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Basic Functions

You don’t do accounting because you have a degree with your name on it, but you are passionate about the profession. You are technical and don’t need help moving around in the digital world. You don’t need support to install software or programs and you can quickly and easily grasp software. You can practice your craft anywhere. You can do your craft from the convenience of your home if clients called you they would experience a professional environment (not dogs and crazy pets or toddlers going crazy in the background). You don’t need anyone to pump you to get going. You are a self-starter. You believe that none of us is as smart as all of us. You produce high-quality work! As a team, we move quickly to help our clients win, so we are looking for a technical leader that can balance production and perfection.

The ideal candidate will be responsible for the Fulfillment department’s daily operations. Such as completing accounts payable/receivable, bank reconciliations, accounting system training, systems conversions, budgeting & forecasting, month end closing, financial statements preparation and monitoring key performance indicators.

To succeed in this role, you should also have a problem-solving attitude and a mindset to develop every day!


  • Exceptional attention to detail.
  • Confidence to advise clients based on sound knowledge.
  • Ability to build relationships with clients.
  • Patience with training team members on higher level projects.
  • Enthusiasm and motivation to lead team members to meet deadlines and quarterly goals.



  • Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.
  • Maintains and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.
    Analyzes information and options by developing spreadsheet reports; verifying information.
  • Prepares general ledger entries by maintaining records and files; reconciling accounts.
  • Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
    Develops and implements accounting procedures by analyzing current procedures; recommending changes.
  • Answers accounting and financial questions by researching and interpreting data.
  • Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
  • Protects organization’s value by keeping information confidential.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Accomplishes accounting and organization mission by completing related results as needed



  • Accounting Degree preferred
  • Proficient in Quickbooks Online
  • Intermediate level of skill with Microsoft Office Suite of Applications
  • A Strong computer skills, MS Excel in particular (managing spreadsheets, creating charts and using advanced formulas)
  • Minimum of 2 years experience in accounting is required.
  • Must have very good verbal skills and writing skills.
  • Experience using Google application
  • They must be able to multi-task, establish priorities and organize efficiently
  • Must have excellent work habits, including a willingness to work the hours necessary to get the job done, especially when important deadlines cause greater than normal client pressures.
  • Willingness to collaborate with team members from diverse backgrounds



  • Experience in accounts receivable or payable.
  • Experience with Accounting Firms.
  • Proficient in Quickbooks Desktop preferred.


Expected Hours of Work

Required A minimum of 25 hours per week (flextime included)

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Basic Function

The bookkeeper position creates financial transactions and creates financial reports from that information.

The creation of financial transactions includes posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices.

The bookkeeper also reconciles accounts to ensure their accuracy.

Principal Accountabilities

  • Purchase supplies and equipment as authorized by management
  • Monitor office supply levels and reorder as necessary
  • Tag and monitor fixed assets
  • Pay supplier invoices in a timely manner
  • Take all reasonable discounts on supplier invoices
  • Pay any debt as it comes due for payment
  • Monitor debt levels and compliance with debt covenants
  • Issue invoices to customers
  • Collect sales taxes from customers and remit them to the government
  • Ensure that receivables are collected promptly
  • Record cash receipts and make bank deposits
  • Conduct a monthly reconciliation of every bank account
  • Conduct periodic reconciliations of all accounts to ensure their accuracy
  • Maintain the petty cash fund
  • Issue financial statements
  • Provide information to the external accountant who creates the company’s financial statements
  • Assemble information for external auditors for the annual audit
  • Calculate and issue financial analysis of the financial statements
  • Maintain an orderly accounting filing system
  • Maintain the chart of accounts
  • Maintain the annual budget
  • Calculate variances from the budget and report significant issues to management
  • Comply with local, state, and federal government reporting requirements
  • Process payroll in a timely manner
  • Provide clerical and administrative support to management as requested

Desired Qualifications

The bookkeeper candidate should have in accounting or business administration, or equivalent business experience, as well as a knowledge of bookkeeping and generally accepted accounting principles. Preference will be given to candidates with a working knowledge of the Quickbooks online/desktop accounting software package.

Expected Hours of Work

Between 25-35 hours per week, flextime included

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Basic Functions

To meet the business’ needs by attending to client service and administrative requirements.

To enable the accounting team to be accountants by owning and continually improving client coordination services which deliver the best experience possible to clients

Key Accountability

  • Provide support and administrative assistance to Directors/Partners/Managers/Accountants
  • Maintaining client database including additions, deletions and changes as needed
  • Scheduling annual work to meet client needs and achieve efficient resource management
  • Following up with clients on scope sign off and payment of any agreed upfront amount
  • Returning client records
  • Typing of letters and simple reports to clients
  • Filing of paper or electronic documents
  • Fee preparation
  • Preparing checklist of information
  • Reviewing and checking client documents
  • Contacting clients for any missing information
  • Monitoring workflow
  • Monitoring tax due dates>
  • Reviewing and chasing accounts receivable
  • Systems writing and updating

Position Competencies

  • Displays a reasonable knowledge and understanding of a professional office environment
  • Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
  • Displays each of the following attributes – excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self-motivated
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients

Position Qualifications

No formal qualifications are required for this position.  However, studies in Business Administration would be highly regarded.

Position Experience Required

  • Proven experience in a professional office environment
  • Proven experience with office software such as Microsoft Office
  • Sound knowledge of general administration processes
  • Proven typing ability
  • Proven experience in accounts receivable or payable
  • Maturity and responsibility
  • Experience using accounting systems including Quickbooks Online
  • Knowledge of and/or experience using: Aero Workflow
  • Workflow management – professional services
  • Experience using Google Applications

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Basic Function:

An experienced web developer and team player who enjoys designing, developing, testing, deploying, and monitoring web-based and other custom software applications for our small business management firm.

The candidate will work with the business manager, designers and others in the marketing department to strategize and execute campaigns that will grow our firm. You will also be responsible for providing technical support for every team member at the firm.


Principal Accountabilities:

  • Provides research and recommendations for new approaches to software development technology
  • Develop and maintain the website
  • Technical support to all team members for all firms software and applications
  • Launch and maintain multiple WordPress installations
  • Develop & Design OptimizePress Landing pages
  • Build and manage Marketing Campaign Automation
  • Maximize the volume of inbound organic traffic from search engines to a website
  • Collaborate with marketing team members and other departments
  • Monitor And Track website metrics using google analytics
  • Brainstorm and Propose Marketing Campaign Ideas

Skills and Experience:

  • Proficient understanding of the WordPress content management system; and OptimizePress
  • Custom theme development
  • Website Security and troubleshooting
  • Proficient understanding of web markup, including HTML
  • Basic knowledge of image authoring tools, to be able to crop, resize, or perform small adjustments on an image. Familiarity with Photoshop
  • Good understanding of SEO principles
  • Deep functional knowledge of APIs and Web Services
  • Experience using Infusionsoft

Apply Now - Marketing Assistant

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Currently, this position is strictly performance-based. We are looking for a Marketing Manager to increase our social media engagement as well as our prospects. One of our core values are “Promise Keepers,” and we guarantee that if you maintain and increase our qualified prospects to 10 per month you will be given the opportunity to work 35 hours per week. This position will start off with 10-20 hours per week. Apply for the position if you’re up to the challenge!

If you live and breathe marketing, we need to talk. We’re looking for a flexible and versatile marketer who will be responsible for the growth of our inbound sales channels.

Marketing manager responsibilities include tracking and analyzing the performance of advertising campaigns, managing the marketing budget and ensuring that all marketing material is in line with our brand identity. To be successful in this role, you should have hands-on experience with web analytics tools and be able to turn creative ideas into effective advertising projects.

Ultimately, you will help us build and maintain a strong and consistent brand through a wide range of online and offline marketing channels.

Purpose of the Role:

  • Developing strategies and tactics to boost the company’s reputation and drive qualified traffic
  • Deploying successful marketing campaigns from ideation to execution
  • Experimenting with various organic and paid acquisition channels


  • Relationship Building
  • Interpersonal Awareness
  • Listening
  • Ethics and Integrity
  • Interpersonal Awareness
  • Persuasive Communication
  • Written Communication
  • Fostering Innovation


  • Demonstrable experience in marketing together with the potential and attitude required to learn
  • Proven experience in identifying target audiences and in creatively devising and leading across channels marketing campaigns that engage, educate and motivate
  • Solid knowledge of website analytics tools (e.g., Google Analytics)
  • Experience in setting up and optimizing Google Adwords campaigns
  • Numerically literate, comfortable working with numbers, making sense of metrics and processing figures with spreadsheets
  • A sense of aesthetics and a love for great copy and witty communication
  • Up-to-date with the latest trends and best practices in online marketing and measurement
  • Understand, verbalize,and transcribe the US Market
  • Develop strategies and tactics to get the word out about our company and drive qualified traffic to our front door
  • Understanding Digital Marketing
  • Ability to collaborate and develop relationships with diverse cultures.
  • Excellent Leadership skills to develop team members
  • Strategic Planner
  • Need to be able to coordinate Department


  • Deploy successful marketing campaigns and own their implementation from ideation to execution
  • Experiment with a variety of organic and paid acquisition channels like content creation, content curation, pay per click campaigns, event management, publicity, social media, lead generation campaigns, copywriting, performance analysis
  • Familiar with Infusionsoft
  • Produce valuable and engaging content for our website and blog that attracts and converts our target groups
  • Build strategic relationships and partner with key industry players, agencies and vendors
  • Prepare and monitor the marketing budget on a quarterly and annual basis and allocate funds wisely
  • Oversee and approve marketing material, from website banners to hard copy brochures and case studies
  • Measure and report on the performance of marketing campaigns, gain insight and assess against goals
  • Analyze consumer behavior and adjust email and advertising campaigns accordingly

Expected Hours of Work

Required minimum of 10 – 20 hours per week

Apply Now - Marketing Manager

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Basic Functions

We are looking for an enthusiastic marketing intern to join our marketing department and provide creative ideas to help achieve our goals. You will have administrative duties in developing and implementing marketing strategies.

As a marketing intern, you will collaborate with our marketing and other teams in all stages of marketing campaigns. Your insightful contribution will help develop, expand and maintain our marketing channels.

This internship will help you acquire marketing skills and provide you with knowledge of various marketing strategies. Ultimately, you will gain broad experience in marketing and should be prepared to enter any fast-paced work environment.


  • Strong desire to learn along with a professional drive
  • Solid understanding of different marketing techniques
  • Proficient verbal and written communication skills
  • Proficient knowledge of MS Office
  • Passion for the marketing industry and its best practices
  • Responsibilities Collect quantitative and qualitative data from marketing campaigns
  • Perform market analysis and research on competition
  • Support the marketing team in daily administrative tasks
  • Assist in marketing and advertising promotional activities (e.g. social media, direct mail and web)
  • Prepare promotional presentations
  • Help distribute marketing content
  • Manage and update the company database and customer relationship management systems (CRM)
  • Help organize marketing events
  • Familiarity with marketing computer software and online applications (e.g. CRM tools, Online analytics, and Google Adwords)

Apply Now - Marketing Intern

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