Bookkeeper or Accountant

I’m looking to hire Bookkeeper or Accountant with US Expereince
You must have solid experience in Quickbooks Desktop – any experience in QBO Xero, etc etc are beneficial
CA CPA solo firm with 80 current clients and growing. Prfer Full time 40 hours per week, but will consider part time for the right person. Work from home with your PC setup (no Mac). Hours are flexible, work whenever you like, take off whenever you need to (as long as the work gets done) Looking for a solid person who wants consistency in thier position for many years.

I am a big advocate of AI, process automation, and using technology for our benefit. For example – we now use ChatGPT4 to categorize many transactions – reducing manual bookkeeping entries. I expect someone like minded and is looking to the forefront of process improvement and trying new things.

Work primarily independently with no supervison. You must be able to communicate proactivley with US clients. Being availible to Zoom with cleints is a plus, but not required. Please reply with # of years experience, salary requirement, when you can start, and any questions about the job.

Job duties/responsibilities:
1. You must have experience with Quickbooks desktop
2. Ability to look at financial statements in QB and determine if they are correct and “tax ready” and make corrections and adjustments as needed.
I.E. locate a loan, create an amortization schedule, book AJE for interest expense.
3. Directly communicate with clients about missing info and articulate what is needed to achieve “tax ready” books

Helpul if you have US tax experience, including:
1. Identify US tax documents coming in from clients.
2. Organize those documents into a spreadsheet
3. Compare prior year’s documents and amounts to current year documents, looking for missed documents, large differences, etc
3. Preparing US tax returns. Ideally the more experience the better: 1040, 1120, 1120S
4. Experience with Drake tax software
5. Ability to have both QB and tax software open at the same time: reviewing prior years, make book adjustments, adjust books to tax differences, and enter tax info from the books.

To apply, you must reply with the answer to these questions – applicants without these will not be considered
1. A client has a payroll company that took out monthly ACH totalling $65,870 and $13,450, and $950 for the year. 1. How does this need to be adjusted on the books so that they are “tax ready”? How would you get the info you need? What documents would you need?
2. If the amount taken out of a client checking account by a payroll company does not equal the amounts on the forms you have, what investigation would you do to find the “missing” amount – what are a few things the difference could be?
3. If a loan’s payments are defered, the first payment after a period of 12+ months of loan deferal will be applied to what?
4. A $100,000 loan has a 12% interest rate, what is the entry for a monthly payment of $1500 ?
Bonus:
1. If a business has $300k in revenues and $15,000 in meals, should this be adjusted? Why?
2. An auto is used in an S-corp business but is also used by the owner for personal use. All gas has been recorded on the books, but auto repairs were paid personally. What needs to be done?
3. A business owner purcahses a new electric vehicle for business and personal use – what questions do you need to ask and what allocations and adjustments do you need to make the books “tax ready”?