Crisp Recruit - Global Bookkeeper
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Requirements
• QuickBooks Expertise: Proven experience with QuickBooks Online cleanup projects; individuals who are certified are highly preferred. • QuickBooks Expertise: • Trust Accounting Mastery: Demonstrated expertise in three-way reconciliations and compliance with IOLTA requirements, with a strong understanding of the high-risk nature of trust accounting and the importance of accuracy in maintaining regulatory compliance. • Trust Accounting Mastery: • Autonomy: This role is well-suited for someone who works confidently and independently, can take initial direction and run with it, and keeps the team informed through clear and timely updates. • Autonomy: • Analytical Skills: Strong capability to diagnose financial discrepancies and implement effective solutions. • Communication: Ability to clearly explain financial corrections and provide needed updates to the team. • Communication: • Project-Based Engagement: Open to a 3–4 month contract role focused on completing a defined accounting cleanup project, with the potential for additional work depending on future needs. • Project-Based Engagement: • Remote Work Readiness: Able to work independently in a remote environment, maintaining consistent productivity, reliability, and clear communication without the need for close supervision. • Remote Work Readiness:
Responsibilities
• QuickBooks Cleanup: Conduct a thorough audit and cleaning of existing QuickBooks files, identifying misclassified transactions and correcting broken reconciliations. • QuickBooks Cleanup: • Trust Accounting Compliance: Manage IOLTA account handling, trust transfers, and three-way reconciliations to mitigate compliance risks. • Trust Accounting Compliance: • Systems Stabilization: Clarify revenue and expense tracking, ensuring accurate books in preparation for tax filing. • Systems Stabilization: • Documentation: Provide clear, comprehensive documentation of corrections and establish processes for maintaining clean books. • Documentation: • Future Preparation: Prepare the firm for a system migration with a clean financial slate, ensuring successful transition to MyCase. • Future Preparation:
Benefits
• High-Impact Role: Play a crucial part in a project with immediate and visible outcomes, enhancing the firm’s compliance and integrity. • High-Impact Role: • Professional Autonomy: Enjoy the freedom to run your projects with minimal oversight and direct access to leadership for swift decision-making. • Professional Autonomy: • Meaningful Work: Contribute to a firm that deeply values the precision and reliability of its financial operations, ultimately impacting client trust and firm reputation. • Meaningful Work: • Professional Growth: Opportunity to engage with complex financial systems, perfect for enhancing your accounting portfolio. • Professional Growth: • Monthly Compensation: $1,750 - $2,000 per month
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