Salary
💰 $60,000 - $75,000 per year
About the role
- Prepare accurate, accrual-basis financial statements
- Perform detailed reconciliations for bank, credit card, merchant service, and loan accounts
- Apply 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 timely and within scope
- Utilize cloud-based accounting platforms and integrated tools to streamline processes
- Work alongside a collaborative team to manage client relationships and ensure smooth onboarding
Requirements
- 3–5 years of experience in GAAP-based accounting and financial reporting
- Strong client communication skills and a passion for helping small businesses
- Hands-on experience with QuickBooks Online and/or Xero
- Industry exposure in e-commerce, product-based businesses, technology, real estate, or professional services
- Consulting experience with multiple clients or projects at once
- Familiarity with cloud-based accounting systems and app integrations
- Bachelor's degree in Accounting or a related field (required)
- Bonus: Experience in public accounting or working in a remote, tech-forward environment
- Driven and accountable
- People-first mindset (kindness, humility, empathy)
- Highly motivated, self-starter
- Always learning and eager to grow
- Tech-forward and comfortable learning new tools