Service Advisor

To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with client needs, while also providing guidance and support to the team handling day-to-day bookkeeping tasks. A key focus of this position is building strong client relationships through proactive communication, regular consultations, and account management. You will play a pivotal role in understanding each client’s unique business needs, addressing their financial inquiries, and ensuring their bookkeeping records are accurate, up-to-date, and actionable Key Responsibilities: Onboarding of new clients assigned to review their entities, and business needs, and set expectations. Conduct monthly client check-ins to gather necessary documentation, address financial inquiries, and understand evolving business needs. Schedule and lead consultation meetings with clients. Maintain bookkeeping records for various client companies. Reviewing client transactions ensuring accurate categorization and coding Generating and interpreting financial reports such as profit and loss, balance sheets, general ledger, and various customized reports. Address any past bookkeeping issues or inconsistencies to bring clients' books up to date Additional Duties: Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements. Perform all other duties that may be assigned by Company management from time to time. Required Qualifications: Minimum 2 years of experience with QuickBooks (Desktop and Online preferred). Bachelor's Degree in Accounting or a related field. Moderate knowledge of Excel. Experience managing at least 15 client accounts at one time. General accounting knowledge (understanding of debits and credits). High degree of accuracy and attention to detail. Experience communicating with clients regarding their company financials. Preferred Qualifications: Previous experience in a consulting firm or a related field. Performance Metrics: Client Satisfaction: Measured by client feedback and satisfaction survey results. Efficiency: Timely completion of administrative tasks and assignments. Communication: Responsiveness to client communication within a 24-hour period and meeting monthly call expectations. Accuracy: Accuracy in document preparation and data management. About Anderson Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row! Anderson Business Advisors is an award-winning workplace - voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients. Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world. At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities. We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally. Anderson Advisors offers robust benefits including: Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly. Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products. Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you. Plan for the future with a 401(k) matching program Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays. Stay active with a $35 monthly gym membership subsidy. Please note that a full background check, drug screen, internet, and social media search are required for employment. #J-18808-Ljbffr