Kickstart Accounting, Inc.

Bookkeeper

• Process weekly transactions for clients in QBO
• Prepare and file sales tax returns
• Prepare and review financial statements
• Meet with clients via Zoom to discuss financial reports
• Communicate regularly with clients regarding their financials
• Ensure all work aligns with internal systems and quality standards
• Support other client projects

Multi-Client Bookkeeper

• Prepare accurate tax returns for S Corporations
• Manage financial records and input data
• Assist with client onboarding
• Collaborate with bookkeeping team

S-Corp Tax Specialist

Account Manager

• Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies.
• Facilitate client calls to review financial reports, answer questions, and ensure clients understand their numbers and how they relate to tax strategy.
• Serve as the bridge between clients and our tax team: facilitating communication, preparing necessary reports, and ensuring smooth coordination during tax planning and filing.
• Communicate with clients via Zoom and email regarding their financials and business strategy.
• Review and approve accurate financial statements for LLCs and S Corporations, ensuring they are tax-ready and compliant with all relevant regulations.
• Collect, organize, and review client financial data within QuickBooks Online, maintaining accuracy, completeness, and consistency across accounts.
• Uphold company guidelines and ensure team compliance with policies and deadlines.
• Work closely with our bookkeeping team and tax professionals to ensure seamless financial reporting and client service throughout the year.

Account Manager, Tax Liaison

Executive Assistant

• Act as the main point of contact between executives and internal/ external partners, ensuring smooth communication and coordination.
• Manage calendars, meetings, arrange travel, and handle calls and messages for the CEO.
• Prepare professional reports and presentations with accuracy and attention to detail.
• Anticipate executive needs and stay one step ahead to keep priorities on track.
• Organize and manage incoming requests, deadlines, and follow-ups to support efficient workflow.
• Handle confidential information with discretion and professionalism.
• Coordinate internal communications and executive events.
• Support daily operations through general administrative tasks and special projects as needed.

• 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.