Bookkeeper

Job Introduction

Purpose: 

Using either Xero or our own cloud based accounting software, deliver a seamless and efficient monthly bookkeeping service to Crunch clients, ensuring agreed service levels are met and that clients are completely satisfied with the quality of work and service provided. 

The role requires first class communication skills using telephone, email and in-app chat, and to work collaboratively with the rest of the Crunch team, in particular Client Services and Accountancy teams.

Role Responsibilities:

• Complete the monthly bookkeeping for a regular portfolio of Crunch clients.
  
• Complete bookkeeping for other clients purchasing services on an ad-hoc basis. 
  
• Identify potential opportunities for additional services that meet needs specific to the client.
• Allocate expenses in the accounting software in accordance with HMRC eligibility rules.
• Support with the preparation of VAT returns.
• Perform accountancy software walkthroughs with clients.
• Support clients with accountancy software related queries.
• Maintain records of time spent on individual clients and notify your line manager if the time spent is close to or has exceeded the bookkeeping hours the client has paid for. 
• Notify the Accountancy Management Team and Senior Accountants where additional fees are required from clients, and obtain support on quotes for the work to be undertaken.
• Perform bank reconciliations  and upload bank statements to the cloud accounting software from a variety of different formats such as PDF, CSV or hard copies of statements.
• Liaise directly with clients via email, phone, video call and in-app chat to obtain all necessary information to complete bookkeeping activities.
• Work with Finance, Client Services and Accountancy teams to make them aware of any matter arising such as accounting adjustments needed to a client’s account.
• Provide information to clients regarding their expenses and answering general bookkeeping queries. 
• Liaise with Accountancy team colleagues on advice to be provided regarding expenses.
• Achieve agreed service levels for bookkeeping services performed.
• Adhere to company policies and processes to be used for bookkeeping services at Crunch.
• Complete any agreed training, Continuous Professional Development (CPD) or professional studies (as applicable and approved) to keep skills and development up to date.
• Embrace the usage of the Hibob system, which is being used by Crunch to complete regular 121 and review conversations, and for setting and tracking company and department Objectives and Key Results (OKRs).