Capone & Associate’s mission is to support small businesses and non-profit organizations with expert financial guidance through bookkeeping and Fractional CFO services.
We partner with and provide services to the very best clients who share our core values and culture, which results in a fun, fast-paced and collaborative environment.
At Capone & Associates, you will be able to achieve the balance and quality of life you have dreamed of, while not sacrificing your professional and commercial goals.
Mission:
- To grant business owner’s freedom from day to day accounting and book keeping activities, allowing them to focus their efforts on Business Growth and Development.
- Ensure every client has complete, accurate and timely financial information to support informed business decisions.
- To increase efficiency and effectiveness of each business through proactive and transparent communication with customers, vendors and ownership.
Outcomes:
Provide Complete and Accurate Monthly Financial Reports according to each client’s reporting schedule.
- Perform Bank and Account Reconciliations and File Supporting Documentation
- Prepare Monthly Actual vs Plan KPI Reports
- Ensure the Chart of Accounts aligns with information needed to make informed business decisions
Manage the Accounts Payable processing for clients
- Log and pay bills according with business process
- Ensure Insurance and W9s are received from each vendor and updated annually
- Prepare Annual 1099 forms to send to all vendors
Manage Accounts Receivable processing for clients
- Send and Track Invoices according with business process
- Monitor Aged Receivables and Collections
- Ensure Customer Profiles are updated with pertinent information
Calculate and Pay monthly Sales Tax on behalf of each business
Process and Run Payroll for each business
Provide insight into Continuous Improvement opportunities for each and every client
Exhibit Company Core Values at all times
Experience:
- Bachelor’s Degree in Accounting or Finance and 5+ years of accounting experience or 10+ experience in accounting and book keeping for small and medium sized businesses
- Highly proficient with QuickBooks, Microsoft Excel and other systems
Core Values:
1. Integrity & Community –we always do the right thing, especially when no one is looking. We handle sensitive information and ensure the safeguard of said info. We are leaders and role models in our community.
2. Innovation & Excellence – We strive to be 1% better every day, and push those around us to do the same. We always look for ways to work smarter and more efficiently, to increase quality and service level.
3. Collaboration & Trust – 2 minds are always better than one, and we foster an environment of free flow of information and exchange of ideas and best practices. We trust our team and know there are no bad questions or ideas.
4. Proactive & Responsive –we think two steps ahead and identify opportunities and potential issues well in advance. We are available for our clients, team and our partners.
5. Fun – we truly enjoy what we do everyday! supporting small businesses to achieve their goals and being a servant leader in our community. We never take ourselves too seriously, and find enjoyment even in the most stressful times.
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Professional development assistance
Work Location: In person
