Bookkeeper/Staff Accountant

Position Mission StatementTo 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 TasksHold Needs Analysis Meetings with prospective clientsDeliver proposals and service agreements to new clientsOnboard 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 keepingMaintain electronic record of all business transactions (i.e. credit cards; business vehicles; insurance policies; banking relationships; liabilities; assets; etc.) for accounting clients using QuickBooks OnlineProcess bills and payments for accounting clients using bill pay software applicationsPrepare Sales & Use Tax filings for accounting clientsReconcile bank accounts, credit cards, and other business accounts for accounting clientsReview data entry, reconciliations, and journal entries entered by junior team members or the client and coach the team member or client on any issues identifiedPrepare and deliver monthly financial statements for accounting clientsAssist clients with bookkeeping policies and proceduresHelp 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 teamMaintain current knowledge of changing accounting-related laws and regulationsProvide back-up support for other accounting processors who are sick or on vacationHelp to onboard and train new KFG accounting processorsParticipate in Business Services Department's weekly staff meetings and other KFG staff meetingsReview monthly invoices before sending to clientsHelp clients set up an Automatic Clearing House (ACH) payment method for KFG accounting service feesComplete annual requirements to maintain licenses and certifications, including QuickBooks ProAdvisorSupport Accounting Team and Business Services Department by completing quarterly projects or initiatives ("Rocks") as assignedMaintain relationship with KFG's most important accounting vendors (i.e. Intuit, RightWorks, etc.)Perform other duties as requiredRequired Skills and AbilitiesStrong knowledge and experience with relevant software, preferred (QuickBooks Online, Microsoft Office, etc.)Ability to work in a fast-paced environment with precision and accuracyAbility to manage and satisfy frequent deadlines for many different accounting clientsExcellent communication skills both verbally and in written formThorough, with high responsibility for client service and satisfactionComfortable persuading clients to adopt more efficient processes and procedures within their accounting systemAbility to have professional and tactful conversations with clients to resolve conflictsUnderstanding of monthly and year end accounting processesHistory of prudent management in personal finances as verified by a background checkMust be intrinsically motivated and able to work individually with little directionMust be a team player and able to collaborate with other KFG Business Services team membersMust exemplify the firm's corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliatesEducation and ExperienceBachelor'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 preferredQuickBooks Certified ProAdvisor or able to achieve this designationPhysical RequirementsProlonged periods of sitting at a desk and working on a computer.