Bookkeeper360

Accountant

• Prepare accurate, accrual-basis financial statements
• Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts
• Apply strong financial analysis to support data-driven decision-making
• Manage multiple client onboarding projects across various industries
• Follow structured project plans aligned with client needs and timelines
• Deliver high-quality service that is both timely and within scope
• Utilize cloud-based accounting platforms and integrated tools to streamline processes and drive results

Senior Accountant, Onboarding

• Manage client relationships weekly and monthly
• Is the primary point of contact for Bookkeeper360 clients
• Interact with business owners, providing them monthly financial reviews, or, as needed by the client
• Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
• Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
• Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
• Reconcile tax returns to books and records
• Deliver exceptional service on time and on budget
• Complete any back work projects in an efficient, timely manner
• Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
• Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
• Set up and manage cloud technology integrations
• Review workflow and business operations, and make technology and app recommendations to increase efficiencies

Senior Accountant, Onboarding

Senior Accountant – Client Accountant