Bookkeeper/Staff Accountant

Job Description

Job Description

Position Mission Statement:

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service to prepare financial statements and accounting advice to small businesses. 

Responsibilities and Tasks:

• Hold Needs Analysis Meetings with prospective clients
• Deliver proposals and service agreements to new clients
• Onboard new clients to the department, including establishing digital access to client information; creating or accessing their QuickBooks file; writing a process for serving the client; identifying and resolving any initial issues found with the client’s current financial record keeping
• Maintain electronic record of all business transactions (i.e. credit cards; business vehicles; insurance policies; banking relationships; liabilities; assets; etc.) for accounting clients using QuickBooks Online
• Process bills and payments for accounting clients using bill pay software applications
• Prepare Sales & Use Tax filings for accounting clients
• Reconcile bank accounts, credit cards, and other business accounts for accounting clients
• Review data entry, reconciliations, and journal entries entered by junior team members or the client and coach the team member or client on any issues identified
• Prepare and deliver monthly financial statements for accounting clients
• Assist clients with bookkeeping policies and procedures
• Help clients on a consulting basis, including setting up QuickBooks; QuickBooks training, improving bookkeeping policies and procedures; preparing financial records for tax filing; etc.
• Assist clients with problem resolution, including resolution of sales tax notices, suspected errors in financial records, payroll liability or expenses discrepancies, etc.
• Crosstrain on processing live payroll, to act as a backup to the payroll team
• Maintain current knowledge of changing accounting-related laws and regulations 
• Provide back-up support for other accounting processors who are sick or on vacation
• Help to onboard and train new KFG accounting processors
• Participate in Business Services Department’s weekly staff meetings and other KFG staff meetings  
• Review monthly invoices before sending to clients  
• Help clients set up an Automatic Clearing House (ACH) payment method for KFG accounting service fees
• Complete annual requirements to maintain licenses and certifications, including QuickBooks ProAdvisor
• Support Accounting Team and Business Services Department by completing quarterly projects or initiatives (“Rocks”) as assigned
• Maintain relationship with KFG’s most important accounting vendors (i.e. Intuit, RightWorks, etc.)
• Perform other duties as required

Required Skills and Abilities:

• Strong knowledge and experience with relevant software, preferred (QuickBooks Online, Microsoft Office, etc.)
• Ability to work in a fast-paced environment with precision and accuracy
• Ability to manage and satisfy frequent deadlines for many different accounting clients
• Excellent communication skills both verbally and in written form
• Thorough, with high responsibility for client service and satisfaction
• Comfortable persuading clients to adopt more efficient processes and procedures within their accounting system
• Ability to have professional and tactful conversations with clients to resolve conflicts
• Understanding of monthly and year end accounting processes
• History of prudent management in personal finances as verified by a background check
• Must be intrinsically motivated and able to work individually with little direction
• Must be a team player and able to collaborate with other KFG Business Services team members
• Must exemplify the firm’s corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliates

Education and Experience:

• Bachelor’s degree from an accredited college or university preferred, or equivalent years of experience (4)
• Three years of accounting experience serving clients or small businesses preferred 
• QuickBooks Certified ProAdvisor or able to achieve this designation

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.