I need someone who is:
I. Experienced in Quickbooks to log roughly 275 monthly receipts/transactions across multiple companies:
Monthly Transactions by company:
TFA Insurance - 228
AUM Business - 10
Legit Rides - 25
BPS Iowa - 8
BPS NB - 24
WCB LLC - 2
KWB Marketing - 4
II. Would really prefer if you also have experience with how life insurance, annuities, and AUM/RIA/Securities commissions are paid so you could track those also & verify that I am being paid correctly.
- Last year we had around 41 million total for 340 FIA cases we wrote
- - this year will be about 2/3 of that
- Around $700k of target for 40 IUL cases that were paid last year
- - this year will be about 1/2 of that
- We have about 30 million in AUM
III. Extra credit: Are you able to do payroll?
- We have 6 employees currently and that will probably increase to 8 in the next couple of months. Do you factor and do all of the tax witholdings and such for that? Or what is included for payroll?
IV. Extra credit: Do you have any experience with U.S. Taxes?
You need to have experience and good reviews & references from existing clients that you have done bookkeeping for that we can contact. I would like the receipts entered in each week, and then YTD P&Ls updated monthly.
I have specific parameters/instructions (see attached Word doc) with logging my expenses that include for each transaction:
- Using our categories for each transaction
- Adding your initials
- Adding a memo/description
- Adding a receipt
You will need to be:
- Very good at catching & solving inconsistencies & thinking through off the wall problems to find new solutions and procedures
- Incredibly detail oriented so as not to miss details that would cause mistakes.
- Self starter who is good at following written instructions but will also ask questions if you find any errors
- Good at Quickbooks & manipulating multiple companies within one Quickbooks login
For question one only, submit a short video of yourself answering this question. Your video response should be personal, specific, and in your own words.
1. What specific experience do you have with life insurance and annuities? Tell me what types of life insurance you have tracked before and how it pays so I know you understand. Same thing if you have experience with AUM.
Answer the rest of the questions below by copying my questions and putting your answers below them in a different color font or in all capital letters. Do not submit a resume or a pretyped boiler plate response. I will ignore all of those.
Please do not use AI & respond with the answers to these questions:
2. Is it just you or how many employees you have currently in bookkeeping? How long you have been in business doing bookkeeping?
3. How long have you been using Quickbooks and what is your experience level?
4. Do you know how to use Quickbooks to have multiple companies with only one Quickbooks login?
5. What is your fixed $ rate per month or per transaction for what I described above & the attached Word doc in regards to each of these:
- bookkeeping & P&Ls
- commission reconciling
- payroll
6. Would you like additional work such as managing Amazon & store returns & verifying they are refunded, managing subscriptions, categorizing and tracking my mileage & compiling the mileage reports, setting me up and applying loans & other finanical thing, etc.? Data entry work in Excel spreadshseets outside of the bookkeeping? What is your hourly rate if so?
7. Did you read the attached Word doc and are you okay following my instructions of how I would like transactions entered?
8. Do you have advanced experience with Excel by chance? Like adding macros and advanced formula stuff? If so, there would be some additional work I could give you.
9. Who have you worked for previously or currently that I could call & speak with for a reference?
10. Do you have experience in U.S. taxes? If so, how much and what is your experience?
11. Are you able to make calls to the U.S.? (I can cover costs beyond our initial interview.)
12. On a scale of 1-10 with 10 being high, can you rate your ability to understand & communicate in written & spoken English?
13. On a scale of 1-10 with 1 being very heavy and difficult to understand in American, & 10 being no accent at all, how would you rate your accent? Can you make calls if needed to vendors with a neutral accent so they will be able to dialog and understand you?
14. Please complete this proctored exam as it has been very effective at determining good quality candidates for us: https://app.testgorilla.com/s/j278qc6r
Let us know what email & name you used for the test please.
15. What other platforms besides Quickbooks do you have experience with? Xero? Wave?
NOTE: Please make sure you give me all of the info above such as pricing, completing the proctored exam, etc. if you would like a response! :) Thank you for applying!!
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