Quickbooks Accounting Consultant

Overview

The QuickBooks Accounting Consultant will play a critical role in ensuring accurate and timely financial information, forming a foundation for tax compliance, reporting, and advisory services for our small business clients. Qualified candidates will possess strong general accounting skills and technology savviness, ideally with QuickBooks products and AI tools.

Responsibilities

• Work with clients assigned from your supervisor by providing services including stand-alone bank and credit card 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.
• Provide consulting, Quickbooks training, and bookkeeping services to clients.
• Perform monthly and periodic write-up work for small business clients.
• Prepare and post journal entries; identify discrepancies or inconsistencies in client records.
• Assist in converting client records into adjusted trial balances within CCH Engagement.
• Work closely with tax professionals to ensure a smooth transition from books to tax return preparation.
• Oversee client relationships and manage projects effectively.
• Additionally, the person in this role should also be motivated to achieve or hold QuickBooks ProAdvisor Status to help generate new business through the ProAdvisor search platform.

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.
• Ace or in process of obtaining at least one relevant QuickBooks certification required; must be licensed within one year of employment as approved by the firm.
• Associate’s degree or equivalent relevant experience required; Bachelor’s degree or other equivalent relevant experience preferred.
• Proven ability to manage multiple client engagements simultaneously while maintaining a high standard of quality.
• Experience with CCH Engagement or other similar trial balance software considered a plus.