Bookkeeping Advisor
Skills
Account ManagementAccountingAttention To DetailBusiness Relationship ManagementConsultingFinancial StatementsFull-Charge Bookkeeping
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Minimum 2 years of QuickBooks experience Desktop and Online preferred
- Bachelor's degree in Accounting or related field
- Moderate knowledge of Excel
- Excellent time management skills
- Experience managing at least 15 client accounts at one time
- General accounting knowledge including debits and credits
- High degree of accuracy and attention to detail
- Experience communicating with clients regarding their company financials
Nice to have
- Friendly
- Driven
- Passionate
- Consultative
- Client-focused
- Detail-oriented
Day to day
- Provide accurate bookkeeping services for multiple clients each month, reviewing transaction categorization and coding to ensure compliance with accounting standards.
- Build strong client relationships through proactive communication, regular check-ins, consultation meetings, and responsive account management.
- Maintain and correct bookkeeping records, generate financial reports, and resolve past inconsistencies to keep client books current and actionable.