breakwater accounting + advisory corp

Accounting Manager

• Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services for businesses and nonprofit organizations across the US.
• Consult with clients to recommend, implement, configure, and support financial and workflow software (RAMP, Gusto, Dext, Bill.com, Divvy/Spend & Expense, Uncat).
• Drive payroll software setup including earning codes, PTO policies, and employee data configuration.
• Map software integrations to clients' charts of accounts to ensure accurate financial reporting.
• Design workflows and document processes using flowchart tools (draw.io) and create standard operating procedures (SOPs).
• Support internal adoption of workflow improvements across a multi-client environment with competing priorities.
• Serve as a point of contact for clients during and after implementations, providing guidance and troubleshooting.

Accounting Technology Specialist

Bookkeeper

• Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the U.S.; woman-led, technology-forward
• Support the bookkeeping team by gathering and organizing financial documentation from clients
• Assist in populating and preparing data for upload into accounting systems (primarily QuickBooks Online, possibly Xero)
• Ensure accuracy in reports, uploads, and documentation; export data and identify efficient ways to streamline recurring tasks
• Maintain proper digital records by uploading documentation and entering notes into accounting systems and internal files
• Collaborate with bookkeepers on reconciliations, invoicing, and basic reporting support
• Communicate professionally with clients to request missing information or follow up on open items
• Stay curious and eager to learn, growing skills across accounting platforms and tools

Bookkeeping Assistant

• Be the primary contact for Nonprofit clients, ensuring exceptional service, and building trust through your accounting expertise and guidance.
• Assess financial processes and recommend improvements and tech-forward solutions.
• Ensure accurate financial reporting, including reconciliations, month-end entries, and record cleanup.
• Discuss financial results with clients and identify opportunities for growth.
• Manage workflow and timelines effectively.
• Mentor and review work of junior accountants and bookkeepers.
• A tech-savvy accountant who loves to advise Nonprofits on their financial health and strategy.

Accounting Technology Specialist

Bookkeeping Assistant

Nonprofit Accounting Manager Part Time