This is an exciting role for you, if you are a senior bookkeeper seeking Part time, consistent role that can be done remotely. Through your bookkeeping strengths, and excellent and fluent use of the English language, you will be the senior client development person -- building trust with recent clients during the period on “onboarding”.

Responsibilities:

Lead nurturing: Build and track via CRM a strong relationship with leads to close sales.

Managing customer relationships: Ensuring we provide caring and competent services to our clients. While you will not perform most of the bookkeeping tasks, you will provide an oversight to the team that does.

Qualifications:

Experience in the bookkeeping/accounting industry: Minimum of 3 years performing full cycle bookkeeping.

Communications: You need to have a soothing, confident and clear voice; you need to be able to write effortlessly in English, without reliance on AI. Minimum of 3 years of experience in daily English communication with customers or clients.

Attention to detail in documentation: Proven ability to work independently, tracking time and recording all data in collaborative documents.

Experience in Customer Service: You have sold products or services that are valued at over $500/item or service

Comfortable using and adopting technology to collaborate and improve efficiency: You should be a quick learner when it comes to integrating new tools into your workflow. You are familiar with QBO,



other web-based apps, Microsoft 365 (including web-based Office apps and webmail), video conferencing tools (like Teams), and cloud storage platforms (such as OneDrive).

Reconcile Business Consulting Benefits: Part Time; Work from Home: 20 hrs per week. $23 to $28/hour as employee or contractor. Continuous Training on how to communicate Ability to work from home, yet still connected with a small Vancouver Office team, Extended health benefit after 6 months.

About: There are so many small business owners that have no idea where their cash is disappearing to, or they don’t know if they are even making money! We offer services to empower owners with tools and insights they need to increase profit, impact, and cash flow.

Small, Dynamic Team: We are a close-knit & diverse team of 10 professionals working remotely, and within two offices. We prioritize building strong, positive relationships within our team.

Growth Mindset: We believe in continuous learning and are always looking for new skills and perspectives to bring to the table. You will be given hands-on training by a business partner with 40+ years of experience, and a chance to put your learning into practice.

Shared Success: At Reconcile Business, we celebrate our successes together. As the company grows, we ensure that our team members grow financially and professionally alongside us.

📌 Senior Client Development (Kelowna)
🏢 Reconcile Business Solutions
📍 Kelowna