Controller-Level Bookkeeper

If you are a tech-savvy, talented, experienced, controller-level Quick Books bookkeeper with managerial skills who desires work/life balance, this could be the ideal opportunity for you.

We are a progressive bookkeeping firm for small business, woman-owned, women-led. We are technology-forward, opportunity-driven, and we excel at providing outstanding service to our clients. We encourage paperless solutions, virtual communication, and cloud-based technology. We offer bookkeepers the opportunity of a flexible work schedule that supports work-life balance.

We perform background and reference checks on all new hires.

Provide solutions-oriented bookkeeping services to multiple clients at our corporate office, onsite at client locations, or in the cloud. This position works directly with clients and serves as an internal team manager. This is not a fully remote position. You must be committed to commuting to our office in Santa Barbara on a periodic basis.

• Management skills, preferred – proven ability to successfully manage team
• Degree in Accounting, preferred
• Thorough understanding of and experience with accounting concepts and operations, such as: cash flow, trial balance, balance sheet, debits and credits, net income, equity, assets, liabilities, journal entries
• Minimum of 7 years’ experience as a successful full-charge Quick Books bookkeeper, skilled at working with multiple clients and various business entity types
• Well versed in Quick Books Online and Quick Books Desktop and understanding of both platforms – prefer QBO certification
• Excellent tech skills – server navigation, cloud experience, skill with MS Office Suite and Excel, knowledge and skill with Quick Books integrating apps
• Developed presentation, verbal, written, and interpersonal skills
• Ability to prioritize workload, meet deadlines, and manage multiple clients simultaneously – skilled at time management, organization, and planning
• Possess analytical and problem-solving skills

• Resilience, persistent, and committed to achieving goals
• Proactive and motivated work ethic
• High ethical standards and appropriate professional image with a growth mindset
• Ability to work independently as well as oversee, lead, and collaborate with team members
• Function well as a productive team member – contribute to the group, accountable, complete tasks on timely basis
• Continuous improvement mindset:
  Embrace learning as opportunity to improve
• Communicate effectively and professionally with supervisors, peers and subordinates, as well as clients, their agents and vendors, both in writing and verbally
• Establish and maintain positive, constructive relationships with supervisors, peers, and subordinates
• Work with speed and accuracy, improving processes, making recommendations on process improvement for greater productivity and efficiency
• Make decisions that positively affect other…