Bookkeeper

Weekly Bookkeeping Responsibilities:
Processing bank and credit card transactions on a weekly basis
Processing supplier invoices
Setting up supplier payments (weekly or bi-weekly)
Processing payroll and withholding tax (weekly, bi-weekly or semi-monthly)
Processing expense reports (bi-weekly)
Issuing customer invoices

Monthly Bookkeeping Responsibilities:
Completing bank reconciliations
Completing credit card reconciliations
Balance sheet reconciliations
GST / PST filings

US Account Specifics:
Under the direction of the US Client’s CPA firm:
Compile and track US sales tax
Compile US employee withholding tax

Client Relationship Management
Partner with the Controller to ensure a smooth transition throughout onboarding to “smooth sailing” client status (target: 90 to 120 days)
Develop trust and rapport with clients, resulting in minimal escalation issues
Consistently achieve an NPS score of 9+ (client satisfaction rating)
When requested, participate in telephone and/or Zoom calls for time-sensitive or relationship-sensitive topics
Ensure communication flow does not overwhelm and/or create “email clog” for entrepreneurs and/or client lead point-of-contact

Company Collaboration
Participate in company meetings and planning sessions as required, owning and delivering on assigned “rock(s)”
Participate in monthly GS&Rs to ensure client expectations are being met and personal/professional goals are being achieved
Participate in “Bookkeeper L10s”, focused on continuous improvement and/or new technologies