QuickBooks Consultant (Bilingual preferred, P/T)

Provide QuickBooks support to small business owners, helping them understand their business financials and grow their business.

Are you a certified QuickBooks Pro-advisor who wants to give back by supporting women-owned and minority-owned businesses?

Join Women’s Economic Ventures (WEV) as a part-time QuickBooks Consultant and help grow local small businesses. We would especially love to hear from bilingual (English/Spanish) speakers.

About WEV

WEV (pronounced “weave”) is a non-profit organization dedicated to creating an equitable and just society through the economic empowerment of women. We are a purposeful, mission-driven organization with a passionate and engaged staff based in Santa Barbara and Ventura counties, whose primary focus is supporting women-owned businesses and entrepreneurship. WEV is an Equal Opportunity Employer.

Become a QuickBooks Consultant for WEV

The QuickBooks Consultant provides highly individualized coaching to a specific group of WEV’s small business clients, to give them QuickBooks support and help them increase their financial confidence and decision-making.

This position requires a solid understanding of business finance, a high level of interpersonal sensitivity and ProAdvisor status (or equivalent) in using QuickBooks Online and QuickBooks Desktop.

WEV’s client base is primarily in Santa Barbara and Ventura counties; however, a remote position may be considered. WEV is an Equal Opportunity Employer.

This list of duties and responsibilities is illustrative only of the tasks performed by this position and is not all-inclusive.

Primary Responsibilities:

Client Support

• Provide tailored one-on-one training and education for clients to properly utilize QuickBooks for their specific business.
• Set up or clean up clients’ bookkeeping records in QuickBooks; tie records into previously filed IRS returns.
• Help clients understand their breakeven point, provide support with budgeting and forecasting, including cash flow.
• Assist clients with identifying and producing the correct financial reports for their business’ monthly/quarterly reporting and reconciliations.
• Help clients develop a dashboard featuring Key Performance Indicators (KPIs) tailored to their business.
• Help clients identify potential financial challenges or red flags.

Client Administration

• Record details of client meetings in WEV database.
• Complete and submit required reporting accurately and on time (including biweekly timesheet, monthly expense return, monthly consulting hours record).
• Be available to provide monthly updates to program manager about client progress (may be more frequent at beginning of consulting phase).
• Participate in internal trainings relating to performance improvement, diversity & inclusion, best practice client service, etc. as required.

Qualifications, Skills & Experience:

• QuickBooks Online/Desktop expertise (Pro-Advisor status preferred).
• 5+ years in small business finance, banking, micro-lending, accounting or related field.
• Solid financial acumen; ability to clearly explain income statements, balance sheets and cash flow projections; aptitude in determining patterns/trends among sets of financial data.
• Strong entrepreneurial outlook.
• Excellent interpersonal and communications skills in working one-on-one with clients.
• Ability to explain accounting concepts with clarity and patience.
• Highly motivated and dedicated to WEV’s mission, clients, and the achievement of strategic goals; experience in non-profit environment.
• Personal, reliable auto-transportation and current auto insurance.
• Willing and able to meet with clients virtually (via Zoom, GoToMeeting, etc.), or in our Santa Barbara and Ventura County offices.
• Strongly preferred: bilingual, fluent in written and spoken Spanish, and experience working with LatinX bicultural communities

Education:

Preferred: B.A. or M.A. degree in business, education, finance or related field.

Small business experience may substitute for degree.

Compensation:

$55 to $60/hr. DOE

Note: due to State legislation compliance, QuickBooks Consultants are part-time employees of WEV, not independent contractors; Santa Barbara/Ventura County residents are strongly preferred.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Apply

To apply, click the button below. You will be asked to upload a resume and cover letter, which should be addressed to WEV’s Hiring Manager. In your cover letter, please describe any personal or professional experience with entrepreneurship, if applicable. No phone calls, please.

Apply to Work with WEV