Kickstart Accounting, Inc.

Bookkeeper

• Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies.
• Oversee the review of weekly and monthly financials for your team.
• Build and maintain client relationships.
• Communicate with clients via Zoom and email regarding their financials and business strategy.
• Prepare and review monthly financial reports, dashboards, and forecasts.
• Implement process improvement strategies for both clients and internal operations.
• Uphold company guidelines and ensure team compliance with policies and deadlines.
• Provide training and support to team members, ensuring they meet their full potential.

Accounting Manager, Bookkeeping Team Manager

• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Work closely with bookkeeping team for accurate financial reporting

Tax Preparer

• Lead client calls, present tax returns and strategies to clients.
• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Consultant, CPA

• Lead client calls, present tax returns and strategies to clients
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Work closely with bookkeeping team for accurate reporting

Tax Associate

• Lead client calls; present tax returns and strategies to clients
• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with tax laws and regulations
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness
• Assist with onboarding new clients to ensure a smooth transition and strong initial relationship
• Collaborate closely with the bookkeeping team to ensure accurate financial reporting and seamless tax preparation
• Work closely with clients to deliver comprehensive tax preparation and strategy services

Accounting Manager

• Oversee daily accounting operations and manage full-cycle accounting for multiple client accounts.
• Provide consulting and advisory services tailored to small and midsize businesses.
• Prepare and deliver accurate financial statements and sales tax filings.
• Perform detailed financial analysis to identify trends, variances, and opportunities for improvement.
• Facilitate client interactions, including leading Zoom meetings to discuss financial insights, track KPIs, and provide actionable recommendations.
• Develop strategic budgets and forecasts aligned with each client's unique goals.
• Deliver meaningful insights to help clients understand their financial health, improve profitability, and plan for growth.
• Contribute proactively to process improvements internally and for clients.

Accounting Strategist

• Lead client calls, present tax returns and strategies to clients
• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation
• Serve as an integral part of our growing team, delivering comprehensive tax preparation and strategy services

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation
• Provide comprehensive tax preparation services and client-focused support

• Process weekly transactions for clients in QuickBooks Online, ensuring accuracy and adherence to timelines.
• Prepare and file sales tax returns.
• Prepare and review financial statements.
• Collaborate with Account Managers to provide data and insights for client meetings.
• Maintain organized financial records across multiple client accounts.
• Ensure all work aligns with internal systems, deadlines, and quality standards.
• Support other client projects to help them stay financially informed and empowered.

• Process weekly transactions for clients in QBO, ensuring accuracy and adherence to timelines.
• Prepare and file sales tax returns.
• Prepare and review financial statements.
• Meet with clients via Zoom to discuss financial reports and business strategies.
• Communicate regularly with clients via email regarding their financials and questions.
• Ensure all work aligns with internal systems, deadlines, and quality standards.
• Support other client projects to help them stay financially informed and empowered.

Accounting Manager, Bookkeeping Team Manager

Tax Preparer

Tax Consultant, CPA

Tax Associate

Tax Associate

Accounting Strategist

Tax Consultant, CPA

Tax Preparer

Bookkeeper

Multi-Client Bookkeeper