Admin / Systems Champion for Bookkeeping Firm

Growing bookkeeping practice is seeking immediate help implementing and managing business systems.
Overall Objective: Adopt and manage standardized processes and systems to improve the company’s internal and client communications, Standard Operating Procedures and deadlines.
Phase 1: - Software implementation (Financial Cents is the practice management program) – becoming an expert on this software and training staff (and management) on its capabilities and best applications for our company - Auditing current client folders to determine who is missing engagement letters, creating and executing countersigned copies for every client and saving to company Drive - Work with bookkeepers to develop step-by-step guides for future training of how client work is done on a monthly basis (requires detailed technical note-taking, inserting screenshots to documents, etc.
) Phase 2 (Ongoing): - Keeping staff aware of and accountable to deadlines - Invoicing clients from hourly billing reports (creating invoices in QuickBooks Online) - Staff / client capacity management, lead communication with staff on filling up time appropriately - Regularly checking and responding to admin emails - Inputting AP invoices in Inbox to QuickBooks, marking paid in QB as directed - Creating engagement letters for new clients and sending retainer invoices - Following up with clients on past due bills Required: - Some experience with QuickBooks Online and willingness to train further - Outlook, Google Drive, Excel proficient - 100% Reliable, professional, courteous - Willingness to participate in paid training for the company’s software resources Hours (FIXED AT THIS TIME): - Monday 10a – 5p (virtual) - Tuesday 10a – 5p (virtual) - Thursday 1-4p (on site in Beverly Hills) - Some meetings on site or at clients as needed Rate: - $30/hour as 1099 contractor Opportunity for growth! Please be willing to provide references and take a skills assessment test.
Thank you!