Sr. Bookkeeper, Onboarding Specialist - Altanta, GA

About the Company

For the past twenty plus years, IDOC has remained committed to the success of independent optometrists, and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633.

IDOC Books & Benchmarks

IDOC Books & Benchmarks launched in 2021 to better serve our members and enhance our own organizational intelligence. Like many small businesses, our member practices struggle with finding the time or talent to track their financials consistently and accurately. They also struggle to use their financial statements to better understand their business. IDOC aims to simplify their practice operations and financial management by:

• Handling bookkeeping and payroll for the practice, providing owners with accurate, timely financial statements and ensuring their payroll taxes and forms are submitted on time.
• Providing an eyecare-specific chart of accounts and P&L layout, helping owners make more sense of their financial statements.
• Pooling member’s financial and operational data and reporting back population-level benchmarks to participants, so they can better assess how their practice is performing.

Role Summary

The Senior Bookkeeper, Onboarding Specialist role is the first point of contact for new clients, acting as a Subject Matter Expert (SME) in the closing portion of a sale then moving new clients onto Books & Benchmark’s chart of accounts and reporting platform. In most cases, the on-board includes cleaning up the current and prior year’s financial statements.

Onboard Specialist Responsibilities

• Act as Subject Matter Expert for IDOC’s sales team.
• Configure new clients’ billing profile, after confirming the level of service needed.
• Migrate new clients accounting to Books & Benchmark’s QuickBooks Online portfolio.
• Clean up account history, tying out P&L and Balance Sheet to the most recent tax return.
• Migrate current and prior year transactions to Books & Benchmarks Chart of Accounts.
• Migrate payroll to a Books & Benchmarks preferred platform, if necessary.
• Map payroll splits to QuickBooks Online, where applicable.
• Advise new clients of best practices for managing their practice finances and working with Books & Benchmarks, recommending changes to historical practices as appropriate.

Requirements

• 3+ years Bookkeeping/Accounting experience required.
• Proficient in QuickBooks Online.
• QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred.
• Expert skills in Excel spreadsheet (i.e. Pivot tables, v Lookup, and other Excel functions) and competency with other Microsoft Office applications.
• Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail.
• Well organized, able to work in a fast-paced environment.
• Self-directed and able to work remotely.