
11 - 50 employees
Founded 2012
📣 Marketing
☁️ SaaS
🛍️ eCommerce
Marketing • SaaS • eCommerce
Plan Left is a company that specializes in enhancing online presence and user experience through integrated marketing services. They offer a range of services including SEO, social media marketing, digital advertising, eCommerce marketing, and custom software development. Plan Left focuses on ROI-driven strategies, offering free SEO reviews, website development, and turnkey solutions for high-performance marketers. Their expertise extends to ADA compliance and enterprise hosting, ensuring comprehensive digital solutions for businesses. Recognized for their work in multiple industries, Plan Left emphasizes transparent planning, execution, and client empowerment.
🔥 9 minutes ago
Where this job comes from
Posted on Plan Left's careers page, not through a job board
First seen by Remote Rocketship 9 minutes ago

11 - 50 employees
Founded 2012
📣 Marketing
☁️ SaaS
🛍️ eCommerce
Marketing • SaaS • eCommerce
Plan Left is a company that specializes in enhancing online presence and user experience through integrated marketing services. They offer a range of services including SEO, social media marketing, digital advertising, eCommerce marketing, and custom software development. Plan Left focuses on ROI-driven strategies, offering free SEO reviews, website development, and turnkey solutions for high-performance marketers. Their expertise extends to ADA compliance and enterprise hosting, ensuring comprehensive digital solutions for businesses. Recognized for their work in multiple industries, Plan Left emphasizes transparent planning, execution, and client empowerment.
• Own the day-to-day books for a growing digital agency • Reconcile every bank and credit card account in QuickBooks Online weekly and at month-end • Complete weekly reconciliations every Monday so QBO balances match actual bank statements • Catch and flag discrepancies such as missing deposits, duplicates, or wrong amounts the same day • Trace unusual transactions back to the bank, invoice, or contract before posting • Prepare journal entries requiring leadership approval • Deliver a monthly P&L, balance sheet, and AR aging by the 10th • Keep the books clean and ready for the CPA's quarterly review • Own monthly recurring-client invoicing through Nickel on the 1st of every month • Issue one-time project invoices as new contracts are signed • Track open invoices and send payment reminders for invoices 15+ days past due • Apply payments to the correct invoices and reduce past-due AR • Enter vendor bills, schedule payments, and maintain vendor records • Pay vendors on time • Collect contractor hours, rate changes, and new-hire details for biweekly payroll • Submit and confirm payroll inputs before every ADP deadline • Build and maintain SOPs for recurring processes • Use QBO bank rules, templates, and available tools to resolve routine issues independently • Respond to client, vendor, and team questions within one business day • Escalate items requiring decisions with research completed
• 3+ years of full-cycle bookkeeping for US small businesses • Daily, hands-on experience in QuickBooks Online, including bank feeds, bank rules, and reconciliations • Experience with invoicing, AR collections, and AP for a service business • Familiarity with US payroll inputs for W-2 and 1099 workers and a provider like ADP or Gusto • Strong written English for client and vendor emails • Proven attention to detail and a habit of documenting your work • Experience with Nickel or similar invoicing and payments platforms (preferred) • Experience supporting a digital agency or professional services firm (preferred) • Experience working alongside an outside CPA on quarterly reviews and year-end (preferred) • QuickBooks Online ProAdvisor certification (preferred) • Experience writing SOPs or process documentation (preferred)
• Full-time employment • Remote work arrangement
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