Guidant Financial

Bookkeeper

• Lead onboarding meetings and guide clients through their service setup and expectations
• Educate clients on accounting best practices and software (e.g., QuickBooks Online)
• Support technical setup including bank feeds, integrations, payroll imports, and account connections
• Manage client communications, answering questions related to accounting, services, pricing, and processes
• Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
• Proactively manage client workflows and timelines to ensure a smooth onboarding experience
• Resolve client issues and prevent escalations through strong problem-solving and communication
• Collaborate with internal teams to coordinate client needs and improve processes
• Build a strong understanding of small business operations across various industries

Bookkeeping Relations Specialist