Bookkeeping Advisor

3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods. Experience with consolidation and preparation of financial statements. Experience with month-end book close and consolidation process, including journal entries, account reconciliations, and flux analysis, A/P and A/R. Bachelor's degree in Accounting or Finance, or similar certification or level of experience (e.g., QBO ProAdvisor). 1+ year of experience leading or mentoring others. Experience providing bookkeeping or accounting guidance directly to clients.

Ensure world-class service for client portfolios through consistent communication and proactive outreach. Engage clients to gather documentation, share updates, and provide insights. Partner with bookkeepers to ensure efficient work and accurate, on-schedule book completion. Meet month-end service delivery deadlines, including review, verification, and delivery of reconciled books. Answer client questions on financial statements, chart of accounts, sales tax, A/P and A/R, and third-party interactions. Foster exceptional customer experiences and ensure timely client follow-ups.