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Accounting Specialist

Job not on LinkedIn

🔥 0 minutes ago

🎸 Tennessee – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

Where this job comes from

Posted on Plan Left's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Plan Left

Plan Left

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.

📋 Description

• 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; obtain leadership approval for journal entries • Deliver a monthly P&L, balance sheet, and AR aging by the 10th, with every account reconciled and nothing left in Uncategorized or Ask My Accountant • Keep the books clean and ready for the CPA's quarterly review • Own monthly invoicing for all recurring clients through Nickel, sent on the 1st of every month • Issue one-time project invoices as new contracts are signed • Track open invoices and send payment reminders on anything 15+ days past due • Apply payments to the correct invoices • Enter vendor bills, schedule payments, and keep vendor records current • Pay vendors on time with zero late fees or penalties • Collect contractor hours, rate changes, and new-hire details for each biweekly payroll cycle • Submit and confirm payroll inputs before every ADP deadline • Build and maintain written 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 only items requiring a decision, with research already done

🎯 Requirements

• 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 (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 • Preferred: 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

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