Staff Accountant (Small Business Clients)
At Kaizen CPAs + Advisors & YPD, we're a people-first firm committed to helping businesses overcome financial challenges and achieve their goals. We believe great results come from great people, and our culture is built around four core values:
- Own It – Take pride in solving problems and delivering results.
- Be an Ideal Team Player – Collaborate, support others, and succeed together.
- Make a Positive Impact – Create meaningful value for our clients, team, and community.
- Embrace a Growth Mindset – Keep learning, improving, and growing.
Join a supportive team where your work matters, your growth is encouraged, and your contributions make a real impact.
About the role
We're looking for a Staff Accountant who enjoys working directly with clients, solving problems, and helping small businesses stay organized and financially informed. In this role, you'll support small business clients by maintaining accurate financial records and helping them understand their numbers.
Responsibilities
- Prepare monthly, quarterly, and annual financial statements
- Maintain and reconcile client books using QuickBooks Online
- Assist clients with accounting and payroll questions
- Work closely with an Account Manager to support multiple client accounts
- Identify opportunities to improve processes and efficiency
- Collaborate with internal payroll, tax, and technology teams
Qualifications
- Associate's degree in Accounting, Finance, or related field preferred
- 1–3 years of bookkeeping or accounting experience
- Experience with QuickBooks Online
- Comfortable with Microsoft Excel and modern cloud software
- Strong written and verbal communication skills
Skills
- Organized and comfortable managing multiple clients
- Strong communicator who responds promptly and professionally
- Curious learner who enjoys improving systems and processes
- Team player who takes ownership of their work
Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws.