Sales Representative

Role Description The Owner at Bookkeeping With a Smile will oversee the strategic direction and daily operations of the firm in a part-time, remote capacity. Responsibilities include managing client relationships, reviewing and overseeing bookkeeping work in QuickBooks Online, and ensuring high-quality, accurate financial records for individuals and small businesses. The role involves developing and refining service offerings, supervising workflows, and coordinating with any team members or contractors to maintain consistent service standards. The Owner will also handle business development activities such as networking, managing referrals, and participating in consultations with prospective clients. Additional tasks may include setting operational policies, monitoring finances and budgets for the firm, and maintaining compliance with relevant accounting and business regulations.

Qualifications

• Candidates should possess strong bookkeeping and accounting skills, including proficiency with QuickBooks Online and general ledger management.
• Candidates should possess skills in client communication, relationship management, and providing clear guidance to individuals and small business owners.
• Candidates should possess organizational and time management skills, including the ability to prioritize multiple client accounts and meet deadlines in a remote environment.
• Candidates should possess business management skills such as basic budgeting, planning, and familiarity with small business operations and workflows.
• Candidates should possess problem-solving and analytical skills to interpret financial data, troubleshoot issues, and recommend improvements.
• Relevant experience in bookkeeping, accounting, or small business financial management is highly beneficial.
• Certification as a QuickBooks Online Pro Advisor or similar credential is preferred.
• Ability to work independently, maintain confidentiality, and uphold ethical standards in all client interactions.