Guidant Financial

Bookkeeping Relations Specialist

Guidant Financial

full-time

Posted on:

Location Type: Remote

Location: Arizona • Florida • United States

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Salary

💰 $60,000 per year

About the role

  • 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

Requirements

  • Must be 18 years of age
  • 3+ years of client service experience handling complex requests
  • 1–3 years of bookkeeping experience (multi-client environment preferred)
  • Robust understanding of small business accounting and tax services
  • Proficiency in QuickBooks Online (certification preferred)
  • Excellent communication skills—both written and verbal
  • Robust organizational skills with the ability to manage multiple clients at once
  • Critical thinking, problem-solving, and attention to detail
  • Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications
Benefits
  • Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
  • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
  • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
  • Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
  • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
  • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
  • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
bookkeepingaccountingtax servicesproblem-solvingcritical thinkingattention to detailclient service
Soft Skills
communicationorganizational skillstime management
Certifications
QuickBooks Online certification