<aside> 👨🏽‍💻 £25k - £30k PA | Full Time | Remote (UK Based)

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We’re looking for a financial mind to help onboard our customers' bookkeepers and accountants to our automotive dealership management software and manage our internal bookkeeping and account management needs day to day.

Our software integrates with the top accountancy apps by sending customer and supplier invoices, payments, and journal entries to them, which helps streamline and simplify dealers' lives. The role will involve demonstrating how the apps work together and helping set them up.

Responsibilities and Goals

• Become an expert on DealerKit’s reporting, accountancy and bookkeeping features and capabilities.
• Perform initial customer onboarding/training sessions (usually ≤ 1.5 hrs with three to six a week) remotely to get them started with the integration of their chosen accountancy software and our management platform on the right foot. Some examples of what this may entail:
  • Helping them connect Xero to our software and perform their first export of invoices and bills.
  • Showing them how to export data and import it into Sage 50 as customer/supplier invoices.
  • Mapping nominal codes/chart of accounts and bank accounts between the apps.
  • Demonstrating how the apps work together and what the exported data will look like within their software.
  • Advising on best practices relating to the structure of their chart of accounts.
  • Helping them access financial information and reports from the system.
• Educate and empower customers on how to improve their processes to become more efficient.
• Supporting other team members with accounting/bookkeeping questions and spreading your knowledge.
• Stay current with HMRC's current accounting legislation relating to the motor trade, especially the VAT margin scheme.
• Ask about, listen to and understand our customers' bookkeeping and accountancy challenges and further our customer feedback loop to allow us to improve our products and services through customer feedback and ideas.
• Manage and reconcile our team expenses/reimbursements via our expense management platform, Pleo.
• Reconcile customer subscriptions and usage via our management system with invoices generated by our accounting software.
• Set up new billing profiles and chase up overdue customer accounts.
• Perform our bank reconciliation.
• Run our monthly billing cycle.

Must have skills

• Experience in day-to-day bookkeeping, submitting VAT returns via MTD.
• Working knowledge of P+L and balance sheet reporting.
• Good working knowledge and past experience using Xero.
• Demonstrate effective time management and organisational skills.