Now Hiring - Bookkeeping & Sales Assistant in Sun Prairie, WI

(5) THINGS YOU SHOULD KNOW BEFORE APPLYING:

1. We are looking for a high achiever with a pioneering attitude – so this is not a
position for someone with the “I’m only working my 9 to 5” mindset.

2. After you've proven yourself, you'll be able to work remotely after 30 days.

3. This is a 1099 position, but don’t worry if this is new to you! We’ll teach you how to
take advantage of the tax breaks, and income benefits, that go along with this form of
employment vs. W2.

4. This is an entry-level management position, and perfect for the person who is ready
to be the director of their own destiny using their God-given gift for numbers,
organizational skills, and well-earned past experiences. No ceiling on how high you
can go, or limitations on how much you can make.

5. You must take assessments if you want to be considered for this position.

WHO WE ARE:

We’re a fast-paced and growing small business management firm, combined with a very well-established insurance and financial services agency serving greater Madison and surrounding areas.

Our primary mission is to empower our clients for success by helping them improve their business organization, profit margins, and overall business value while also providing our associates with unlimited growth opportunities within our organization.

OUR EXPECTATIONS:

You’ll be expected to go above and beyond just showing up, putting in your time, and going home. Even if you lack experience in some of the areas for this position, we’ll train you, we just expect you to bring energy, focus, determination, and personal drive to our growing team each day.

We also expect our associates to place a very high value on “Service, Accountability, Respect, and Integrity”.

POSITION HIGHLIGHT:

This position provides daily administrative support, but is especially heavy on assisting with business analytics, project management, bookkeeping, payroll, and providing sales support through the production of quotes for both our management sales representatives, as well as our insurance and financial service agents.

It’s going to take hard work, and yes, sometimes long hours beyond the norm, but at the end of each year you’ll know that it was all worth it when you're enjoying company growth opportunities, quarterly bonuses, positive work atmosphere, and the personal lifestyle that you’ve always desired!

PERSONAL QUALITIES NEEDED FOR SUCCESS:

• Ambitious
• Analytical
• Competitive
• Confident
• Detailed
• Disciplined
• Focus
• Goal Setter
• Motivated
• Multi-Tasker
• Success Driven

EXPERIENCE

• Office Assistance
• Bookkeeping (3 YEARS OR LESS)
• Insurance & Financial Services
• Customer Service
• Food & Hospitality Industry

SKILLS

• Excellent Communicator
• Word, Excel, Publisher
• Data Entry
• Quickbooks
• Tax Preparation
• Bilingual
• Salesforce
• Workflow Documentation

JOB DUTIES

Office/HR:

• Answering company phone
• Assisting within the office with mailings, post office runs...etc.
• Scheduling sales and service meetings
• Emailing client billings, renewals, and statements
• Updating company policies and procedures manual
• Maintaining client folders utilizing Dropbox
• Onboarding new sales representatives and agents
• Assisting with the updating, and creation of company training manuals
• Tracking employee and independent contractor absences
• Completing and distributing weekly activity/results summary reports

Sales

• Entering information received from sales reps into our quoting systems
• Preparing quote results for presentations
• Processing new sales via ACH, CC, or Check

Project Management:

• Assisting with the creation of project management plans
• Creating and updating internal systems and workflows
• Monitoring project progress and coordinating quality controls

Bookkeeping:

• Managing the books for our clients
• Performing new client onboarding using QuickBooks online
• Transferring new client accounts from QB desktop to QB online
• Completing monthly account reconciliations
• Posting general ledger and journal entries
• Processing account receivables/payables
• Preparing financial and business management reports

Payroll:

• Running payroll for our clients and independent contractors
• Paying state and federal payroll taxes
• Creating commission sheets and reports
• Verifying working hours and pay rates
• Tracking employee and independent contractor absences
• Handling payroll issues and disputes

Personal/Business Taxes:

• Setting up meetings with current and potential clients
• Advising clients about the tax preparation process
• Auditing tax forms for completeness and accuracy

COMPENSATION

• Base Salary depending on experience
• Paid Holidays Off
• Paid Sick Days Off (14 Days)
• Paid Personal Days Off (7 Days)
• Quarterly + End of Year Bonuses

LOCATION

• 24-Hour Access To Office
• Work From Home

Check us out at [please apply online] Types: Full-time, Contract

Pay: $38,500.00 - $50,000.00 per year

Benefits:

• Flexible schedule
• Life insurance
• Paid sick time
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Work from home

Experience level:

• 3 years

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Performance bonus
• Yearly bonus

People with a criminal record are encouraged to apply

Application Question(s):

• Are you able to commute to Sun Prairie when required?

Experience:

• Bookkeeping: 2 years (Required)
• Quickbooks: 2 years (Required)

Work Location: In person