Bookkeeper and Office Coodinator

With ambitious growth ahead and a culture built on collaboration, accountability, and purpose, we are excited to welcome a new member to our team.

Good Leadership is an organizational effectiveness firm who partners with leaders at every level to build a culture of healthy accountability. Clients leverage our coaching processes, development programs, diagnostics, and tools to align teams to thrive and win together on the foundational concept: Goodness pays.

This is a full-time, in-office role, reporting to the Chief Operating Officer, with 2/3 of the role focused on bookkeeping, and 1/3 on office coordination. Benefits include paid holidays, paid time off, participation in a company sponsored Simple Plan upon completion of an eligibility period, employer paid FMLA insurance, and health insurance.

Required experience:

Bachelor’s degree in accounting preferred

Demonstrated analytical, strategic, and innovative thinking

Demonstrated oral and written communication skills

3-5 years of experience executing in a fast-paced office environment

Proficient in QuickBooks online

Must have thorough knowledge and understanding of cash and accrual based accounting and financial schedules

Preferred experience:

· Work with a family-owned business

· Work with ADP payroll processing

Objectives:

· Accurate, detailed entries and reporting from QuickBooks and associated platforms (payroll, etc.)

· Timely data input to ensure accurate financial reporting

· Deliver accurate, effective communication to all stakeholders

· Support the firm operations through office coordination

Specific bookkeeping job functions (2/3 of role):

Process and report on financial transactions and tasks including, but not limited to:

Accounts Payable

All aspects of accounts payable including, but not limited to, vendor and contract management, invoice entry, payment processing via check or ACH, credit card receipt tracking and reconciliation, managing future payables schedule, etc.

Accounts Receivable

All aspects of accounts receivable including, but not limited to, setting up new clients, invoicing and payment receipt, managing future invoicing schedule from client contracts, track client reimbursable expenses, managing credit card payments via Stripe, following up on past due invoices, etc.

Employees

· All aspects of payroll including, but not limited to, processing bi-weekly payroll including verification of quarterly and annual reports, tax compliance, commission tracking, completing audits and surveys, processing SIMPLE IRA contributions, participating in employee onboarding, etc.

Inventory

· Maintain proper book inventory in QuickBooks for Good Leadership titles and How Goodness Pays

Monitoring

· Monitor cash balances in business banking accounts with regular communication to Chief Operating Officer and Chief Financial Officer

Tracking, reporting, budgeting

· All aspects of tracking and reporting including, but not limited to updating weekly cash flow, generating accurate monthly financial reports (profit & loss, balance sheet, inventory), maintaining and managing a schedule of deferred revenue and expenses, preparing for regular meetings with Good Leadership’s business consultant. Partner with Chief Operating Officer to create annual budget, etc.

Tax information

· Aspects of tax reporting including, but not limited to, maintaining records for end of year 1099 coordination with tax accountant, prepare and file quarterly sales and use tax returns, partner with Chief Financial Officer for business tax preparation requirements

General

· Maintain an organized filing system of paper and electronic documents utilizing Microsoft Teams

· Help with financial duties at company events (Good Leadership Breakfasts, Conference, Awards, etc.)

· Partner with Chief Operating Officer and Chief Financial Officer to ensure financial best practices

Specific office coordination job functions (1/3 of role):

Responsibilities include, but not limited to, greeting and welcoming office guests, lunch coordination for in-house events, ensuring the office is stocked with supplies, snacks, beverages, etc., shipping books, etc.

Professional skills

• Fully competent on Microsoft Office Suite, including, but not limited to, Outlook, Excel, and Teams
• Fully competent on QuickBooks online
• Executive presence; professional, friendly, pleasant, and effective with clients, vendors, and contractors
• Organized, detail-oriented, and systems-minded
• Demonstrated strong initiative and follow-through
• Demonstrated problem solving skills
• Strong organization and time management skills
• Ability to be flexible and nimble to react and respond quickly
• Ability to work independently
• Responsive and accurate; detailed follow-through
• Applications accepted via email to [email protected].

Pay: $57,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Paid sick time
• Paid time off
• Paid training
• Vision insurance

Experience:

• accrual based accounting: 3 years (Required)

Work Location: In person