Full Charge Bookkeeper

About the Company

For the past twenty-five plus years, IDOC has remained committed to the success of independent optometrists, and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633.

IDOC’s Optometry Practice Bookkeeping Service

Since 2021, Books & Benchmarks has helped us better serve our members while strengthening our own organizational intelligence. Like many small businesses, member practices often lack the time or in-house expertise to track their financials consistently and accurately. They also find it difficult to draw meaningful insights from their financial statements, often because expenses are simply placed into QuickBooks Online’s default categories.

Starting in 2021, Books & Benchmarks has supported our member practices by providing accurate, timely, and meaningful financial statements, support with payroll and accounts payable, and automated benchmarks to turn financial reports into informed decisions.

Role Summary

The full-charge bookkeeper will support 30-40 clients with monthly bookkeeping, running payroll or helping with payables for a subset of those clients. Successful candidates will demonstrate:

1. A sound knowledge of QuickBooks Online with current experience, ideally with some understanding of how financial statements link to tax.
2. High attention to detail: we reconcile to the P&L and balance sheet every month.
3. Able to completely manage client relationships, communicating professionally by email and phone.
4. Experience managing time and priorities in a remote work environment.

• Complete monthly bookkeeping and financial reporting for 30-40 client practices.
• Accept and code transactions in QuickBooks Online.
• Reconcile accounts and close books monthly.
• Support payroll process, including processing payroll, adding/removing employees, setting up withholdings, Insurance and IRA remittances.
• Assist with Retirement censuses and Worker’s Compensation Audits
• Use Bill.com to support Bill Pay or A/P for client practices.
• Provide feedback and guidance to development of the service
• Bachelor’s degree in accounting or finance, or comparable certification preferred
• 3+ years Bookkeeping/Accounting in QuickBooks Online experience required
• Complete proficiency in QuickBooks Online
• QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred
• Competence with the Microsoft Suite: Outlook, Teams, Excel, etc.
• Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail.
• Well organized, able to work in a fast-paced environment.
• Self-directed and able to work remotely
• Committed to collaboration and teamwork.
• Ability to thrive in a dynamic environment.