Accounting Communications Specialist

At OnTrack Financial 🚀, we're committed to empowering business owners to understand their financials and grow their businesses. We provide restoration companies with expert advice and financial services that make managing even complex financial topics simple. We offer CFO and accounting services to restoration contractors. This is a great opportunity to secure a position with a dynamic and growing company.

See what clients are saying 🎙: ontrack-financial.com

ROLE OVERVIEW 📜

As an Accountant Communication Specialist, you'll be the primary email touchpoint for our clients. Addressing their in-depth queries, offering tailored solutions, and liaising consistently with our in-house accounting team are crucial elements of this role.

RESPONSIBILITIES:📌

Manage Client Email Communications  💌

• Prioritize Client Emails: Organize and respond to emails based on urgency and importance, ensuring that high-priority items are addressed quickly.

• Clarity and Tone: Maintain a professional and friendly tone in all communications. Ensure that responses are clear and free from jargon, tailoring explanations to the client's understanding level.

• Track Email Trends: Keep an eye 👀 on common queries or concerns to anticipate future needs or develop FAQs.

• Feedback Loop: Regularly ask for feedback on email communication quality and adjust strategies accordingly.

Fulfilling Client Requests 📋

• Complete Accounting Task: Finish accounting tasks within 24 hours of email request or provide clients with an accurate timeline if needed.

• Task Analysis: Break down client requests into actionable tasks, ensuring full understanding of the requirement.

• Documentation: Keep detailed records of all tasks, ensuring transparency and traceability.

• Follow-Up: Check in with the client after fulfilling a request to ensure satisfaction and address any concerns.

Document Client Interactions and Feedback 📚

• Maintain Records: Systematically record all client emails, noting the date, query nature, and solution provided.

• Feedback Compilation: Group and categorize feedback from clients to understand common themes and improvement areas.

• Review and Analysis: Regularly analyze documented interactions to spot patterns or recurring issues.

• Reporting: Create weekly reports highlighting client interaction trends and feedback. Share insights with relevant departments.

• Security and Confidentiality: Safeguard all client interactions, respecting confidentiality. Regularly back up data to avoid loss.

• Tools and Software Usage: Utilize Karbon and QuickBooks Online for efficient management and task completion.

Experience: 🌟

• 3+ years of experience in accounting and bookkeeping.

• 3+ years with QuickBooks Online.

• Strong communication skills.

• High accuracy and attention to detail.

Technical Skills Required: 🛠️

• Research payments to see if they’ve been received and/or deposited to the bank

• Apply payments for clients, provide instructions on how to do so

• Code returned payments and refunds, including re-opening invoices

• Troubleshoot QBO when client is having issues with the program

• General QBO functions: Refresh bank feeds, check user roles/access, maintain lists

• Respond to client inquiries on how to code an item

• Generate and/or update QBO reports

• Generate and/or update OnTrack proprietary reports

• Code transactions per client requests

• Maintain client information spreadsheets (client information, transaction coding information, payroll information, etc.)

• The following software programs are used daily: Dext, Bill.com, Reach Reporting, Trainual, Loom, Hubstaff, Google Suite, AR Workflow, various banking and credit card websites  

BENEFITS 🎁

• Paid holidays 🌴.

• Opportunities for professional growth 📈.