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Virtual Quickbooks Jobs in Ohio (NOW HIRING)

1ST CHOICE FAMILY SERVICES INC

Accountant

Columbus, OH · Hybrid

Reynoldsburg office with some virtual being on Zoom meetings This position is perfect for someone ... Proficiency in accounting software (QuickBooks, Xero, or similar) and Microsoft Excel. Excellent ...

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Virtual Quickbooks information

What are some common challenges faced by virtual QuickBooks specialists when managing multiple clients remotely?

Virtual QuickBooks specialists often juggle multiple clients with varying bookkeeping needs and financial systems. A common challenge is maintaining clear communication to ensure timely receipt of documents and clarification of transactions. Managing deadlines for different clients can also be demanding, requiring strong organizational skills and effective use of project management tools. Additionally, ensuring data security and confidentiality while working remotely is crucial, so staying updated on best practices for secure data sharing is important.

What are the key skills and qualifications needed to thrive as a virtual QuickBooks specialist, and why are they important?

To thrive as a Virtual QuickBooks Specialist, you need a solid understanding of accounting principles, bookkeeping practices, and experience with QuickBooks software, often supported by relevant certifications or coursework. Familiarity with cloud-based accounting platforms, financial reporting tools, and possibly QuickBooks ProAdvisor certification is highly valued. Strong organizational skills, attention to detail, and effective communication are essential soft skills for managing client accounts remotely and resolving inquiries. These skills ensure accurate financial management, client satisfaction, and efficient remote workflow in a virtual bookkeeping environment.

What are virtual QuickBooks jobs?

Virtual QuickBooks jobs include a variety of accounting and bookkeeping positions that focus on using QuickBooks software. In one of these online roles, you work from home to process each financial statement from the company, help your employer determine whether or not they have the funds to finance a project, perform data entry, and otherwise provide general accounting services. Most virtual QuickBooks jobs do not focus exclusively on this accounting software. While you may spend a lot of time using it, you may also perform other accounting-related services, such as preparing reports or helping fill out paperwork for taxes. Many virtual QuickBooks jobs are full-time positions with a single employer, but you can also work with multiple clients instead. This is particularly common if you work for an accounting agency instead of a regular employer.

What is the difference between Virtual Quickbooks vs Virtual Bookkeeper?

AspectVirtual QuickbooksVirtual Bookkeeper
CertificationsQuickBooks Certified User/ProAdvisorBookkeeping Certification (e.g., AIPB, NACPB)
Work EnvironmentRemote, software-basedRemote, software-based
Primary RoleManaging QuickBooks accounting softwareRecording financial transactions and maintaining books
Employer/IndustryAccounting firms, small businessesSmall businesses, accounting firms

Virtual Quickbooks professionals focus on managing and troubleshooting QuickBooks software, while Virtual Bookkeepers handle the day-to-day recording of financial transactions. Both roles often overlap but differ in scope: QuickBooks specialists are more software-centric, whereas Bookkeepers provide comprehensive bookkeeping services.

What is a Virtual QuickBooks specialist?

A Virtual QuickBooks specialist is a professional who manages accounting and bookkeeping tasks remotely using QuickBooks software. They help businesses track income and expenses, manage invoices, reconcile accounts, and generate financial reports, all online. By working virtually, they provide flexibility and cost savings for businesses that do not need a full-time, in-house bookkeeper. Virtual QuickBooks specialists often work for multiple clients and are skilled in using both QuickBooks Online and Desktop versions.
More about Virtual Quickbooks jobs
What are the most commonly searched types of Quickbooks jobs in Ohio? The most popular types of Quickbooks jobs in Ohio are:
What are popular job titles related to Virtual Quickbooks jobs in Ohio? For Virtual Quickbooks jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Virtual Quickbooks jobs in Ohio look for? The top searched job categories for Virtual Quickbooks jobs in Ohio are:
What cities in Ohio are hiring for Virtual Quickbooks jobs? Cities in Ohio with the most Virtual Quickbooks job openings:
Virtual Quickbooks jobs near you

Small Business Bookkeeping Hero (Client Accounting Services - CAS)

Budgetease

Cleveland, OH • On-site

$25 - $35/hr

Part-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Small Business Bookkeeping Hero (Client Accounting Services - CAS
If you are looking for an opportunity to grow in a Client Accounting Services Firm that fully supports work/life balance, this is the place for you. You will fit right in if you are technically proficient in Accounting and QuickBooks Online, agreeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning.
Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nationally known experts. Our services are in demand, and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase. Clients vary from providers of wind energy to airplane leasing for rock stars.
Our team of consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks on the job. Our four-week on-boarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will be assigned a mentor, and your education and development will never stop.
Workspace
  • Most of the time you work from home. We provide a standing desk and all the equipment you need to do your job that includes regular Zoom meetings with clients.
  • Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team.

BudgetEase's mission, Making YOU Profitable, means everything we do results in making our clients profitable.
Culture/Core values
  • Having fun while getting things done
  • Better together
  • Cost Effective Solution for our clients

We are hiring full-time positions and part-time positions (minimum 25 hours a week during normal business hours).
Qualifications
  • 3-5 years' experience in Accounting, Finance, Bookkeeping and/or QuickBooks
  • Strong analytical and problem-solving skills
  • Computer savvy, familiar with Windows and have a love for numbers
  • Expert knowledge of Microsoft Office, a plus
  • Strong time management, communication, and administrative skills
  • Detail oriented
  • Enjoy working with people and a team
  • Ability to work at a fast pace
  • Lifelong learner
  • Business Degree and/or 2+ years' experience in finance or accounting
  • Must be able to pass a background check (including credit check)
  • Smoke-free workplace

Responsibilities
Contribute to BudgetEase's Success
  • Maintain flexibility and adapt to dynamic work environment(s)
  • Be an efficiency champion, on the lookout for challenges and implementing better systems
  • Strive for excellence when delivering services to 5-15 on-going clients

Manage Clients
  • Stay informed of clients' needs
  • Look for and suggest cost effective solutions to clients
  • Provide client service* in a timely and professional manner
  • Communicate questions and concerns to Team Leaders as needed for assistance
  • Document Weekly/Monthly/Quarterly to-does based on clients' needsin Client Hub our project management system.

*AR/AP maintenance, bank reconciliation, journal entries, data entry into QuickBooks, preparation of reports, maintain commission schedules, maintain grant and other higher-level accounting functions, enter payroll, manage cash flow, understand the differences in QBs files, prepare and enter budgets, catch-up QBs files.
Train Continuously
  • Communicate educational/ training needs & interests to your Team Leader
  • Research solutions/applications to address client needs/questions

Collaborate with Team
  • Share innovative ideas and practices with co-workers at company meetings and as needed
  • Provide backup and/or assistance to co-workers when time allows
  • Ask questions/request feedback from others

Other
  • Mandatory daily huddle
  • Respond to client requests within 24 hours
  • Enter time in Ebillity in accordance with the Time Reporting Procedure
  • Keep Outlook calendar current with obligations
  • Be punctual. Keep client/team member informed if you are late for an appointment
  • Keep CEO and Team Leader informed when you have time in your schedule for more work
  • Meet commitments on a timely basis
  • Dress appropriately for virtual calls with clients and team
  • Work independently on a flexible schedule between 6AM and 6PM, Monday-Friday

Compensation
  • $25-35 per hour worked
  • Simple IRA after 6 months, 2% contribution, no-match required
  • Cell phone allowance - $30/month
  • Health Insurance stipend, holiday pay, PTO (Paid Time Off)
  • Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)
  • STD Insurance

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