) grow, this can become a full time position with our company, so we’re looking for someone who’s in it to win it. Hours may increase during busy seasons or month end (but honestly, nothing like most accounting firms).

🔘 We’re looking for someone who can add to our team with these part-time hours, but feel like this could be their full-time home, and this is NOT a fit if you’re trying to build your own biz. We’re really looking to GROW!

🔘 We require all hands-on-deck and more hours during busy times to support the influx of work required (while we support taking vacations, we probably won’t approve requests for time off right around crucial deadlines (January 31, Month End Close, etc).

Now let’s talk about the good stuff:

WE WORK REMOTELY (AKA VIRTUALLY💻)… Which means you don’t have to wear ‘business casual’ or sit in traffic. You can come to work in your PJs or yoga pants. Whatever floats your boat. Just please wear clothes.

THE HOURS ARE FLEXIBLE…
We’ll work with you to create a schedule & routine that is good for us both. Our only requirement is that you show up for weekly team huddles, check in & out each day and be within one of the US time zones. We support clients across the US & our HQ is in Arizona (our own timezone altogether)!

THE WORK IS ACCOUNTING, BUT IT’S STILL FUN & YOU’RE MAKING A DIFFERENCE!
You’ll be handling the accounting for 5-10 online business clients who are doing incredible things. You’ll be communicating with clients for missing information and working as a team with the Client Manager to get accurate and timely information to our clients so they can make a bigger impact too.

YOU’LL HAVE TIME TO LEARN & GROW…
One of our core values is growth—personal, professional & financial. Growth mindset plays a critical role in your success as a human, so we provide time & resources for you to continue your education personally, professionally and financially. In fact, continuing education is required. In other words, we pay you to learn.

Must Haves:
✅ Has superior grasp of the English language and can communicate verbally and in writing without coming across brash and abrasive to clients (soft skills are important!)

✅ Has an associates degree in accounting or a bookkeeping certificate PLUS a few years of experience and has a firm grasp on debits and credits

✅ Ambitious, self-motivated, and enjoys problem solving

✅ Always thinking 5 steps ahead and takes initiative

✅ Loves researching & answering questions—being the ‘go-to person’

✅ Flexible with shifting priorities and managing time

❌ Not a procrastinator

✅ Comfortable on Zoom & camera

✅ Available for weekly team meetings and/or 1-1s, daily checkins and checkouts (via Slack)

✅ Must be willing to document and improve all systems + processes (We use Loom to record processes, Notion to document them, & Asana to execute them)

✅ Comfortable working independently with technology and in a 100% cloud-based environment (no paper!)
Preferred:

➕ Has worked 2-3 years in some sort of bookkeeping or accounting role, whether private, public, or a small business

➕ Interested in or actively pursuing CPA (our CEO & Founder is a CPA, so we can help you with getting those hours of experience)

➕ Has knowledge of cloud-based technology & comfortable with iOS (Mac). Some of the systems we use (and can train you on): Google Workspace, Gusto, Stripe, PayPal, Xero, Asana, Notion, Excel/Google Sheets, Slack, Canva, Shopify, Dubsado, Spark, Hubdoc, Adobe Acrobat, 1Password, TaxJar)

➕ Has read Profit First by Mike Michalowicz

➕ Familiar with Sales Tax & Payroll Taxes
Responsibilities + Role

BOOKKEEPER + ONBOARDING SPECIALIST

We need a positive team player who thrives on getting sh** done (and doesn’t mind a few swears). You need to be detail oriented. In fact, we’re so serious about that, that there’s a secret subject line you need to use in your job application, just to prove how detailed you are! Here’s what else we’ll need from you:

Ensure a quick & smooth onboarding experience for new clients
Keep Client Information up-to-date across Notion, Dubsado, and Asana
Setup New Clients in Xero & Hubdoc
Organize digital client files in Google Drive
Run Payroll in Gusto
Review quarterly payroll reports for accuracy
Research + Register clients with various jurisdictions (sales tax and employer taxes)
Request bank statements from clients monthly
Review & Code invoices/bills in Hubdoc
Reconcile daily deposits with Point of Sale (or Ecommerce Platform)
Match & reconcile bank feed transactions in Xero
Ensure proper documentation/receipts for all business transactions
Send client google sheet with questions on transactions (missing receipts/info for coding)
Review & Reconcile Accounts Receivable Aging
Review & reconcile Accounts Payable Aging
Review chart of accounts transactions for accuracy
Reconcile Bank accounts & credit cards, follow up on outstanding items
Reconcile Balance Sheet accounts
Maintain Fixed Asset Ledger
Amortize Prepaid Expenses
Review Vendor files to prepare for 1099 reporting
Process Year End 1099s in Tax1099.com
Your Secret Subject line is “Rockstar Bookkeeper”
Prepare monthly financial reports for Controller’s review
Prepare month end hand off document to ensure a smooth hand off to Client Manager
Update Asana, keep status notes, and check off tasks when completed
Organize Standard Operating Procedures (SOPs) in Notion and make note of any suggestions for improvements + take initiative to improve + update SOPs when needed
Monitor the Client Care shared inbox for client issues/questions; delegate or escalate if needed, but be willing to take control and answer questions from the clients you work on.
Utilize Xero Ask for all client requests (queries) or missing info
Attend weekly team meetings
30-45 minutes per week of continuing education (specific education may be assigned by your manager)
Track your KPIs weekly and be prepared to present them at team meetings:
# of Tasks Past Due
# of Tasks Blocked
Rework (tasks sent back to you for correction)
*Although these are your main responsibilities, this job might encompass other tasks as well.

Requirements

Sitting or standing at a desk for the majority of your workday
Possible travel once or twice per year (to team retreats or conferences)
Sound like a good fit?
We’re looking for a rockstar bookkeeper to start ASAP and we can’t wait to meet you!

We’ll likely receive a mountain of applications for this position, so MAKE YOUR APPLICATION STAND OUT!

 

*Important: This role is more than just day to day accounting tasks. We’re looking for someone to cultivate a positive relationship with our clients and team, be innovative & strategic, helpful to the team and make sure our clients can make the best decisions for their business from the numbers we provide!
Here are a few other details before you apply:

➕ This is a part-time position starting at 15-20 hours a week with room to grow into a full-time position. Pay Range $20-$30 per hour.

➕ We WANT someone who is “in it to win it” + you don’t own your own business or side hustle

➕ If you are hired and you’re a total rockstar (which I’m sure you are) then you can grow into a higher level role where you can thrive and make more $$$

➕ This is a virtual position (work from anywhere) and our only requirement is that you’re based within one of the US Time zones (preference given to AZ, KY, and CA residents) and available for team meetings PLUS do what it takes to hit deadlines

How to apply: (You must follow these steps to be considered)

Send us your resume (in PDF format) along with the following:
Record a short 1-3-minute video telling us why you’re the perfect fit for this position, what you expect to be paid hourly and why you’d fit right in with US! (this video is required and we want you to know… it’s ok if the video isn’t perfect or you’re nervous… we just want to make sure you’re a real human and hear what you have to say.)
Include your “secret subject line”
If you want to take the Clifton Strengthsfinder and share your top 5 strengths, we’d love to know what they are!
Send all the above to meriah@ofcoursebookkeeping.com

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Written by
August 17, 2022

Darlene ********

Hello, my name is Darlene I’m the established owner of Darlene Martinez Virtual Bookkeeping Solutions. I work in various situations that range from my own personal clients to helping in Accounting firms.

My work experience over the last six years is the following; invoicing, transaction categorization, setting up accounts, CoA clean up and set ups, reconciliations, analyzing data for client off of the p&l and balance sheet, monthly to bi-weekly management reports, payroll set up, entity establishment, tax carryovers, estimated quarterly taxes, analyzing data for client off of the P&L and balance sheet, clean ups of business accounts, and much more.

I enjoy running numbers and piecing together business accounts so the client can understand what is going on financially in their business. Excellent communication is very detrimental to the client and owner of the business it establishes trust so the client can remain a client for years to come. Other skills I hold as a high standard would be organization, time management, attention to details, computer skills, problem solver, independent, and keeping a professional attitude under high stress situations.

It is very important to me to meet the needs of my clients so they can level up in their business by understanding the numbers. That is why I make sure they understand what I am saying and feel safe asking questions. I hold a no judgment zone and clients are happier when they know they can come to me with questions they would not normally go to another accountant about.

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Written by
August 15, 2022

Rebecca ******

Rebecca Currah

Teacher/Stay at home Mom

Compassionate, proficient Mom and Teacher with 7 years of experience in the classroom and even more experience with everyday family life. Skilled in providing excellent care to my family and those around me. Very passionate, hard-working and diligent.

Experience

Education

2015 – Current

Stay At Home Mom

Taking care of my three beautiful children. Overseeing their homeschool education and extracurricular learning. Since 2015 I have also done some in home childcare to help friends I know.

2009 – 2015

Elementary Teacher (1st & 2nd Grade)

During my time as a teacher, I taught every grade from 1st – 8th but spent most of my time in 1st and 2nd grade. I was able to build my skills in teamwork and building relationships with students and parents.

2006 – 2009

Loan Servicing Specialist

I worked via email and phone to service part loans for a bank. Communicated with banks in other states to balance loans, pay loans and find errors on bank statements. Developed quick typing skills and the ability to communicate

2005 – present

Bachlor of Science in Education

Alverno College
Skills

·      Leadership

·      Organization

·      Great Communication

·      Teamwork

·      Multitasker
Contact

S76W14140 McShane Dr

Muskego, WI 53150

(262) 442-3032

beckycurrah@gmail.com

 

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