URGENT - Experienced QuickBooks Desktop Migration and Quickbooks Online Bookkeeper / Accountant Needed

This is an URGENT OPENING we need to fill, and we will be aggressively looking through every application the same day we receive it.

We are a full-service bookkeeping, accounting, tax, and CFO advisory services firm that is operated almost exclusively by our amazing team in the Philippines. Our focus is on optimizing how our clients use QuickBooks Online (QBO) so we can provide them with financial analytics and dashboards on a recurring basis to help their businesses thrive. Often we have clients using QuickBooks desktop, wanting to migrate over to QuickBooks Online. Our firm is experiencing much more demand than we can handle, so we need to hire more bookkeepers to manage the onboarding, QBD Migrations, QBO cleanup, and daily bookkeeping needs of our clients.

COMPANY CULTURE:

We are a vibrant and supportive company. When you speak with our staff in the Philippines, you’ll find that we treat our team with respect and genuinely care for each member. Unlike many other firms, we recognize and value our international tea ---------- mbers as client-facing experts. Your insights and contributions are not only welcomed but are essential to our growth and success.

We want someone who is fun to work with, has a positive attitude, is caring and kind to others in our team, is highly self-directed, highly organized, and has a very high standard for themselves. We also want someone who is willing to receive feedback and looking to continually improve so they can be a part of our team in 5 years, 10 years and even longer term.

What sets Simple Financials apart is our commitment to our team’s well-being and professional development. You are more important than the client; if a client disrespects you, we will prioritize your well-being over their business. Our culture is built on mutual respect, flexibility, and a genuine interest in helping each tea ---------- mber achieve their personal and professional goals. We listen to your feedback and work together to create a supportive and enriching work environment.

COMPANY AND STAFF BENEFITS:

• Flexible Work Schedule: During your first three months of Onboarding and Training, it is suggested you come in during CST work hours to maximize your exposure to our company culture and get the training you need to perform at and above expectations. After successfully completing your Onboarding and Training phase, other than the team and client meetings scheduled in CST, you're free to work during your preferred hours.

• Health Insurance Reimbursement: We will reimburse part of your monthly PhilHealth and Social Security System payments for $30 monthly.

• Paid Time Off (PTO): You will start earning vacation leave credits the day you start working at Simple Financials. These leave credits accrue with worked hours, and by working 40 hours per week for the entire year, you will earn:

- 15 days of vacation leave credits per year for the first two years
- 18 days of vacation leave credits per year during your years 3 and 4
- 21 days of vacation leave credits per year after 5 years of tenure

• Paid Holidays: Simple Financials observes specific US holidays. On these days, you will get holiday pay equal to your regular number of hours per day:

• Independence Day (July 4),
• Thanksgiving Day (every 4th Thursday in November),
• Christmas Eve (December 24),
• Christmas Day (December 25),
• New Year’s Day (January 01), and
• New Year’s Eve (December 31)
• Easter Monday (Monday after Easter Sunday)

• Profit Sharing Program: Recently, we have introduced a profit-sharing program for all eligible staff members once they have completed the training and onboarding period. Candidates may also be eligible for profit sharing after 1 year of working with us.

• Company Retreats: To foster employee engagement, we organize in-person retreats or outings that also strengthen camaraderie among our tea ---------- mbers. These usally occur two to three times per year.

• Ad Hoc Bonuses: Periodically, we give bonuses for personal milestones such as Mother’s Day, Birthday, Christmas, etc.

• Advancement, Growth, and Leadership: As we acquire more companies, you will have long-term growth potential for advanced roles and learning. Over the next 3-5 years, the successful applicant would progress in their role with more strategically-focused responsibilities and potentially manage a team of bookkeepers at higher compensation ranging from $30,000 USD (1.7M Philippine pesos) to $40,000 USD (2.25M Philippine pesos) annually.

THE IDEAL CANDIDATE WILL HAVE MOST OF THE FOLLOWING EXPERIENCE:

- Successfully converted companies from QuickBooks Desktop (QBD) to QuickBooks Online (QBO)
- Reconcile, update and create reports from the Quickbooks Desktop ecosystem
- Reviewing a client's QBO Bookkeeping to point out issues and inaccuracies.
- Cleaning up messy, inaccurate, and unreconciled books in QBO.
- Creating Journal Entries, monthly, quarterly, and annually for things like payroll, depreciation, amortization, etc.
- Categorizing and matching transactions daily and weekly in the banking section.
- Creating invoices, sales receipts, credit memos, expenses, purchase orders and bills in QBO.
- Accurately using Locations, Classes and Tags in QBO for better reporting.
- Monthly reconciliations to ensure accuracy.
- Knowledge of advanced reporting features.
- Strong proficiency creating financial models in Excel and Google Sheets.
- Strong proficiency in visualizing data with charts and graphs in Excel and Google Sheets.

OTHER REQUIREMENTS:

- Great written and spoken English
- Timely and professional email etiquette
- High-speed internet and a reliable computer
- Professional camera & microphone
- A quiet space to have confidential and professional conversations with clients

COMPENSATION:

The position will include a three-month training and onboarding period, which will be compensated at $6 to $7 USD per hour (based upon experience and skills) for the first three months. After this period, compensation will increase by $1 to $2 USD per hour (projected around to $7 to $9 USD per hour for the next nine months of working under the current management to advance in their role (more time if needed).

After a year of working with our company, compensation will increase to $9 to $12 per hour USD, based upon performance and experience, with annual promotions and raises to follow, and can be higher given your level of success in the position.

Plus, all the benefits mentioned above!

TO APPLY:

This is an URGENT OPENING we need to fill, and we will be aggressively looking through every application the same day we receive it.

If you are ready to apply, please copy-pasting the link below and follow all the listed steps, including uploading a resume, filling out the application and answering the questions about your skills and experience:

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Please Note: It is best to have already taken your English Proficiency Assessment on your Onlinejobs.ph profile through ---------- and the IQ Test through ---------- before applying since we will request both of these in the application process. It is not mandatory to have them completed but it will improve your chances of moving along in the process.

The last round will be an interview with some of my other tea ---------- mbers in the Philippines and an interview with me. Then we will make our final decision.