Bookkeeper/Staff Accountant

Korhorn Financial Group Inc

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.

Apply

Vacancy posted 4 days ago

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