Bookkeeping Advisor

Anderson Business Advisors • Las Vegas, NV

133d • $45,000 - $55,000 • Hybrid

About The Position

To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with client needs, while also providing guidance and support to the team handling day-to-day bookkeeping tasks. A key focus of this position is building strong client relationships through proactive communication, regular consultations, and account management. You will play a pivotal role in understanding each client’s unique business needs, addressing their financial inquiries, and ensuring their bookkeeping records are accurate, up-to-date, and actionable.

Requirements

• Minimum 2 years of experience with QuickBooks (Desktop and Online preferred).
• Bachelor's Degree in Accounting or a related field.
• Moderate knowledge of Excel.
• Excellent time management skills.
• Experience managing at least 15 client accounts at one time.
• General accounting knowledge (understanding of debits and credits).
• High degree of accuracy and attention to detail.
• Experience communicating with clients regarding their company financials.

Nice To Haves

• Previous experience in a consulting firm or a related field.

Responsibilities

• Onboarding of new clients assigned to review their entities, and business needs, and set expectations.
• Conduct monthly client check-ins to gather necessary documentation, address financial inquiries, and understand evolving business needs.
• Schedule and lead consultation meetings with clients.
• Maintain bookkeeping records for various client companies.
• Reviewing client transactions ensuring accurate categorization and coding
• Generating and interpreting financial reports such as profit and loss, balance sheets, general ledger, and various customized reports.
• Address any past bookkeeping issues or inconsistencies to bring clients' books up to date.
• Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements.
• Perform all other duties that may be assigned by Company management from time to time.

Benefits

• Hybrid work schedule
• Robust onboarding program
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program
• Generous paid time off, including 16 days in the first year and 21 days after one year of employment
• 8 paid company holidays
• $35 monthly gym membership subsidy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level