Bookkeeping 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, ensuring 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. Client Communication and Relationship Management Onboard new clients, 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. Review client transactions to ensure accurate categorization and coding. Generate and interpret financial reports such as profit and loss, balance sheets, general ledger, and customized reports. Address 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. Integrity Consistently demonstrate ethical behavior. Address minor ethical issues independently. Ensure confidentiality and privacy in more complex situations. Accountability Manage own workload and meet deadlines with minimal supervision. Takes responsibility for the outcomes of projects. Proactively address issues and take corrective actions. Customer Focused Address customer needs independently. Handle more complex customer inquiries and complaints. Consistently seek ways to improve customer satisfaction. Time Management / Organization Plan and organize own work efficiently. Balance multiple tasks and projects effectively. Use advanced organizational tools to manage time. Communication Communicate effectively in a variety of settings. Tailor messages to the audience and situation. Facilitate productive discussions and meetings. Teamwork Contribute to team goals and objectives. Build positive relationships with team members. Resolve minor conflicts within the team. Self‑Motivated Takes initiative to improve processes and outcomes. Manages own workload and sets personal goals. Pursues continuous learning and development. 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. Benefits Hybrid work schedule with flexibility between remote and in‑office work. Robust onboarding program. Comprehensive medical, dental, vision, and short‑term disability coverage at no cost to you. 401(k) matching program. Paid time off: 16 days in the first year, 21 days after one year, plus 7 paid company holidays. $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 Anderson Business Advisors