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Bookkeeping Coach
Bdr - Business Development Resources
24d ago
$62,400 - $85,000
Junior (1-3 years)
Full Time
Philadelphia, PA
Office Full-Time
Company Size
95 Employees
Service Specialisms
Business Coaching
Training
Planning
Sales Excellence Coaching
Sector Specialisms
No specialisms available
Role
What you would be doing
train teams
process optimization
supply setup
client events
data analysis
financial review
- Train each client's accounting team to understand what they need to do daily & why it is important; this could include actual assistance with daily data entry or corrections of data already recorded.
- Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services, increasing internal efficiencies.
- BDR will provide basic office equipment and supplies to set you up for success as a Financial Coach.
- Attend client events as directed.
- Examine, analyze, and interpret accounting information for the purpose of organizing that information to enable performance analysis of business segments.
- Uphold the highest level of confidentiality and trust
- Review financial statements for accuracy and completeness.
- Write clear and concise business processes & procedures & assist clients with proper implementation.
- Delivery of quality coaching using BDR core principles and ideologies to empower our clients to drive profit and growth in their businesses.
What you bring
quickbooks
excel
bookkeeper
communication
customer service
knowledge transfer
- Proficient in various accounting software programs, including QuickBooks, Microsoft Outlook, Word, Excel, and PowerPoint.
- Previous Bookkeeper experience
- Consistent, actionable knowledge transfer to those we serve
- A minimum of 4 years of financial accounting experience or equivalent education
- Quality phone presence
- A minimum of 2 years of customer service experience or equivalent education
- Strong communication skills, verbally and in writing
- A minimum of 2 years of accounting software experience and a complete understanding of the internal workings of accounting software
- Extend your stay after an onsite meeting and enjoy the local culture.
- We reimburse you for your internet up to $75 per month.
- Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Fully cloud-based operations allow easy access to documents.
- Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more!
- Great place for career advancement with training and support from the team
- Travel reward points earned are yours to use personally.
- Our average employee tenure is over 7 years; we are a great place to work!
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Interview process
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Visa SponsorshipInformation not given or found
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Company
Overview
600+ Contractors
Profit Coach Program Members
The company operates a Profit Coach program that serves over 600 contractor members.
10k+ Trained
Annual Training Reach
The company trains over 10,000 professionals annually through workshops and virtual classes.
$10.6M Revenue
Annual Revenue
The company generates approximately $10.6 million in annual revenue through premium training and strategic consulting.
- Delivers tailored business coaching, workshops, and virtual classes for HVAC, plumbing, and electrical firms.
- Clients range from small contractors to large distributors—typical projects include profit mapping and business planning.
- Has been named one of Washington's top workplaces multiple years in a row for culture and retention.
- In 2024–25, recognized as 'Best in Consulting' and part of Washington's Top 100 Places to Work.
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