ProfitCoach

- Ideal Start Date: Immediately - Hours of Work: Hourly, anticipated 40 hours/week - Compensation: $7-$10/hour - Status: Full-time position This is a full-time, long-term remote role supporting property management companies with corporate accounting, monthly financial reviews, payroll recording, reconciliations, and accounting cleanup. To be considered for this role, applicants must have previous experience with Quickbooks. After applying, please keep an eye on your email (including spam/junk folders), as some of our messages may land there. Who We Are ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth. WHO WE’RE LOOKING FOR We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company growth! Mission of the Role The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client. Job Purpose The purpose of the Corporate Accounting Specialist is to “Own the Outcome” of certain aspects of our monthly financial review process for our accounting clients. As well as assist in any activities related to bank feed updates, bank reconciliations, payroll recording, client communications, and client accounting clean-up projects.

- Ideal Start Date: Immediately - Hours of Work: Hourly, anticipated 40 hours/week - Compensation: $7-$10/hour - Status: Full-time position This is a full-time, long-term remote role providing hands-on corporate accounting support for U.S. property management companies. To be considered for this role, applicants must have previous experience with Quickbooks. After applying, please keep an eye on your email (including spam/junk folders), as some of our messages may land there. Who We Are ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth. WHO WE’RE LOOKING FOR We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company growth! Mission of the Role The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client. Job Purpose The purpose of the Corporate Accounting Specialist is to “Own the Outcome” of certain aspects of our monthly financial review process for our accounting clients. As well as assist in any activities related to bank feed updates, bank reconciliations, payroll recording, client communications, and client accounting clean-up projects.

Ideal Start Date: Immediately Location: Remote Hours of Work: 40-45 hours/week Status: Full-time position After applying, please keep an eye on your email (including spam/junk folders), as some of our messages may land there. WHO WE ARE ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth. WHO WE’RE LOOKING FOR We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company growth! Mission of the Role The objective of this position is to deliver the ProfitCoach Experience (customized solutions, ease of doing business, and extraordinary service) by designing, implementing, monitoring, and improving property management processes for multiple property management companies utilizing ProfitCoach services

• Architect and engineer messy data. • Write code leveraging AI • Engineer agentic workflows • Develop software

• Internal Tasks: Company and Departmental team meetings, Internal email and Slack correspondence, Skill development reading, Daily task planning, Task-by-task time tracking • Senior Trust Accounting functions: Training the team on new or complex processes, Monitor team performance metrics alongside the Trust Department Manager • Process: Understand new functions, define the process and train the team • Client relationships: Lead new client onboardings, foster client communication protocols, manage client expectations • Financials: Review and ownership of financial statements, Accounting functions including bank reconciliation and payment processing • Administrative Expectations: Own and manage any needed adjustments in process or process improvement, create/implement plans to keep numbers within budget

• Internal Tasks: Company and Departmental team meetings • Internal email and Slack correspondence • Skill development reading • Daily task planning • Task-by-task time tracking • Senior Trust Accounting functions: Training the team on new or complex processes • Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager • Process: Ensure timely completion of all assigned client tasks • Ongoing process improvement • Lead and participate in new client onboardings • Create and maintain client communication protocols • Review and ownership of financial statements, including reconciliation and reports • Accounting functions: Bank reconciliation, Financial diagnostics, Billing, Payment processing, Owner statement processing

• Deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management • Review and ownership of financial statements, including reconciliation review and reports • Management of client relationships, including setting and maintaining expectations • Lead and participate in new client onboardings and client meetings • Create spreadsheet and other ad hoc tools as needed for efficiency • Ensure timely completion of all assigned client tasks • Monitor team performance metrics alongside the Trust Department Manager • Function as “first in line” to understand new functions, define the process and train the team

• The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client. • While other responsibilities may be required within the scope of this position, here is a summary of tasks: - Internal Tasks: - Company and Departmental team meetings - Internal email and Slack correspondence - Skill development reading - Daily task planning - Task-by-task time tracking - Senior Trust Accounting functions: - Training the team on new or complex processes - Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager - Ensure timely completion of all assigned client tasks - Ongoing process improvement - Lead and participant in new client onboardings - Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient - Lead and participate in client meetings to discuss accounting and service related questions - Management of client relationship, including setting and maintaining expectations - Overseeing issue resolution alongside Trust Department Manager - Maintaining “ADEPT Communication” with clients: - Assess the need - Detail the solution - Energize the conversation - Provide closure - Tell the truth, always - Review and ownership of financial statements, including: - Reconciliation review - Reports (owner statements, income statement, balance sheet) - Other crosschecks - Other accounting tasks

• Objective of this position is to deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management • Lead and participate in new client onboardings • Monitor team performance metrics • Ensure timely completion of all assigned client tasks • Ongoing process improvement • Create and maintain client communication protocols • Review and ownership of financial statements • Management of client relationship, including setting and maintaining expectations • Oversight of various financial and administrative functions

Role Description The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client. Key Responsibilities - Internal Tasks: - Company and Departmental team meetings - Internal email and Slack correspondence - Skill development reading - Daily task planning - Task-by-task time tracking - Senior Trust Accounting functions: - Training the team on new or complex processes - Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager - Process: - Function as “first in line” to understand new functions, define the process and train the team to carry out the new process - Ensure timely completion of all assigned client tasks - Ongoing process improvement - Client relationships: - Lead and participate in new client onboardings - Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient - Lead and participate in client meetings to discuss accounting and service related questions - Client email correspondence - Create and maintain client communication protocols - Management of client relationship, including setting and maintaining expectations - Overseeing issue resolution alongside Trust Department Manager - Maintaining “ADEPT Communication” with clients: - Assess the need - Detail the solution - Energize the conversation - Provide closure - Tell the truth, always - Financials: - Review and ownership of financial statements, including: - Reconciliation review - Reports (owner statements, income statement, balance sheet) - Other crosschecks - Accounting functions: - Bank reconciliation - Financial diagnostics - Billing - Payment processing - Owner statement processing - Security Deposit processing - Other accounting tasks Qualifications - Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service) - Ability to oversee the execution of routine and non-routine (clean up, onboarding) services - Advanced problem-solving skills - Ability to write, improve, and train on new Trust accounting processes - Bookkeeping experience with a focus on accuracy, timeliness and efficiency - Excellent verbal and written communication - Proficiency with Microsoft Excel - Ability to define and document new processes - Basic ability to read and analyze financial statements - Ability to quickly learn and master new cloud-based software applications - Expert Proficiency with AppFolio - Proficiency with Rentvine (preferred) Requirements - Oversight of Functions: - Inbox management - Owner statements - Owner Distributions - Entering correcting entries - Posting Late fees (to include eviction notices) - Meeting client deadlines - Servicing client nuances - Approval of Functions: - Online payables (eChecks, BillPay Checks) - Direct ACH payments - Audit packages - Weekly Update emails - Ownership of Functions: - Client and team communication - Team training and delegation - Liaison with Corporate department as needed - 1099s and EOY reports - High-level accounting requests - Crosschecks to include: - Bank transfers - Negative balances - Journal entries - Corporate property activity - Diagnostics - Inbox review for PC Experience - Specific items as required per client Benefits - Salary - PTO - Health stipend