Part-time Bookkeeper

About Kapedani & Associates

We are so excited you are here! We are Kapedani & Associates, a boutique accounting firm based in Toronto that provides tax, bookkeeping, and advisory services to small and mid-sized businesses across Canada.

We are making financial awareness for business owners accessible through excellent customer service and a strategic skilled approach to problem-solving. While we love getting into the numbers, we love to get to know (and sometimes sample!) our clients’ businesses from the inside out. We believe that accounting doesn’t have to be the source of chagrin, and want to empower our clients to confidently look through their numbers to inform business decision making.

We are a fully remote team, but we stay connected through our weekly coffee chats and use our project management software – Teams, Loom & Financial Cents. Always available to each other, we work together through issues as they arise ensuring that the end result is a clear, well-informed recommendation/presentation of data for our clients. We don’t just work for our clients, we are invested in their financial success and results. Now the exciting part - we are growing!

The Opportunity

We’re looking for a Part-time Bookkeeper with an entrepreneurial spirit and an interest in management to be a part of this exciting next stage. This individual knows that there is nothing more satisfying than getting an account to reconcile to the penny.

This opportunity is perfect for someone who has experience in cloud-based bookkeeping, has great attention to detail and an eye for process improvement, and managing project timelines and client expectations. Communication and accuracy are at the heart of success in this role. This position has a high amount of autonomy, and while we are a small team currently, there is a large opportunity to grow and scale with us as this team expands.

Am I describing you? Keep reading!

Responsibilities

Here are the things that you’ll own day to day:

• Working on client files including completing full cycle bookkeeping, month end adjusting journals entries, bank reconciliations, generating and interpreting reports from various third party platforms (such as Shopify, Amazon, Stripe), maintain financial reports, researching transactions, maintaining AR, AP and Payroll when necessary. Also; prepare HST & WSIB returns quarterly, generate financial statements, cashflow projections and performance analysis reports.
• Monitoring deadlines; ensuring reporting deadlines are met as outline by both the CRA and client requirements.
• Onboarding new clients; setting up their client files within specified platform, maintaining their files and identifying areas of improvement.
• Bookkeeping clean up
• Business Development duties include: Creating new systems and processes to improve efficiency, contribution to the creation of our SOP library, participating in new client calls & follow-up communications,
• Be responsive; available for professional and friendly client communication via, email, phone and video conference.
• Embodying our core values: We are Different, Client Success is Our Success, Balance Between I & We

Our Ideal Candidate

• Is CPB (Certified Professional Bookkeeper) or is working towards it.
• Has experience (3+ years) using QuickBooks Online and Xero.
• Has experience running payroll and maintain payroll records in Ontario.
• Has familiarity with using Financial Cents as a CRM tool and common third-party commerce and payment processing platforms (such as Shopify, Amazon, Stripe and Square).
• Values Communication and Client Experience as pillars of a healthy work exchange.
• Enjoys working independently and takes pride in own work.
• Is conscientious and thorough, calm in stressful situations and functions well in a transparent, collaborative working style.
• Our clientele consists of business owners across a variety of industries; an interest in learning about different industry standards and practices is an asset.
• Has a desire to change the reputation of accounting firms to be an approachable and calming force for clients.

What we offer

• Pay Range: $30-35/hour for approx. 20-25 hours per week
• Completely remote, with the opportunity for flexible hours as requested.
• Opportunity to move into full-time role is available

Our Hiring Process

• Step 1: Please submit your resume to careers@jkcpa.ca with the subject line: PT Bookkeeper Position.
• Step 2: Rather than provide us with a standard cover letter, along with your resume we would love if you could share with us your responses to the following questions:
  • On a scale of 1-10 (1=not at all, 10=Urgent Priority), how much do you prioritise process improvement, and SOP development and refinement within an organization.
  • Can you provide a short, real-life example of how you improved a process or streamlined operations for a client or employer?
  • We would love to hear a little bit about yourself in terms of what drew you to this role, and something interesting about yourself that would make you a great fit!
• Step 3: Upon receipt of your resume and cover letter, you will be a sent a link to complete a survey in Microsoft Forms. This enables us to get to know your style and experience. If you are selected, you will be contacted to schedule an interview.
• Step 4: A call with our CEO, Jennifer Kapedani, and our Accounting Manager/Head of Bookkeeping, your potential manager, to discuss the basics of the role and our company, as well as dive deeper into your experiences, goals, and style.
• Step 5: Paid Shadow Day – You’ll join us for a paid half-day to see how we work, meet the team, and get a feel for our systems and clients. This is just as much an opportunity for you to decide if we’re the right fit for you, as it is for us to get to know you better.
• Step 6: Offer.

The Downside

We know as a company there are things we are still working on perfecting and we like to be transparent about the challenges ahead. Here are some of the areas we are working on:

• Creating Structures that Work – We’re a small firm, but growing quickly! Although we are working hard to manage this growth by implementing practice management tools to help us manage tasks, deadlines, and workflows, as we figure out what works best for our firm there may be some growing pains along the way to ensure that processes are compatible with our working styles, and consistent throughout the practice.
• Managing Client Relationships – Although a fairly new firm, we want to ensure that we remain conscientious when bringing on new clients (not saying yes to everyone!). We only want to work with clients that appreciate and value what we bring to the table.
• Team Growth – As the business grows, so will the team! And as important as it is to find clients that compliment our values, it is just as important to find teammates that do as well. This also means that in some instances, the onboarding and training of these new members will be a collaborative effort.

Kapedani & Associates provides accommodation during the recruitment process should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at careers@jkcpa.ca.