The client is a steadily growing, modern accounting firm supporting small to mid-sized businesses across the U.S. Their clients include landscapers, roofers, web designers, doctors, and other busy small business owners they value deeply. They offer a monthly subscription model covering bookkeeping, business tax, and personal tax services, allowing them to support clients year-round. They are proud to be ranked in the top 10% of accounting firms nationwide on Clutch.
They are currently seeking an experienced Senior Staff Accountant to lead new client onboarding.
RESPONSIBILITIES:
- Lead Zoom calls with small business owners to understand their business and accounting
- Take new messy clients and clean up their bookkeeping, streamline processes, connect bank feeds, update chart of accounts, then hand it off to a teammate for regular monthly bookkeeping
- Clean up existing Quickbooks Online files, as well as open new Quickbooks online files
- Your daily tasks will be cleanly organized in Canopy, our practice management system, a critical tool that will set you up for success managing work across multiple clients
- As you work, you’ll always stop to ask questions of your team when you aren’t exactly sure what needs to be done - whether inside a client’s books or another client system
- Understand and connect CRMs such as Jobber, Hubspot, ServiceTitan and Square that integrate with Quickbooks online
- Make sure the prior year tax return matches the bookkeeping
