Business Advisor Associate

Elevated Advisory & Accounting•Kalispell, MT

4d•Hybrid

About The Position

At Elevated Advisory & Accounting, we’re not a transactional, box-checking firm. We’re a relationship-driven team that helps business owners actually understand their numbers — and use them to make smarter decisions with more confidence. At the core of our company is a simple belief: Financial clarity should create freedom. We believe business owners deserve to feel supported, informed, and confident enough to actually enjoy the business and life they’re building — not feel buried by it. And we believe the same thing for our team internally, too. We want to create careers that support growth, flexibility, ownership, connection, and a genuinely fulfilling life outside of work. We meet clients where they are and help them rise higher with clarity, strategy, and support that feels personal, proactive, and human. That same mindset shapes our internal culture. We move quickly. We communicate openly. We step in for each other. We care deeply about the work we do and the people we do it with. We’re constantly improving, building, refining, and looking for smarter ways to serve both our clients and our team. This role is not for someone who wants to quietly complete tasks and wait for direction. This role is for someone who wants ownership. Someone who naturally takes initiative, creates structure, keeps things moving, anticipates needs, and genuinely enjoys making life easier for the people around them. Does that sound like you?

Requirements

3-4 years of bookkeeping, accounting, financial operations, or advisory support experience
Strong understanding of bookkeeping workflows and financial statements
Experience reviewing reconciliations and identifying discrepancies
Proficiency in QuickBooks Online
Strong Excel and Google Sheets skills required — including pivot tables, reporting analysis, data organization, and spreadsheet management
Strong organizational and project coordination skills
Excellent written and verbal communication
Ability to manage multiple priorities simultaneously
Comfort interacting directly with clients professionally and confidently
Experience with Google Workspace

Nice To Haves

Public accounting experience
Experience preparing management reports or KPI dashboards
Familiarity with Fathom or other reporting platforms

Responsibilities

Act as the operational backbone of our advisory department — helping create consistency, accountability, organization, and an exceptional client experience.
Prepare management reporting packages.
Review financials before meetings.
Coordinate client meetings and recurring schedules.
Prepare agendas and send follow-ups.
Track client action items and implementation progress.
Maintain KPI dashboards and reporting tools.
Help leadership stay prepared and ahead.
Organize priorities and next steps.
Improve recurring workflows and processes.
Ensure details don’t quietly fall through the cracks.
Play a huge role in helping our advisory experience feel proactive, organized, and high-touch.
Review bookkeeping work for quality and completeness.
Assist with reconciliations and cleanup review.
Support month-end reporting workflows.
Identify inconsistencies or financial concerns.
Maintain organized client notes and communication.
Support recurring reporting and implementation tasks.
Help improve internal systems and processes over time.

Benefits

7 Paid Holidays (including your birthday!)
PTO accrual after 3 months of employment
Simple IRA with up to 3% employer match
Professional development support & performance bonuses
Traditional Group Health Insurance with 50% premium coverage (employee-only)
Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to covered medications, and personalized health management support
Monthly Phone Reimbursement: $35/month
Full remote work setup provided
Fully stocked kitchen with snacks and beverages
Comfortable elevated-casual dress code