About This Role & Who Is a Good Fit

We are a bookkeeping firm that specializes in working with United States based Home Services and Construction companies.

The Onboarding team is responsible for helping take new clients into our system so that they are able to get accurate, accessible, and up to date financial information as quickly as possible.

The Bookkeeping Onboarding Specialist is a key part of that journey. It is the job of the onboarding specialist to work with a new client to figure out things like:

How are we going to get access to all their accounts?
What information do I need to clean up previous financial history?
What special processes do we need to tell our team about?
What is this client like, how do they work?

This role is a great blend of two skill sets, one being “Hey I understand Quickbooks and have an Accounting Background” and the second being “Hey I can talk to strangers no problem!”

This hire in particular is our second member of the Onboarding team! We are looking for someone who is smart, hungry, coachable, and is looking to join a fast-growing company.

We have doubled in size each of the last 3 years and are going to do it again - hence why we have this job post!

Benefits of Working with Dialed In Bookkeeping

There are two main benefits of working with us:

This role is completely remote. You will join a team of individuals based in Pakistan, the Philippines, Jamaica, Honduras, Argentina, and the United States. It’s a fun group!
There are no set working hours. We believe that “Is it Done” is a better question than “How long did it take?”

Side benefits include:

Annual Home Office Stipend
10 Days Paid Time Off

Must-Have Hard Skill Requirements from you

2 Years Minimum Quickbooks Online Experience & a Good Understanding of Accounting Principles
- We are not going to train on this skill, you gotta know what you are doing in QBO (Bank feeds, reconciliations, cleanups, sales tax, payroll) and will be tested on it during the interview process.
- You will also be tested on accounting principles. Don’t have to be a CPA (although that is fine!) but cannot have zero clue what is going on.
- If you do not have two years but think you could pass a technical exam then feel free to apply
Available Monday - Friday during US Business Hours.
- Most of your meetings are during US Business hours and we prioritize the clients schedule over ours. In particular, we are looking at staff in Central American and South America
Bilingual English & Spanish
- The future of our company will be bilingual in these two languages because of our industries of focus.

Nice to Have Soft Skills

Friendly, positive personality with a high degree of professionalism. Aka you are easy to talk to and polite.
Clear written and verbal communication in English and Spanish
Want to grow and be challenged in your career
Like a little chaos
Ability to juggle many projects at once

Compensation

$1500 USD / Month
Bonus structure

What will your first 90 days look like

We will train you on how to onboarding within our system
You will start onboarding our more simple clients along side our Onboarding Manager
You will be trained in how to work in a remote asynchronous environment
By the end of day 90 you are able to onboard clients for our ‘Core’ plan on your own.

What does the Interview Process look like

Video interview with Onboarding Manager and General Manager
Technical Skills Test
Secondary Video Interview to Go Over Technical Skills Test Results

Bookkeeping Customer Onboarding Specialist