Job Description
Ideal for someone with a bookkeeping background who is looking for a part-time, work-from-home opportunity!
Hours: Initially 20 to 30 hours/wk (part-time) growing to a full-time position (40 hours/wk)
Start Date: March 2, 2026
Rate: $16 - $18 per hour based on experience (W-2 Employee)
Your Profit Team is one of 50 Profit First Mastery firms in the United States.
At Your Profit Team we focus on ensuring our clients pay themselves, set aside money for taxes and that they have money in the bank to correlate to their profitability. Our understanding of online retail platforms, inventory management, and Profit First allows us to provide relevant business advice and generate accurate financial statements for our clients.
Your Profit Team is a growing company that specializes in offering comprehensive business advisory services tailored for ecommerce clients that may be in challenging financial circumstances or facing opportunities for exponential growth. Our in-depth expertise in online retail platforms, inventory management, and Profit First cash management equips us with unique insights. With nearly 10 years advising ecommerce clients, we advise on strategy and develop forecasts to help our clients gain control of their business finances. We empower clients to make informed business decisions, optimizing their operations and financial health by focusing on levers that improve cash and profit outcomes.
Our Founder, Cyndi Thomason, is the best-selling author of Motherhood, Apple Pie, and all that Happy Horseshit- which is all about family and work-life balance. Her book addresses Moms that often have to face the choice between continuing to work or staying home with their children. They believe they must separate their business and personal worlds where either choice leaves a part of their heart behind. Our philosophy: it doesn't have to be this way!
If you want an exciting career and a true work-life balance, we're the place for you!
We are super flexible - we all work from home
If you are ready to be part of a super supportive and responsive team within a genuine environment of camaraderie - apply today!
We are all about attention to detail....your first attention-to-detail test is to SAVE your resume file AS: Your name_Purple Cow and upload along with your application. (e.g. Mary Smith_Purple Cow.pdf)
Key Revenue Driving Responsibilities and Success Metrics
- #1 Schedule and coordinate meetings with clients and internal team members for the Profit Partner and manage meeting follow up, including:
- Saving transcripts,
- Analyzing in AI tool to save summaries, action items and testimonials
Success Metric: Ensure the onboarding meetings and recurring meetings are scheduled 24 hours after the contract is signed and that no client waits more than 2 weeks for first calls; Follow up activities are done within 24 hours after the meeting.
- #2 Maintain Workflow and Set up Systems to Onboard New Clients and support existing clients
- Maintain pipeline in GHL, moving the client as they complete steps in the process
- Create tasks in our project management system and folders in Microsoft systems.
- Monitor and track client deadlines, action items, and follow-up tasks with clients.
Success Metric: GHL pipeline is managed daily, onboarding tasks are completed within 24 hours after contract is signed, coordination with client and Profit Assistant and Profit Partner is done daily
- #3 Assist Profit Partner and Profit Assistant with preparing Cash Flow Forecasts and other services
- Pull data from client files, including accounting systems, bank records, email communications
- Assemble data into Cash Flow Model and review for accuracy
- After review by YPT team, send reports to clients
Success Metric: Complete data collection and Cash Flow Model updates by 11am Central on Monday with 95% accuracy. Reports emailed to clients based on schedule set by YPT team
- Ideal Candidate Characteristics
- Strong systematic approach to work
- Natural organizer who creates and maintains structures
- Detail-oriented but able to see bigger picture
- Comfortable with both routine tasks and new challenges, such as learning new software tools and internal processes
- Strong follow-through on commitments
- Proactive communicator who keeps others informed
- Notes and Added Benefits
- 401k with employer matching up to 3%
- Medical, Dental, Vision, Life, and Short-term Disability available for employees at least an average of 30 hours per week
- Work-from-home flexibility
- Must own a computer with a currently supported operating system, with reliable internet
- Must have an-approved anti-virus protection (Norton Security, Kapersky Internet Security, or Bitdefender Internet Security preferred).
- Application Process
- Apply online
- Complete Prevue Assessment online within 48 hours of application (approximately 45 minutes to complete)
- Initial Interview (45 minutes online conference call)
- Complete skills tests in Bookkeeping, Accounting Terminology, Excel, and Outlook (approximately 1 hour)
- Second Interview (online conference call)
- Future resume and Gross Margin Analysis Email Assignment (approximately 1 hour)
- Final Interview with bookskeep and Your Profit Team leadership (online conference call)
- Team Shadow Day to test drive the role and team fit/culture (4-6 hours paid @ $120 flat rate)
- Pass background and credit check
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