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About the role:

· Maintain strong relationships with clients and internal staff · In-person & virtual networking to develop internal databases
· Reach out to potential referral partner organizations & individuals
· Identify opportunities for marketing and promotion
· Regularly liaise with clients regarding client needs, objectives, and timelines
· Assist with gathering information & documentation from clientele to assist with the onboarding process
· Contribute to the growth of the company through feedback and ideas for further development
· Strict attention to detail
· Respond to client and company inquiries in a timely manner, providing exemplary customer service by listening to the client’s needs and objectives;
· Prepare and market new and renewal business for clients;
· Maintain client accounts in accordance with established procedures;
· Be knowledgeable and constantly remain up to date with XK’s product offerings
· Remain in frequent contact with the client to enhance the customers’ dedication and help them to meet deadlines. Respond to client complaints, schedule follows up, and resolve issues aiming to customer contentment

Requirements:

· 1-2 years of experience in a communication, or account executive/management role (or similar) with a proven sales track record
· Ability to effectively communicate client needs with other department staff
· Knowledge of bookkeeping and accounting practices, digital marketing services & the concept of shared office space
· Must be well organized, detail-oriented, a self-starter, and someone who has the ability to work independently without constant supervision
· Ability to effectively manage time and prioritize multiple responsibilities Compensation is a base salary, plus a bonus system dependent on meeting pre-defined targets Only qualified candidates will be contacted

Job Types:

Full-time, Permanent

How to apply:

Please submit your application with your most updated resume to: hr@booksify.ca.

Please note that while we appreciate all applications, only those being considered will be contacted.

About the rules

Booksify is a Bedford-based digital bookkeeping & payroll services company. We are seeking an experienced Bookkeeping Team Leader with demonstrated proficiency & work experience using cloud-based bookkeeping & payroll software who is comfortable working directly with clients and has experience in overseeing a team of bookkeepers, providing project oversight and ongoing guidance and support.

Main Job Tasks, Duties and Responsibilities:

· Perform full-cycle Quickbooks Online bookkeeping including reconciliations, as well as producing weekly, monthly, quarterly, and annual financial statements
· Compile & properly categorize day to day financial transactions and record transactions in accounting software
· Calculate, process, and manage end to end payroll with payroll software, including timely submission of pay stubs to clients, ROE's, time tracking, etc.
· Oversee client reimbursements ensuring that all receipts are submitted and correlate with reimbursement forms. Ensure reimbursements are paid out in a timely manner upon management's approval.
· Prepare and submit quarterly and annual GST/HST filings
· Maintain & prepare invoices/payment summary in QuickBooks Online
· Match up invoices/packing slips
· Prepare, process & record cheques
· Manage & maintain each company's cloud-based record filing system
· Prepare relevant documentation, including year-end corporate tax packages for tax accountants and auditors
· Review & reconcile invoices, bills, payroll remittances, reimbursement forms & associated receipts, bank reconciliations, expense reports and credit card statements in Quickbooks Online and report on these items to clients
· Ensure all payment amounts & records are accurate, resolve discrepancies directly with the client
· Produce client reports for Accounts Receivable and Accounts Payable on a regular basis
· Prepare monthly, quarterly, annually, and project-based financial reports
· Monthly client calls to review interim financial statements & answer any client questions
· Assist in the creation of writing text and video content to be used in promotional or educational materials for existing & prospective clientele

Requirements:

· Post-secondary degree or diploma in accounting, bookkeeping, or similar
· At least 2 years of experience working as a full-cycle bookkeeper in Canada
· Management experience of a bookkeeping team preferred. Candidate should expect that they will be the authority on the bookkeeping & payroll software and they will need to provide ongoing guidance & support to other colleagues
· Willingness to learn new types of financial-related software and apps to expand the range of services offered to clients
· Proven experience in all aspects and functions of QuickBooks Online (critical for success in the role), usage of payroll software, handling company reimbursements, providing excellent customer service and answering all customer inquiries in a timely manner
· Ability to effectively communicate with clients directly answering any questions and explaining reports and represent the accountant in a professional manner
· Experience in liaising with accountants, preparing & providing client year-end tax packages and answering questions from accountants
· Candidate must proactively stay updated on any changes in the industry from CRA or any other relevant body
· Strong proficiency in Microsoft Office Suite, specifically Word, Excel, Outlook
· Detail-oriented, punctual, organized, available to manage multiple deadlines
· Self-starter, able to work independently or in a team environment
· Proven ability to prioritize tasks and function effectively in a fast-paced, changing environment
· Excellent verbal and written English communication skills with regular client calls and email correspondence to be expected
· Experience with Sage and Xero would be an asset

Salary:
$40,000/year

Job Type:

Full-time, Permanent

How to apply:

Please submit your application with your most updated resume to: hr@booksify.ca.

Please note that while we appreciate all applications, only those being considered will be contacted.

About the role:

· Maintain strong relationships with clients and internal staff
· In-person & virtual networking to develop a network of potential clientele
· Identify opportunities for marketing and promotion
· Contribute to the growth of the company through feedback and ideas
· Respond to client and company inquiries in a timely manner, providing exemplary customer service by listening to the client’s needs and objectives;
· Prepare new contracts and renewal business for clients;
· Be knowledgeable and constantly remain up to date with services provided by Booksify
· Regularly liaise with clients regarding client needs, objectives, timelines and preparing required documents.
· Respond to client complaints, schedule follow ups, and resolve issues aiming to customer contentment

Requirements:

· Experience in a communication, presentation, sales, development
· Ability to effectively communicate client needs
· Basic knowledge of bookkeeping and financial practices
· Must be well organized, detail-oriented, a self-starter, and someone who has the ability to work independently
· Ability to effectively manage time and prioritize multiple responsibilities
· Strict attention to detail
· Computer skills and knowledge in CRM platforms
· Social media and other online marketing skills

Job Types:

Full-time, Permanent

Salary:

$35,000.00-$52,204.00 per year

How to apply:

Please submit your application with your most updated resume to: hr@booksify.ca.

Please note that while we appreciate all applications, only those being considered will be contacted.