Bookkeeper

This is a remote position. No in person work. People living outside America are encouraged to apply.

Our team members are the key to our success. If you join us, you will have access to tech-friendly tools in a supportive and professional environment. We invest in your career development. We care about work-life balance.

We are seeking a team player who has experience with quickbooks and using formulas in Excel spreadsheet.

Here are the job responsibilities:
1. Accounting System Mastery:
– Successfully set up and maintain the firm’s accounting software, ensuring accurate recording of financial transactions and streamlined financial processes.

2. Efficient Transaction Recording:
– Consistently record day-to-day financial transactions with precision, including client billings, expenses, and vendor payments, maintaining a high level of accuracy.

3. Bank Reconciliation Expertise:
– Skillfully conduct regular bank reconciliations, ensuring financial statements reflect accurate balances and promptly addressing any discrepancies.

4. Client Invoicing Excellence:
– Generate client invoices promptly and accurately based on billable hours or agreed-upon billing structures, optimizing the billing process.

5. Proactive Accounts Receivable Management:
– Proactively monitor and follow up on outstanding client payments, successfully ensuring timely collections and minimizing overdue accounts.

6. Effective Collection Calls and Correspondence:
– Conduct collection calls and correspondence with professionalism and diplomacy, resulting in successful resolution and improved client relationships.

7. Strategic Payment Plans:
– Collaborate with clients to establish reasonable payment plans when necessary, fostering fair resolutions and maintaining positive client relations.

8. Transparent Communication with Attorneys & Leadership:
– Provide regular updates to attorneys on outstanding receivables (normally via Clickup system), facilitating transparent communication and collaborative efforts to address financial concerns.

9. Resolution of Billing Disputes:
– Effectively resolve billing disputes with attorneys and clients, ensuring a swift and amicable resolution to maintain positive client relations.

10. Detailed Collections Records Maintenance:
– Maintain detailed records of all collection efforts, including comprehensive communication history and successful agreements with clients.

11. Insightful Reporting on Collection Metrics:
– Generate insightful reports on collection metrics, offering valuable insights into the effectiveness of collection efforts and identifying areas for improvement.

12. Strategic Legal Action Coordination:
– Collaborate with attorneys and management to strategically determine when legal action is necessary for challenging collections, adhering to legal and ethical guidelines.

13. Comprehensive Expense Tracking:
– Track and categorize all expenses meticulously, ensuring accurate documentation and providing a clear overview of the firm’s financial health.

14. Accurate Payroll Processing:
– Process payroll time and accurately for law firm staff, ensuring compliance. We use Click to view and Click to view

15. Informative Financial Reporting:
– Generate informative financial reports, including profit and loss statements, balance sheets, and cash flow statements, providing valuable insights for decision-making.

16. Efficient Tax Preparation Support:
– Work collaboratively with the firm’s tax professionals, providing accurate financial data for tax preparation and filings, ensuring compliance with tax regulations.

17. Timely Notify Assigned Team Member
Timely notify team member that a client paid when they recently signed with us (via win chat and Clickup file)

18. Timely Notify Client
Timely notify client if late on payment (likely if not on autopay) or payment failed
19. Strategic Financial Analysis:
– Conduct strategic financial analysis, identifying trends and assessing profitability to provide valuable insights for decision-making and resource allocation.

20. Collaborative Budgeting Assistance:
– Collaborate effectively with firm management in creating and monitoring budgets, contributing to cost control and resource allocation.

21. Trust Account Excellence:
– Successfully manage client funds in trust, ensuring compliance with trust accounting rules and maintaining accurate trust account records.

22. Efficient Record Retention System:
– Establish and maintain an efficient system for retaining financial records, ensuring compliance with legal and regulatory requirements.

23. Clear Communication with Attorneys and Management:
– Provide regular, clear financial updates and reports to attorneys and firm management, addressing financial concerns and questions proactively.

24. Positive Client Relationship Management:
– Maintain positive and professional relationships with clients during the collection process, preserving the overall client relationship and fostering satisfaction.

25. Collaborative Approach with Legal Team:
– Collaborate seamlessly with the legal team to understand the timing of when to collect money for each client’s case, tailoring collection efforts accordingly for successful outcomes as some clients may want an update on their case when you collect information.

26. Productive Monthly Collection Meetings:
– Actively participate in productive monthly collection meetings with management, contributing insights, discussing strategies, and addressing challenges for ongoing improvement.

27. Vendor Relationship Management:
– Successfully manage relationships with vendors, ensuring timely payment of invoices and negotiating favorable terms when possible.

HOW TO APPLY?

Step 1: Click to Watch short video Click to view/k4nxA6nQ

Step 2: Complete job application

Step 3: We will review your answers then provide you a link to complete an assessment.

Why work with us?

Starting wage depends on experience and qualifications. $550 is base minimum. To give you an idea, $750 is example for applicant who has the exact experience preferred.

Monthly and quarterly bonuses on targets achieved
Great training provided and learning environment
Growth opportunities
We are a growing company and we are looking for a HUNGRY team of individuals looking to change their lives!
We are dedicated to working together, helping others, and the best part, WINNING!!!