Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get.
Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.
About the Role:
You’ll be helping our Onboarding Accountants build the member’s financial books from scratch. This can include catch-up bookkeeping, clean up work, establishing correct beginning balances from the prior year. You’ll also help our Onboarding Accountants set up the member’s payroll. This can include historical payroll adjustments and mid-year transitions from the members old payroll software to ours. You’ll publish the first set of financial reports for our new members. Many member documents are collected and provided to you, but sometimes you may have to email the member.
⚒️ Responsibilities:
Help Onboarding Accountants build the member’s financial books from scratch. This involves: Catch-up bookkeeping Clean-up work Establishing correct opening balances from the prior year for Remain SC members (Balance sheet Rebuild) Assist Onboarding Accountants in setting up the member’s payroll, which may entail: Historical payroll adjustments Mid-year transitions from the member's old payroll software to Gusto (Payroll Rebuild) Publish the first set of financial reports for our new members, which includes: Producing Profit & Loss and Balance Sheet reports Review the books for errors and collaborate with other accountants to address any discrepancies. Communicate with clients via email to collect necessary documents and provide updates on the onboarding progress. Provide assistance to Onboarding Bookkeepers and Onboarding accountants questions and concerns. Oversee and train new onboarding bookkeepers Contribute to refining onboarding processes and workflows, as well as developing accounting protocols. Supervise the assignment of tasks to onboarding bookkeepers.