Quickbooks Accounting Consultant

QuickBooks Accounting Consultant

The QuickBooks Accounting Consultant will play a critical role in ensuring accurate and timely financial information, forming a foundation for tax compliance, reporting, and advisory services for our small business clients. Qualified candidates will possess strong general accounting skills and technology savviness, ideally with QuickBooks products and AI tools. The ideal candidate will have significant opportunity for growth within the firm and should be interested in being viewed as a reliable resource for accounting and Quickbooks support by our clients and internal team members alike. This is a hybrid role in our Greentree office with significant flexibility.

• Work with clients assigned from your supervisor by providing services including stand-alone bank and credit card reconciliations, payroll data input, full monthly closes, QuickBooks data entry, account analyses and general bookkeeping.
• Build relationships and generate communications with clients to address service needs, questions, and concerns; send monthly reports and analyses, schedule needed site visits and address any other needs that may arise during the accounting cycle.
• Providing consulting, Quickbooks training, and bookkeeping services to clients.
• Perform monthly and periodic write-up work for small business clients.
• Prepare and post journal entries; identify discrepancies or inconsistencies in client records.
• Assist in converting client records into adjusted trial balances within CCH Engagement
• Work closely with tax professionals to ensure a smooth transition from books to tax return preparation.
• Overseeing client relationships and managing projects effectively.
• Additionally, the person in this role should also be motivated to achieve or hold QuickBooks ProAdvisor Status to help generate new business through the ProAdvisor search platform.

Experience and Education Requirements:

• 7+ years of experience directly related to bookkeeping, accounting, and client service, in roles of progressive responsibility required.
• 7+ years of experience in public accounting or relevant bookkeeping experience required.
• Associate's degree or equivalent relevant experience required; Bachelor's degree or other equivalent relevant experience preferred.
• A reputation for providing exceptional service, practical advice, and a commitment to helping clients succeed.
• Proven ability to manage multiple client engagements simultaneously while maintaining a high standard of quality.
• At least one relevant QuickBooks certification completed or in process required; must be licensed within one year of employment as approved by the firm.
• Experience with CCH Engagement or other similar trial balance software considered a plus.