Bookkeeper/Staff Accountant

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.