JOB OVERVIEW
We’re super thrilled to announce a fantastic opportunity to become a part of the Leaf Book CFO Services team as our Assistant Controller and Senior Bookkeeper!
What’s in it for you…
Joining our squad, you’ll be part of a team of stellar Bookkeepers, Accountants, and CFOs. You’ll feel empowered and have the opportunity to grow with us; the opportunities are unlimited! We will grow and hire more, so you have the potential to become a manager, a director… maybe even CFO – if you are amazing!
We also love investing in our team members’ education. There will be a lot of focus on training so you can increase your skills.
The best part is, here at Leaf Book CFO Services, you’ll not only thrive professionally but also find balance personally.
At our firm, we believe that work is meant to support life, not the other way around. Family always comes first, and we encourage our team members to prioritize important family and personal events, like attending their children’s school activities or spending time with loved ones.
What a career here looks like…
If you’re on the hunt for a place where your career isn’t just a job, but a journey of growth and excitement, then stick around, because it gets better.
Here at Leaf Book, we toss the whole corporate ladder concept out the window. We’re not about the hustle for titles. We’re about crafting a work environment that’s as supportive and flexible as it is dynamic and inspiring.
You’ll be joining a crew of dedicated professionals who are all about supporting each other’s learning, growth, and success. Our team is empowered to develop meaningful client relationships, create impactful solutions, and advance their careers while contributing to the financial success of small businesses
So, if you’re eager to make a tangible, positive impact and keen to grow your management and leadership skills, then Leaf Book CFO Services is a great choice for you. Let’s achieve great things together!
What’s needed from you…
At Leaf Book, we help business owners by providing expert financial guidance and accounting services that empower them to thrive, by ensuring financial clarity, improving cash flow, and driving profit through a personalized approach.
We need you to manage the financial operations, including accounts payable management and some bookkeeping functions, for multiple clients, so Summer, our owner, can focus on growing the business.
You will ensure accurate financial data, improve cash flow, and guide financial decision-making. Additionally, you will play a key role in developing and documenting processes and procedures to improve the financial operations of our clients, helping them achieve long-term financial success.
Given this is a 100% trusted professional work-from-home position, we’re looking for you to have rock-solid high-speed internet and a backup power source for those unexpected outages to help keep you online.
We need you to have a professional workstation that’s free from distractions.
So, are you ready? To apply, at the top of your cover letter, please write “Numbers don’t lie”.
What are you in charge of…
– Work closely with the Fractional CFO to provide strategic financial oversight for multiple small business clients, including cash flow management, budgeting, forecasting, and financial analysis.
– Provide strategic financial oversight for multiple clients, including cash flow management, budgeting, and cash flow forecasting.
– Manage accounts payable and oversee the bookkeeping functions for clients, ensuring accurate and timely processing of transactions.
– Manage month-end and year-end close processes, ensuring accurate and timely financial reporting.
– Ensure compliance with US GAAP and other relevant financial regulations (if applicable).
– Develop and implement accounting policies and procedures for clients to improve operational efficiency.
– Create, document, and maintain standardized financial processes and procedures for clients, ensuring consistency and efficiency in financial operations.
– Collaborate closely with clients to understand their financial needs, providing tailored recommendations and guidance.
– Prepare financial statements and present them to clients, offering insights into financial health and suggestions for improvement.
– Monitor and analyze financial performance, identifying trends, risks, and opportunities for growth.
Serve as a trusted advisor to clients, assisting with key financial decisions and long-term planning.
– Coordinate with tax advisors, auditors, and other external partners to ensure accurate and compliant financial practices.
– Train and mentor client accounting staff when needed to enhance their capabilities.
– Maintain confidentiality and act in the best interest of each client in alignment with our firm’s values.
This role offers plenty of variety and would suit someone who is proactive, organized and driven to succeed. You’ll need a good eye for detail, as well as the ability to set goals and manage priorities.
About you…
If you’re friendly, caring, deeply ethical, and tech-savvy, we want you!
As part of our team, you’ll prioritize tasks in a fast-paced environment, work on multiple assignments, and contribute as a high-performing team member.
You are a problem solver. Reason, logic, and process is your zone of comfort.
You are trustworthy. The clients and the team can trust that you will handle sensitive financial information with integrity.
You are accountable. You take full ownership of your responsibilities, ensuring that financial operations run smoothly without needing constant oversight.
You have a positive attitude. You have a positive outlook who is solution-focused. You bring a sense of calm and assurance to clients facing financial challenges.
You’re a well-rounded out-of-the-box thinker who loves achieving professional and technical excellence.
You have excellent written and spoken English. You are communicative.
You’re organized, proactive and committed to delivering high quality work on time.
You need to have…
– 3 years QuickBooks experience. QB Enterprise experience is a plus.
– 2 years of accounts payable experience
– 3 years US bookkeeping experience
Preferred (Not required):
– Experience with Xero
– Assistant Controller experience
– QuickBooks ProAdvisor Certified
– Public accounting experience (It doesn’t have to be the Big 4.)
Pay and benefits…
For this full time role, starting pay is $1000 per month depending on experience. If you believe you have more to offer, tell us what you’d like and why you’re able to deliver more value.
Work Hours…
Full time position (40 hours/week)
At least 4 hours of overlap with US CST while training. This can be reduced over time as you learn the role.
How to apply…
If you’re ready for a role that respects your professionalism and values your contribution, we’re excited to welcome you to Leaf Book CFO Services. Apply today by sending a SHORT cover letter to [email protected].
Lauren M.
Leaf Book Business Services
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