Small Business Consultant/Bookkeeper

Are you a motivated and detail-oriented individual with a passion for client service? We are seeking a talented bookkeeper to join our team. This role requires strong organizational skills, excellent communication abilities, and a commitment to delivering top-notch client service.

Key Responsibilities:

  • Communicate effectively with clients via email, phone and in-person
  • Prioritize tasks independently and manage deadlines efficiently
  • Analyze data with a keen attention to detail
  • Collaborate as an effective team member
  • Thrive in a fast-paced environment
  • Produce regular communications for a diverse group of stakeholders, including employees, clients, and partners
  • Maintain a high standard of client service and delivery
  • Meet billable hour goals and revenue targets
  • Reconcile bank accounts
  • Record activity from brokerage account statements
  • Prepare a trial balance from bank statement activity
  • Create financial statements and perform general bookkeeping tasks
  • Handle payroll taxes and sales tax
  • Maintain and update fixed asset schedules

 

Qualifications:

  • QuickBooks certification (or ability to gain certification within 6 months of hire date)
  • 2-3 years of experience with QuickBooks required
  • Knowledge of Sage software preferred
  • Payroll and Sales Tax experience required
  • Comfortable working with financial statements
  • Experience with Microsoft Office Excel required
  • 1099 and W-2 knowledge preferred
  • Associate degree or higher in accounting, finance, or related field required
  • Strong interpersonal skills are a must for client communications and on-site visitation
  • Self-starter with the ability to prioritize
  • Excellent organizational skills to ensure meeting deadlines
  • Analytical skills with detail orientation required
  • Ability to work as an effective member of a team and in a fast-paced environment
  • Possess strong written and oral communication skills to produce regular communications to various stakeholders with various personalities, including employees, clients, and vendors
  • Committed to maintaining excellent client service and delivery
  • Ability to meet billable hour goals and revenue targets as outlined in performance expectations
  • Maintain flexibility to meet client and business schedules and industry fluctuations

If you are committed to excellence and looking for an opportunity to grow in a dynamic environment, we would love to hear from you! Please submit your resume and cover letter detailing your relevant experience and why you are the perfect fit for this role.

Join us and be part of a team that values innovation, collaboration, and client satisfaction.

Apply today!

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