• Serve as the primary contact for clients, ensuring exceptional service, and building trust through your accounting expertise and guidance.
• Assess financial processes and recommend improvements and tech-forward solutions.
• Ensure accurate financial reporting, including reconciliations, month-end entries, and record cleanup.
• Discuss financial results with clients and identify opportunities for growth.
• Manage workflow and timelines effectively.
• Mentor and review work of junior accountants and bookkeepers.
• Primary point of contact of External Auditors.
• Recommend process improvements for better financial reporting and workflows.

JOB QUALIFICATIONS

• Bachelor’s degree in Accounting, with at least 5 years of experience in small to mid-size business accounting/bookkeeping
• Experienced in working with multiple clients simultaneously (CPA firm environment or similar)
• Expert knowledge in balance sheets preparation and reviewing financials records.
• Proficient in utilizing QuickBooks Online (QBO) whiz with applied experience, specifically within the past five years.
• Resourceful and able to explain complex financial concepts in a clear, approachable way.
• Advanced excel skills, advantage if with Macro experience
• Experience with internal or external audits
• Xero, Sage, SAP or other accounting system experience is a plus.
• Advanced tech-savvy skills