Remote Bookkeeper for Optometry Practices

About Us

For over two decades, we have been committed to the success of independent optometrists, establishing ourselves as a prominent alliance of private practice owners across the United States. Founded by an optometrist who understands the intricacies of private practice ownership, our mission centers on empowering independent owners to realize their vision for their practices. With a fundamental principle of ?people first, always,? we are dedicated to fostering innovation that equips our members with a competitive advantage. Serving a diverse network of over 3,200 optometrists, we facilitate their adaptation to change, their ability to seize opportunities, and their long-term success. Our members benefit from specialized services, expert guidance from highly regarded industry consultants, data-driven business analytics, personalized account management, exclusive vendor discounts, ongoing education opportunities, and networking events at local, regional, and national levels.

Role Overview

In the capacity of Bookkeeper, you will be integral in managing the financial records for a diverse portfolio of optometry clients. Your responsibilities will encompass transaction coding, reconciliation of statements, and the oversight of the monthly closing process. Additionally, you will handle payroll for participating practices and, as our service offerings expand, will also support accounts payable and bill payments.

Key Responsibilities
? Manage the bookkeeping and financial reporting processes for independent practice owners.
? Assist in transaction coding and partner with owners on decisions regarding expenses or capitalizing equipment purchases.
? Reconcile accounts and ensure timely and accurate monthly closings.
? Facilitate the payroll process by processing payroll, ensuring timely tax payments, and filing payroll reports.
? Provide support to a portfolio of up to 60 client practices on a monthly basis.
? Offer constructive feedback and contribute to the enhancement of our service offerings.

Required Skills
? Proficient in QuickBooks Online.
? Familiarity with QuickBooks Payroll, Gusto Payroll, ADP, and/or Paychex is preferred.
? Strong competence in Excel, including pivot tables and VLOOKUP, alongside proficiency in other Microsoft Office applications.
? Exceptional written and verbal communication skills, with strong time management and decision-making abilities.
? Meticulous attention to detail and well-organized, capable of thriving in a fast-paced environment.
? Self-motivated and comfortable working remotely.
? Committed to fostering collaboration and teamwork.
? Adaptable and skilled at navigating a dynamic work environment.

Qualifications
? Proficiency in managing financials for small businesses.
? Familiarity with bookkeeping practices and financial reporting is essential.

Career Growth Opportunities

We prioritize the professional development of our team members, offering specialized services, expert guidance, and opportunities for ongoing education. Engage in networking events at various levels, facilitating connection and collaboration within the industry.

Company Culture and Values

Our culture is rooted in a commitment to ?people first, always,? emphasizing support and empowerment for independent optometrists. We value innovation and collaboration, creating an environment where our members can thrive.

Employment Type: Full-Time

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