Non-Profit Controller

At Universal Bookkeeper, we go beyond traditional accounting to empower and support the non-profit sector. We’re seeking a Full-Time Non-Profit Controller who is not only passionate about impactful change but also a dedicated advocate for community initiatives. Join us in our mission to transform financial management within the non-profit landscape, where your expertise will directly contribute to our client’s success and community well-being.

We’re in search of a mission-driven, tech-savvy, and innovative Controller eager to make a significant impact on our Hospice and Non-Profit clientele. With the aid of cutting-edge applications and programs, you will provide unparalleled guidance and support to our senior leaders and non-profit board members, enhancing their financial strategies and operational excellence.

Our firm specializes in offering outsourced Chief Financial Officer services to New York State Non-Profit Hospice organizations. In this role, you will oversee financial management and reporting for both Hospice and other Non-Profit Organizations. Beyond the primary responsibilities of a Controller, you will also impart strategic financial guidance to senior leaders and non-profit board members.

Responsibilities:

Financial Oversight: Oversee all aspects of financial management, including financial reporting, cash flow management, and month-end close activities. Ensure strict adherence to accounting principles and regulations.

Budget Management: Manage the organization’s budget, monitor its financial performance, and provide insightful financial analysis to aid strategic decision-making.

Team Leadership: Lead the accounting team to deliver timely and compliant results for each client organization, ensuring adherence to sales tax regulations, 1099 filings, and other financial obligations.

Stakeholder Engagement: Conduct regular meetings with CEOs and senior management, and present monthly financial results to Finance and Board Committees.

Business Analysis: Perform detailed business analysis to identify growth opportunities and areas requiring improvement.

Transactional Oversight: Review and approve payroll and accounts payable transactions; coordinate with audit teams to ensure compliance and accuracy in annual deliverables.

Regulatory Compliance: Ensure timely and accurate completion of all financial documents, including cost reports and tax filings.

Client Relations: Deliver exceptional customer service and foster strong relationships with clients, team members, and other stakeholders.

Professional Development: Support staff and intern development through training and mentorship, while actively participating in community-focused team-building initiatives.

Required Qualifications:

• Bachelor’s Degree in Accounting or Finance; Master’s Degree preferred.
• Certified Public Accountant preferred.
• 5+ years of accounting experience, with a preference for backgrounds in Non-Profit accounting or related Health Care industries.
• Strong written and verbal communication skills, suitable for interacting in a professional environment.
• Management experience in leading teams, with the ability to mentor staff and optimize team dynamics
• Exceptional accuracy and attention to detail, with a proven track record of reliability, confidentiality, and conscientious work habits.
• Proficient time management skills, with the capacity to multitask and prioritize effectively.
• Demonstrated ability to foster client relationships and deliver superior customer service.
• Experience with QuickBooks Online, Brightree/Matrix or other Electronic Medical Record System, and web-based payroll platforms like Gusto and Paylocity.
• Proven expertise in implementing efficient workflows, procedures, and software to enhance organizational effectiveness.

Compensation & Benefits:

• Competitive Salary: Based upon experience, ensuring fair and rewarding compensation.
• Bonus Opportunities: Performance-based bonus pay
• Paid Time Off: Generous leave policy including 8 paid holidays and paid bereavement leave
• Health Benefits: 75% coverage of single health insurance premiums and a monthly health and wellness stipend
• 401K Retirement plan
• Professional Development: Tuition Reimbursement and support for professional development, including CPA/EA test and review material costs
• Training opportunities for advancement training within the accounting and business fields
• An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development
• Work Schedule Standard 40 hour work week from Monday – Friday (7:30AM-4:00PM) with flexible schedule and hybrid options available
• Employee Referral Bonus: Incentives for referring new talent to our team
• Positive Workplace Culture: A supportive and uplifting environment that nurtures well-being, productivity, and professional growth.

Senior Accountant

At Universal Bookkeeper, we transcend traditional accounting to empower and support the small business and non-profit sectors. We are actively searching for a Full-Time Senior Accountant who is not only passionate about impactful change but also committed to supporting our vibrant small business community. If you’re a forward-thinking accounting professional eager to leverage the latest tech-savvy tools to revolutionize accounting processes, we invite you to join our mission. As part of our team, your expertise will play a crucial role in transforming financial management within the small business and non-profit landscape, directly contributing to our clients’ success and community well-being. Join a team that values reliability, precision, and a supportive, driven culture. At Universal Bookkeeper, our roles are designed not only to challenge and fulfill but also to facilitate substantial career advancement and professional development

Become a part of a dynamic team that prioritizes both professional growth and personal well-being. Step into a role where your skills can thrive, and your efforts contribute to a more sustainable and gratifying accounting career. Contact us today to take the first step toward a rewarding change.

Core Duties & Responsibilities:

• Accounting Operations: Execute daily, weekly, monthly, and annual accounting functions for a diverse client base.
• Month-End Procedures: Conduct month-end closings, including account reconciliations and variance analyses to ensure accuracy and compliance.
• Financial Reporting: Prepare and review comprehensive monthly financial report packages tailored to client needs.
• Tax Management: Oversee and manage sales tax and 1099 compliance, along with the preparation and review of personal and business tax returns.
• Team Development: Contribute to the development, training, and mentoring of staff and interns, enhancing professional growth and expertise.
• Client Relations: Build and maintain dynamic relationships with clients, providing strategic advice to support their financial goals.
• Community Engagement: Actively participate in community-supported team building activities, promoting a collaborative and inclusive workplace.

Requirements & Qualifications:

• A minimum of 3-5 years of private or public accounting experience is required
• A minimum of a Bachelor’s Degree in Accounting or a related field is required
• Thorough knowledge of accounting concepts, generally accepted accounting principles and financial systems
• Must be detail oriented and possess excellent verbal and written communication
• Exceptional time management abilities, proficient in multitasking, prioritization, and meeting deadlines.
• Experience with QuickBooks Online, Bill.com, or Gusto Payroll
• Progress towards completion of a CPA/EA or related certification

Benefits:

• Competitive Salary: Based upon experience, ensuring fair and rewarding compensation.
• Bonus Opportunities: Performance-based bonus pay
• Paid Time Off: Generous leave policy including 8 paid holidays and paid bereavement leave
• Health Benefits: 75% coverage of single health insurance premiums and a monthly health and wellness stipend
• 401K Retirement plan
• Professional Development: Tuition Reimbursement and support for professional development, including CPA/EA test and review material costs
• Accountant Progression Career Path
• Training opportunities for advancement training within the accounting and business fields
• An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development
• Work Schedule Standard 40 hour work week from Monday – Friday (7:30AM-4:00PM) with flexible schedule and hybrid options available
• Employee Referral Bonus: Incentives for referring new talent to our team
• Positive Workplace Culture: A supportive and uplifting environment that nurtures well-being, productivity, and professional growth.

Senior Accountant – Part Time

At Universal Bookkeeper, we transcend traditional accounting to empower and support the small business and non-profit sectors. We are actively searching for a Part-Time Senior Accountant who is not only passionate about impactful change but also committed to supporting our vibrant small business community. If you’re a forward-thinking accounting professional eager to leverage the latest tech-savvy tools to revolutionize accounting processes, we invite you to join our mission. As part of our team, your expertise will play a crucial role in transforming financial management within the small business and non-profit landscape, directly contributing to our clients’ success and community well-being. Join a team that values reliability, precision, and a supportive, driven culture. At Universal Bookkeeper, our roles are designed not only to challenge and fulfill but also to facilitate substantial career advancement and professional development 

Become a part of a dynamic team that prioritizes both professional growth and personal well-being. Step into a role where your skills can thrive, and your efforts contribute to a more sustainable and gratifying accounting career. Contact us today to take the first step toward a rewarding change. 

Core Duties & Responsibilities: 

• Accounting Operations: Execute daily, weekly, monthly, and annual accounting functions for a diverse client base. 
• Month-End Procedures: Conduct month-end closings, including account reconciliations and variance analyses to ensure accuracy and compliance. 
• Financial Reporting: Prepare and review comprehensive monthly financial report packages tailored to client needs. 
• Tax Management: Oversee and manage sales tax and 1099 compliance, along with the preparation and review of personal and business tax returns. 
• Team Development: Contribute to the development, training, and mentoring of staff and interns, enhancing professional growth and expertise. 
• Client Relations: Build and maintain dynamic relationships with clients, providing strategic advice to support their financial goals. 
• Community Engagement: Actively participate in community-supported team building activities, promoting a collaborative and inclusive workplace. 

Requirements & Qualifications: 

• A minimum of 3-5 years of private or public accounting experience is required 
• A minimum of a Bachelor’s Degree in Accounting or a related field is required 

• Thorough knowledge of accounting concepts, generally accepted accounting principles and financial systems 
• Must be detail oriented and possess excellent verbal and written communication 
• Exceptional time management abilities, proficient in multitasking, prioritization, and meeting deadlines. 
• Experience with QuickBooks Online, Bill.com, or Gusto Payroll 
• Progress towards completion of a CPA/EA or related certification 

Benefits: 

• Competitive Salary: Based upon experience, ensuring fair and rewarding compensation.  Hourly Rate:  $25.00 – $35.00 per hour.
• Bonus Opportunities: Performance-based bonus pay 
• Paid Time Off:  Generous leave policy including 8 paid holidays and paid bereavement leave 
• 401K Retirement plan 
• Professional Development:  Tuition Reimbursement and support for professional development, including CPA/EA test and review material costs 
• Training opportunities for advancement training within the accounting and business fields 
• An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development 
• Work Schedule Standard 20-30 hour work week Monday – Friday within core hours (7:30am-4pm) with flexible schedule and hybrid options available 
• Employee Referral Bonus: Incentives for referring new talent to our team 
• Positive Workplace Culture: A supportive and uplifting environment that nurtures well-being, productivity, and professional growth. 

At Universal Bookkeeper, our commitment goes beyond traditional accounting. We are deeply invested in empowering small businesses, hospices, and non-profit organizations, recognizing their collective and critical roles in our communities. Small businesses are the heartbeat of our economy, complemented by the noble services of hospices and the community-building endeavors of non-profits. 

Through our specialized, cloud-based accounting services tailored for these entities, we provide the financial scaffolding that enables them to focus more fully on their core missions. From remote accounting and bookkeeping to strategic financial insights, we’re here to ensure their fiscal health, stability, and growth. 

Our commitment to excellence is well-recognized. We were honored with the NYSBDC Growth Business of the Year award in 2020 and the Utica Chamber’s Small Business Catalyst Award in 2021. Our dedication to community service has also earned us a nomination for Mohawk Valley’s Best of the Best Local Accountant in 2023.  

Join us at Universal Bookkeeper, where you become part of a visionary team redefining the role of accounting in supporting small businesses, hospices, and non-profits across Central New York. We are committed to the prosperity and success of our clients and communities. Apply today and help shape a future that goes beyond the conventional, truly making a difference. 

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. 

Staff Accountant

Elevate the small business community with Universal Bookkeeper, Inc., a progressive boutique accounting firm based in New Hartford, New York. We’re on the lookout for a Staff Accountant who embodies a passion for impactful change. If you’re an innovative thinker excited about leveraging the latest tech-savvy tools to revolutionize accounting processes, we want to connect with you. Join a team that values reliability, precision, and a supportive, driven culture as you embark on this fulfilling opportunity.

Core Duties & Responsibilities:

• Perform daily, weekly, monthly, and annual accounting functions for a variety of clients
• Conduct month-end close procedures, including account reconciliations and variance analysis
• Prepare monthly financial report packages for clients
• Manage sales tax and 1099 filing requirements for clients
• Prepare personal tax returns during tax season
• Perform additional accounting-related tasks as needed
• Take part in community-supported team building activities.

Requirements & Qualifications:

• A minimum of 1-3 years of private or public accounting experience is required
• A minimum of a Bachelor’s Degree in Accounting or a related field
• Thorough knowledge of accounting concepts, generally accepted accounting principles and financial systems
• Must be detail oriented and possess excellent verbal and written communication
• Exceptional time management abilities, proficient in multitasking, prioritization, and meeting deadlines.
• Experience with QuickBooks Online

Benefits:

• Competitive Salary based upon experience
• Bonus pay
• Paid Time Off and 8 Paid holidays
• Paid Bereavement Leave
• Health insurance options
• 401K Retirement plan
• Paid opportunities for advancement training within the accounting and business fields
• An uplifting and supportive workplace culture nurturing employee well-being, productivity, and development
• Full time position: Normal work week is 40 hours Monday – Friday (7:30AM-4:00PM) with Flexible Schedule and hybrid options available

1. Assisting in daily bookkeeping tasks, including data entry, transaction processing, and reconciliation of accounts.
2. Learning and utilizing cutting-edge accounting software to streamline processes and enhance efficiency.
3. Assisting with financial report preparation and analysis for clients.
4. Participating in client meetings and actively contributing to discussions on financial matters.
5. Supporting the preparation of tax documents and compliance activities.
6. Engaging in general administrative tasks and office support as needed.
7. Participate in team-building initiatives that support our community and foster a positive work environment