Skepsis Tech provides bookkeeping and virtual CFO services, including fully-ethical trust accounting compliance, for law firms. Our clients are successful law firms looking to understand their money, where it goes, where it comes from, and how to make their firm finances work for them, not the other way around. We provide the highest level of client service and communication. Equally important is that our employees love us as much as our clients. Feel free to check out our employee reviews on Glassdoor.
We’re seeking a creative and savvy bookkeeper and account manager to join our close-knit team. Work from home most days, and make your own work schedule. 1-2 hours/day to start, with additional hours up to full-time (but full-time is not required) after proven success.
Immediate start date.
Duties include:
- Manage clients’ regular bookkeeping on a monthly basis
- Enter data in Xero, QuickBooks, Receipt Bank, Clio, Cosmolex, Practice Panther, ZolaSuite, Dear Inventory, Excel, and other software
- Prepare monthly (or more frequent) financial reports, including P&Ls, balance sheets, and custom reports
- Design custom reports from Xero, QuickBooks, Clio, and other software to help clients better understand their firm finances, and assist with their business decision-making
- Review and analyze financial reports for errors and irregularities
- Research and analyze accounts, and make appropriate corrections, when errors and irregularities are discovered
- Maintain 100% ethics-compliant trust accounting, including compliant bookkeeping entries and obtaining and storing backup documentation
- Communicate with clients to discuss substantive financial issues and questions; provide sound financial advice and recommendations
- Develop and close on new client accounts, according to Skepsis’ new client onboarding process, including fielding initial introductory calls
- Maintaining, in the strictest confidence, confidential information of both our clients, and our clients’ clients
- Manage workload and meet all deadlines using project management software Asana.
- Track time in Harvest.
- Report to CEO
Benefits: Paid time off, medical, and retirement after initial qualification period. Significant opportunities for growth, learning, and promotion.
Pay: Hourly, DOE, plus commission
Must have a love of new technology, and ability to adapt to changing systems. We’re constantly experimenting with new technology tools and systems to improve our service to our clients and our internal efficiency, which means we use many bleeding-edge software systems; also, we are constantly bringing new systems in for testing, and often abandoning those that don’t work well for us and for our clients. We expect our employees to adapt to this ever-evolving software environment with grace and positivity. So, if you don’t love learning new software and you don’t have a knack for figuring out technology, please do not apply. No exceptions.
You must also be someone who is fulfilled by positive interactions with clients – both internal and external – and providing exceptional customer service. Customer service background is a plus. Must enjoy working in a less formal, family business atmosphere without the office, as we do not have a traditional corporate culture. Nevertheless, we have high expectations of ourselves and our employees, and we project a professional image and achieve excellence.
Because the position is remote, an ability to manage your own workload, plan your work in advance, self-motivate, communicate the status of projects proactively, and meet deadlines is critical. Follow-up, communication, and follow-through are all key. Successful candidates will spend time reviewing their projects and planning out their work each day before diving in, and will also work proactively on projects, figuring out what is required on each project well in advance of the due date so there is plenty of time to ask questions and gather information long before any deadlines creep up. They will also have a good understanding of what they can accomplish in a day so as not to overload themselves, and be comfortable communicating with their supervisor to revise workloads and deadlines together to ensure dependencies are met, and to maintain a healthy work/life balance.
Must love learning, and accept feedback well. By working with our CEO and our bookkeepers, and through hands-on experience, you’ll learn critical business software, success strategies, and business financial management strategies. The learning opportunities abound!
Long-term applicants only please (minimum two years).
Other Requirements:
- Law firm bookkeeping/accounting experience
- Attorney trust account bookkeeping and compliance experience
- Initiative: Must take a proactive approach to managing your work, your projects, and your clients, and consistently create an exceptional client experience.
- Exceptional attention to detail: Our clients make high-stakes financial decisions based on information we provide them, and 100% accuracy is expected.
- Flexible: No task is too high or low. We all handle everything together from managing client accounts to data entry to coffee runs. A creative, whatever-it-takes attitude is critical.
- Team Player: Works to elevate self and co-workers together; competitive only with yourself.
- Superior and professional oral and written communication skills. Proactively communicates project progress and status to the team and with clients.
- Must have own laptop, cell phone, and high-speed internet; company will not provide.
- AA degree or higher in a financial discipline (eg, bookkeeping, accounting, finance).
- Certifications in Xero, Clio, QuickBooks Online, Cosmolex, ZolaSuite, MyCase, HubDoc, Receipt Bank, or Dear Inventory a plus.
- Client service experience a plus.
IMPORTANT INSTRUCTIONS:
In the first paragraph of your cover letter, please include your available start date, and desired hourly rate. In the final paragraph of your cover letter, confirm your ability to meet at a local Post Falls coffee shop or our office (CEO’s home) in person once weekly. Also in your cover letter: (1) please describe your law firm bookkeeping experience, including your job duties, software you worked with, and what you enjoyed about working with a law firm specifically; (2) why you and Skepsis would be a good fit for each other; and (3) what career and personal goals you would like to fulfill or achieve with Skepsis.
In your resume, please include: (1) your email address; (2) a section listing all relevant certifications; (4) a section listing all relevant software you have experience with, and whether your experience level is beginner, intermediate, or advance for each; and (3) a section with at least 3 interesting facts about you that are not directly work-related.