Bookkeeping Specialist

About the Position:

As our stellar Bookkeeper, you will collaborate with members on the XYPN Books Team and our financial advisor clients to manage their books, provide monthly reconciliation, and answer inquiries related to their financial situation. While delivering top-notch work with unparalleled accuracy, you'll also provide a huzzah level of customer service in this role

Where We Hire: We're excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, MN, MT, NC, OH, OR, PA SC, TN, TX, & UT

What You'll Do

• Perform all bookkeeping tasks for and communicate/resolve issues with 20+ small business clients on a monthly basis without breaking a sweat.
• Managing time effectively while being able to set your own schedule, but still meeting XYPN Books expectations of client service and required weekly meetings.
• Track your time and each client's bookkeeping progress diligently so we always know when things are on or off track
• Be comfortable working within a "pod" of teammates and gain an understanding of their client's books as well
• Demonstrate a general understanding of accounting principles and get the hang of their relation to the regulatory environment in which XYPN Books operates.
• Support the strategic vision set by the XYPN Books Director.
• Proactively communicating with the team & your manager and updating any project management or tracking software to ensure the whole team is in the loop on where your work is at.

Measurables

• Number of clients stuck or done each week
• Number of clients stuck or done for the month
• Number of monthly bookkeeping clients

The Deets

Start Date: Immediately

Status: Part-time hours per week with flexible schedule)

Location: Remote or Bozeman, MT

Exemption Status: Non-exempt (i.e., overtime eligible)

Team: XYPN Books (Bookkeeping Service)

Reports To: Accounting Manager or Director of  XYPN Books 

Direct reports: None 

What You'll Bring to the Table

• Bookkeeping experience, preferably with multiple clients
• Details and numbers are among your list of favorite things (ever).
• Your communication skills are top-tier and empower you to communicate effectively about many moving parts with many corresponding teammates and clients.
• You're a multitasking machine with a demonstrated ability to manage multiple priorities and/or projects and meet deadlines.
• Experience going "above and beyond" and thinking one step ahead in order to thrill customers both in small and mighty ways.
• Authorized to live and work in the United States

What would make us drool:

• Understanding of and proficiency with Quickbooks Online
• Bachelor's degree in Business or relevant field (preferably accounting or finance)
• Ability to collaborate with the Team members and others within the organization
• Public accounting or public tax preparation experience
• Background in the financial services industry
• Experience or an utmost desire to be part of a quickly growing work environment.

Compensation & Benefits

• $ $25.53 per hour
• All team members at XYPN are owners We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). (If minimum hours qualification are met.)
• Health insurance w/ employer contribution.
• Access to dental, vision, and accident insurance options.
• LASIK/Corrective Eye Surgery Discount via Vance Thompson Vision.
• Access to 401(k) retirement plan, with up to 4.5% employer match (if minimum qualification hours are met.)
• $125 per quarter to spend on yourself, specific to core value of "Be Well Being You".
• Access to a Financial Planner (Up to $250 towards upfront fee & up to $75/month as a recurring contribution towards monthly fees).
• $1000/year (prorated by start date) to put towards professional development.
• Access to professional legal services via Rocket Lawyer.
• $250 donation to a non-profit of your choice when you volunteer 40 hours.
• Cash bonuses of $1,000 for Team Member referral program.
• Company-owned laptop computer provided (Apple Products).

* Please note that benefits are designed to enhance your experience with us and may vary based on eligibility and position.

XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.