QuickBooks Accounting Consultant

Posted Friday, November 1, 2024 at 6 : 00 AM

Telecommute : This is a 100% Virtual / Remote work environment

Job Type : Full-Time / Exempt / Salaried

Salary Range : $55-75K per year base + quarterly bonus opportunities

General Overview :

A successful employee in this role must have the ability to maintain the assigned bill rate for the position while improving the overall client satisfaction and retention of our new and existing clients. The individual must be able to provide QuickBooks, Acumatica, or NetSuite training and consultation while offering bookkeeping and full accounting services.

Key Responsibilities :

• Design and Implement Accounting Processes : Demonstrate expertise in designing and implementing efficient accounting processes to streamline operations and enhance productivity.
• Lead System Implementations / Conversions : Utilize your experience to lead system implementations and conversions, ensuring seamless transitions and optimal performance.
• Project Management : Lead small-scale projects independently from initiation to completion while ensuring adherence to timelines and deliverables.
• Client-Facing Engagement : Utilize your past success in client-facing roles to engage with clients, understand their needs, and provide tailored solutions that exceed expectations.
• Delivering QuickBooks Training and Consultation : Empower existing clients through personalized training sessions and expert consultation, resolving software glitches and refining operational processes to enhance efficiency.
• End-to-End Bookkeeping and Accounting Services : Execute diverse accounting duties including accounts receivable, accounts payable, reconciliations, and monthly financial closures, ensuring accuracy and compliance at every stage.
• Financial Operational Support : Perform file assessments for clients by maintaining accuracy in bank and credit card reconciliations, handling AP and AR transactions accurately, and assisting in month-end close preparation.
• Secondary Project Management : Collaborate as a secondary project manager on larger initiatives, contributing your expertise to ensure successful outcomes.
• Client File Management : Maintain meticulous records in client databases, ensuring data integrity and accessibility.
• Client Engagement and Acquisition : Proactively schedule appointments with potential clients for training sessions and ongoing services, fostering new opportunities and expanding our client base.
• Effective Communication : Utilize strong written and verbal communication skills to engage with prospective clients, as well as internal colleagues and managers, fostering collaboration and alignment.
• Maintaining High Billable Utilization : Aim to maintain a billable utilization rate of 90% by efficiently allocating your time and resources to client-facing activities.
• Timely Hours Logging : Diligently record your work hours in our CRM system, ensuring accurate tracking of billable and non-billable activities.

Additional Expectations :

Required Skills :

This is a fully remote role. However, you must reside in one of the following states :

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