Quickbooks Accounting Consultant

Compass Business Solutions, Inc. • Pittsburgh, PA

4d • Hybrid

About The Position

The QuickBooks Accounting Consultant will help our clients gather, analyze, and understand how the data they collect will impact their company’s operations, finances, and cash flows. Qualified candidates will possess strong general accounting skills and technology savviness, ideally with QuickBooks products and AI tools. The ideal candidate will have significant opportunity for growth within the firm and should be interested in developing deep accounting, finance, and business consulting skills. This is hybrid role in our Greentree office with significant flexibility.

Requirements

• 7+ years of experience directly related to bookkeeping, accounting, and client service, in roles of progressive responsibility required.
• 7+ years of experience in public accounting or relevant bookkeeping experience required.
• Associate’s degree or equivalent relevant experience required.
• A reputation for providing exceptional service, practical advice, and a commitment to helping clients succeed.
• Proven ability to manage multiple client engagements simultaneously while maintaining a high standard of quality.
• At least one relevant QuickBooks certification completed or in process required; must be licensed within one year of employment as approved by the firm.

Nice To Haves

• Bachelor's degree or other equivalent relevant experience preferred.

Responsibilities

• Work with clients assigned from your supervisor by providing services including stand-alone bank reconciliations, payroll data input, full monthly closes, QuickBooks data entry, account analyses and general bookkeeping.
• Build relationships and generate communications with clients to address service needs, questions, and concerns; send monthly reports and analyses, schedule needed site visits and address any other needs that may arise during the accounting cycle.
• Providing consulting, training, and bookkeeping services to clients.
• Assisting with file setup, cleaning up bookkeeping errors, and training clients on how to effectively use QuickBooks.
• Performing monthly bookkeeping, reconciliations, and reviewing financial statements for tax preparation.
• Overseeing client relationships and managing projects effectively.
• Achieve or hold QuickBooks ProAdvisor Status to help generate new business through the ProAdvisor search platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree