Bookkeeper (Part-time)

Bookkeeper Job Description

Company: Heaney Business Group

Employee:

Job title: Bookkeeper

Reports to: Director

Date prepared: 6 December 2022

Position Summary

To provide bookkeeping services for a range of clients.

Key Responsibilities

Client relationship management

Tasks KPIs

Primary contact for your clients

Communicate proactively with clients to understand their

needs

Articulate the value of our services to clients

Monitor level of service to ensure it meets clients’ expectations

24 hour turnaround on emails and calls

Minimum 95% client satisfaction recorded by feedback

surveys

Bookkeeping and compliance

Tasks KPIs

Review work assigned to other bookkeepers

Support Director and Managers

Interview clients

Keep up to date with weekly payroll documents and ensure

that all other statutory requirements

Completing the BAS reconciliation and all other required

related taxation obligations

Conducting software setups, conversions and training

Conducting the required accounts payable, accounts

receivable and debtor management  as required

Prepare and review other compliance returns

Monitor ATO payments for clients

Prepare monthly management accounts and attend client

meetings

Troubleshoot cashbook issues for clients

Minimal review points on each file

Jobs turned around within agreed time frames

24 hour turnaround on emails and calls

Proposals sent within 48 hours of meeting / discussion

Workflow management and job budgets

Tasks KPIs

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Understand firm’s workflow expectations

Use the tools and procedures available to monitor progress

Manage WIP budgets and turnaround time proactively

Deal with client challenges and roadblocks in a timely

manner

Monitor accuracy of work completed

Achieve lodgement due dates

Ensure sufficient workflow

Maximum of 10 jobs open at one time

Budgets are agreed and met with 10% write-off

Jobs turned around within 4-6 weeks

Individual KPIs achieved

Minimal peer review comments on each job

95% filed by on time

Workpapers used on all jobs

Service and business development

Tasks KPIs

Identify opportunities for additional services

Sell and deliver additional services

Ask for referrals

Engage in ongoing professional development

Minimum of 20 hours of CPD per annum

Team leadership and development

Tasks KPIs

Train and delegate to the Assistant Bookkeeper

Communicate expectations and job requirements clearly

(scope of work, fees, turnaround time)

Provide feedback on work in progress

Provide feedback on quality of work completed

Work completed within budget and on time

WIP targets met.

Peer review checklist completed on all delegated jobs

Qualifications, Experience, and Competencies

Qualifications and

experience Certificate IV in Bookkeeping or above

Proven experience with Xero / MYOB / QuickBooks

A sound understanding of current legislation and ATO requirements

Core Competencies Analytical and problem solving skills

Excellent written and verbal communication skills

Highly effective relationship management skills

Planning and organisational skills

High quality of working papers

High degree of accuracy, responsibility and attention to detail

Adherence to internal procedures

What we expect from you Prepare client work with a high degree of accuracy

Complete jobs on time and within budget

Generate leads and bring on new clients

Establish priorities to efficiently manage workload

Identify and address workflow issues

Reallocate jobs when required

Achieve monthly budget and other KPIs

Communicate clearly and in a timely manner with clients

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What we want from you Relate to clients and understand their needs

Manage clients proactively

Delegate effectively

Clearly articulate value of services to clients and gain conceptual agreement to proceed with

additional services

Able to work under pressure

Able to meet deadlines

Assist other team members where appropriate

Work in a focused manner and with attention to detail

Display each of the following attributes - excellent work ethic / dedication / punctual / initiative /

personality / proactive / organised / professional

Live into our Core Values Share our Knowledge

Create long term trust

Deliver an exceptional experience

Hours of Work

37.5 hours per week being flexible (as approved) from Monday to Friday.

General

Heaney Business Group provides formal and informal training for all team members, and provision for members who are studying

for relevant qualifications can be negotiated on an individual basis.

Read and agreed to by:

Signed:

Name:

Date:

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