Bookkeeping Success Manager

Job Summary:The Bookkeeping Success Manager offers a flexible schedule and the ability to work remotely. This position plays a crucial role in our company by overseeing and managing our bookkeeping clients. BlueSkies provides bookkeeping services for Home Service companies that are business-minded, scaling, and between $500K-$5,000,000 in revenue. Our bookkeeping team is the best around. Our company culture allows for flexibility, positive leadership, and a stress-free work environment. Our bookkeeping team is like family!METRICSProduction Rate - $60/hr, monthly average minimum100% weekly completion of categorizing transactions and touching base w/client100% month-end completion by the 10th of the month KEY RESPONSIBILITIESCategorize transactions weeklyTouch base with clients weekly (whether you have questions or not)Accelo - update weekly and monthly tasks as you complete themMake journal entries as neededMonthly ReconcilingMonthly P&L ReportComplete the budget sheet (if we are providing that service for the client)Answer any tactical questions they have about their books, and escalate any strategic questionsSTANDARDSCore Values - We exist to do our clients work!KnowledgeableCaringSimplicityFunGet It DoneWINDecision Making Framework - all employees are empowered to make decisions and are expected to problem-solve before escalating issues (any problem raised must come with 2 potential solutions); any employee can and should decide if they can meet these 3 requirements, the outcome of the decision must be:Good for Customer(s)Good for Teammate(s)Cash Flow Positive for BusinessHard & Fast RulesCommunication RulesRespond to client communications within 24 hours, ALWAYSEmail is not an adequate form of communication. If a client is not responding, we must follow up with a text or phone call and involve the manager as neededCommunication Hierarchy - 1) text message, 2) voxer or Facebook Messenger, 3) email, 4) phone call if no email response, 5) passenger pigeon, 6) singing telegramQuickbooks rulesDo Not Auto Add Transactions with rulesQuickBooks Payroll entries must be MATCHED every time; if not, you have an issueCategorizing Hierarchy - 1) check previous expenses, 2) check Google doc of common vendors/expenses, 3) Google it, 4) check with bookkeeping teammates, 5) ask the clientAlways list a vendor for every expense in QuickBooksDo not categorize expenses to the header account, only to subaccountsBank Account IntegrityNever share any account info, even with the clientOnly store bank account info in client notes within QuickBooksQualifications:An Associates degree in accounting or comparable experienceReliable internetA phone capable of talk/text/Voxer AppQuickBooks CertificationExcel with Macros capabilityPDF viewing software (Adobe or other)Windows Compensation:$22/hr plus $2/hr technology reimbursement10 days paid vacation/sick payFree TeleHealthFlexible schedule recblid rtsax1ryq3wg53hl9yjx17ckyyf6tg

Created: 2026-03-05