Bookkeeping Advisor
Job Purpose:
To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with client needs, while also providing guidance and support to the team handling day-to-day bookkeeping tasks. A key focus of this position is building strong client relationships through proactive communication, regular consultations, and account management. You will play a pivotal role in understanding each client’s unique business needs, addressing their financial inquiries, and ensuring their bookkeeping records are accurate, up-to-date, and actionable
Key Responsibilities:
Client Communication and Relationship Management:
- Onboarding of new clients assigned to review their entities, and business needs, and set expectations.
- Conduct monthly client check-ins to gather necessary documentation, address financial inquiries, and understand evolving business needs.
- Schedule and lead consultation meetings with clients.
Bookkeeping Tasks:
- Maintain bookkeeping records for various client companies.
- Reviewing client transactions ensuring accurate categorization and coding
- Generating and interpreting financial reports such as profit and loss, balance sheets, general ledger, and various customized reports.
- Address any past bookkeeping issues or inconsistencies to bring clients' books up to date
Additional Duties:
- Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements.
- Perform all other duties that may be assigned by Company management from time to time.
Competencies:
Integrity
- Consistently demonstrates ethical behavior.
- Addresses minor ethical issues independently.
- Ensures confidentiality and privacy in more complex situations.
Accountability
- Manages own workload and meets deadlines with minimal supervision.
- Takes responsibility for the outcomes of projects.
- Proactively addresses issues and takes corrective actions.
Customer Focused
- Addresses customer needs independently.
- Handles more complex customer inquiries and complaints.
- Consistently seeks ways to improve customer satisfaction.
Time Management / Organization
- Plans and organizes own work efficiently.
- Balances multiple tasks and projects effectively.
- Uses advanced organizational tools to manage time.
Communication
- Communicates effectively in a variety of settings.
- Tailors messages to the audience and situation.
- Facilitates productive discussions and meetings.
Teamwork
- Contributes to team goals and objectives.
- Builds positive relationships with team members.
- Resolves minor conflicts within the team.
Self-Motivated
- Takes initiative to improve processes and outcomes.
- Manages own workload and sets personal goals.
- Pursues continuous learning and development.
Required Qualifications:
- Minimum 2 years of experience with QuickBooks (Desktop and Online preferred).
- Bachelor's Degree in Accounting or a related field.
- Moderate knowledge of Excel.
- Excellent time management skills.
- Experience managing at least 15 client accounts at one time.
- General accounting knowledge (understanding of debits and credits).
- High degree of accuracy and attention to detail.
- Experience communicating with clients regarding their company financials.
Preferred Qualifications:
- Previous experience in a consulting firm or a related field.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Efficiency: Timely completion of administrative tasks and assignments.
- Communication: Responsiveness to client communication within a 24-hour period and meeting monthly call expectations.
- Accuracy: Accuracy in document preparation and data management.