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Cooperative Bookkeeper

Wholehearted Bookkeeping

Cooperative Bookkeeper

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Candidate for worker ownership - at six months is eligible to become a worker owner. Becoming an owner requires a $750 investment after the initial candidacy period. This payment can be broken up over time if needed.

    Cooperative Bookkeeper

    Desired Start Date: December 1st, 2021

    Work:

    • Remote, 100% virtual. Strongly prefer candidates in California or New York, but are open to candidates in other states. Possibility to work at a coworking space if desired.
    • Initially 25% client work with 75% internal work such as training and joining meetings (first few weeks). Transition to approx 50-60% client work and 40-50% internal work.

     

    Client Work

    • Assisting clients with setting up a Quickbooks Online account - chart of accounts, synchronizing bank feeds, and any app integrations
    • Clean up/ catch up bookkeeping for previous periods
    • Routine monthly and/or quarterly bookkeeping - categorizing transactions, reconciling accounts, accounts receivable, accounts payable, payroll administration, etc
    • Consulting: cash flow + budget projections, participatory budgeting, internal controls, worker owner pay by entity
    • Possibility to be involved in curriculum development and delivery of trainings
    • Responding and communicating with clients via email and via one on one calls as needed

    Internal Work - support with the following:

    • Discovery calls with potential clients
    • Developing client proposals
    • Responding to questions from prospective clients
    • Operations meetings 1-2 times per week (currently Mondays/Wednesdays)
    • Facilitating and notetaking for internal meetings
    • Respond to team emails and messages
    • Cultivate new clients/ engage in marketing - may include posting on social media
    • Technicalities & logistics (Calendly, deadlines in calendar, LastPass, track time in Toggl)
    • Potential peer supervision

    Compensation

    • Wage: $25/ hour (+$5/hr upon transition to worker-ownership)
    • Part time (15-25 hours/week) with the possibility of going up to 35 hours/week
    • You would be filling in partially during a period of family leave

    Benefits

    PTO Policy (annual):

    • 16 holidays including the last week of December
    • 5 adulting days
    • 5 fun & wellness days
    • 3 Concern for Community days
    • 1 birthday
    • 15 flexible vacation days
    • unlimited up to 3 weeks paid sick leave
    • Family leave, bereavement, jury duty
    • Unlimited unpaid vacation
    • Work is fully remote
    • Highly flexible schedule
    • Dental, vision, disability and accident insurance as offered through the USFWC
    • Currently no health insurance or retirement plan available

    Required Qualities, Skills, & Experience

    • Bookkeeping & accounting (we work mostly with Quickbooks Online)
    • Interest in, passion for, and commitment to cooperative principles and our values
    • Ability to work independently, remotely and as part of a team
    • Ability to ask for and receive support when facing challenges or the unknown
    • Lightheartedness combined with a willingness to dive into technical work
    • Patience and diligence to handle many tasks with care and attention to detail
    • Kindness
    • Integrity
    • Clear communication
    • Honesty & transparency
    • Competency to work across lines of difference, including with communities of color, poor and low-income communities, queer communities, immigrant communities, and other marginalized groups
    • Interest in becoming a worker owner of the business after a candidacy period
    • Familiarity with GAAP

    Desired Qualities, Skills & Experience

    • Knowledge of worker cooperatives

    Familiarity with these software:

    • Quickbooks Online
    • Gusto
    • Google Suite
    • Microsoft Suite, especially Excel
    • Zoom
    • Calendly
    • Toggl
    • Wordpress
    • Whatsapp
    • Lastpass
    • Teaching others about finances using popular education methodologies
    • Bilingual English + Spanish/ multilingual

    Think you’re not qualified? Think again!

    Some people might hesitate to apply because they don’t have absolutely everything on the above lists of skill and experience. Don’t let that stop you! We work to empower new team members, and we’ll support you in learning what you need to be successful. Most importantly, we’re looking for someone that we can rely on to carry client work, contribute to our coop’s development, and be part of a movement for a better economy.

    People of color, transgender and gender nonconforming people, people from poor and working class backgrounds, people with disabilities, and women are encouraged to apply.

    (these paragraphs gratefully adapted from the SELC)

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