ABOUT MONEYFIT

MoneyFit is a cloud-based accounting firm that has a special passion for small businesses. They have a tough road, and our job is to assess and expertly advise, helping owners understand what their numbers are communicating. 

We’re looking for a bookkeeping and accounting professional to be the boots-on-the-ground support for the Accounting Manager. This role wants to be someone who excels at the entire experience of service and support. You thrive in the minutia, are driven by process, and organize and polish like a pro.

You’ll be joining a team 15 years in the professional making. Some days we’re all protocol, defined and clear. Other days, we’re on a new client - mapping the terrain, tech-ing them out, laying the road as we define it. You are the sharp, strong, fun one whose attitude and discernment puts us at ease on the days a client thinks the sky is falling. Our clients don’t just send files to work on, we’re in the trenches with them, linked arm in arm.  

Overall, we ask questions: Does the company seem aligned, healthy? Is everything flowing as it should? We work with curiosity and integrity, and put people first. Beyond your on-time accuracy, sleuthing and savvy, you’re patient, kind, and foundational to the standard of excellence we prioritize at MoneyFit.

DAILY FLOW 

• Manage 10-15 client relationships across a number of industries

• Maintain clients’ accounting workflows using cloud-based software, such as QuickBooks Online, BILL, Dext and Gusto

• Provide on-time and accurate:

• Document management, verifying the accuracy of information

• Reconciliations of bank and credit card accounts, including analysis of uncleared transactions or discrepancies

• Work with your MoneyFit power team as the right hand support for an Account Manager, which could include payroll processing and budget preparation

• Ensure accuracy of financial information before submitting for review to Account Manager 

• Communicate and collaborate with clients to obtain required information and support clients’ back office workflows

QUALIFICATIONS

• A degree in Accounting, or related discipline with supplemental accounting coursework

• Two or more years of Client Accounting Services (CAS) or CPA firm experience, or in an accounting/finance department of a multi-entity organization

• A minimum of two years experience in QuickBooks Online (QBO Certification preferred)

• At least one year of experience successfully working in a remote environment using Asana (or similar), Slack, and Google Suite

• Exposure to apps in our tech stack, such as BILL, Melio, Gusto, Dext, SaasAnt, Hubspot, Stripe, Square, Shopify, or similar apps, a plus

• Experience with the real estate, restaurant, and/or consumer products industries, a plus

• Excellent organization and time and project management skills

• Great oral and written communication skills

• High degree of ethics and integrity

• Capability to adapt and pivot to client needs with ease and curiosity in a changing, deadline-driven environment

COMP & BENEFITS

• Salary: $50,000-60,000/year, depending on experience

• SIMPLE IRA with 3% match

• Two weeks PTO per year to start

• We haven’t had a need to offer health insurance yet, but if this is something you require we’re open to a conversation about it.

• We value work/life balance at MoneyFit. If you have an event, personal appointment, etc., you can adjust your work hours accordingly.