Multi-Client Controller

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July 3

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BooksTime

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B2B • Finance • SaaS

BooksTime is a dedicated bookkeeping and accounting service provider that specializes in helping small business owners and organizations maintain accurate financial records. With a focus on personalized service, they match clients with experienced bookkeepers who understand their specific industry needs. BooksTime guarantees 100% accuracy in financial reporting, allowing clients to make informed business decisions without the stress typically associated with bookkeeping. Their competitive pricing and commitment to client satisfaction have made them a trusted choice for various sectors, including nonprofits, law firms, real estate, and construction.

51 - 200 employees

Founded 2016

🤝 B2B

💸 Finance

☁️ SaaS

💰 Seed Round on 2016-04

📋 Description

• This is a remote position. • Are you looking for: Flexible hours; 100% remote work; Friendly colleagues, and Endless learning opportunities? • Would you be great at: Building relationships with clients, Managing difficult client information and Supervising bookkeeping for small businesses? • If so, this opportunity is for you!

🎯 Requirements

• We're Looking for Someone Who Is: • Experienced. Our ideal candidate has handled the accounting for multiple companies (either in-house or in an accounting/bookkeeping firm). If you have any of the following titles, it’s a good sign: Controller, Finance Manager, Full Charge Bookkeeper, Director of Accounting, VP of Finance, CFO, Senior Accountant, etc. Management experience is valuable but not required. Candidates should also have hands-on experience working directly in QuickBooks. Ideally, you have worked with several clients simultaneously. • Knowledgeable. Most folks in this role have degrees in accounting (or similar) though this isn't strictly required. Being a CPA and/or ProAdvisor would be a plus, and common for this role, but these aren’t required either. • Highly organized. This role is a high-speed juggling act. You need to juggle multiple clients with different services and coordinate the work of a diverse team of bookkeepers. This requires exceptional organizational and time management skills. • Great at building strong relationships. A key part of the role is to establish a personal rapport with the clients. More than just an accountant, the goal in this position is to become a trusted advisor. This takes a friendly, positive “people person” who can handle the most difficult of clients and work strategically to address the problem. • A great communicator. As the face of BooksTime to the client, you should have excellent professional communication skills. You will need to be perfectly fluent in English (written and spoken). • Tech-savvy. You will need to be adept with computers and good at figuring out new systems and tools. Excel expertise is preferred. QuickBooks Online or Desktop experience is required. Experience with other accounting software, such as Xero or NetSuite, is not required but would be helpful. • An adaptable, fast learner. Every client is unique in terms of personality, needs, software, etc., so each new client is a learning experience. We need someone who feels very comfortable diving in and figuring things out. If you are happiest maintaining a well-established process that someone else designed, this is NOT the ideal role for you. If you love looking for creative solutions to new problems all the time, you could be a perfect fit!

🏖️ Benefits

• Flexible schedule • Health insurance • Professional development assistance • Work from home • Simple IRA with employer matching after 2 years • Starting PTO of 20 days for full-time employees.