Client Accounting Specialist
Build Relationships. Provide Insight. Help Small Businesses Thrive.
Do you enjoy helping business owners understand their financial picture and make confident decisions? Are you energized by building relationships, solving problems, and turning financial information into meaningful insights?
At Korhorn Financial Group (KFG), we believe small business owners deserve more than accounting services. They deserve a trusted advisor who helps them gain clarity, improve operations, and achieve their goals.
As a locally rooted, employee-owned firm, KFG brings financial planning, tax, accounting, payroll, group benefits, and insurance services together under one roof. We work collaboratively to provide business owners with coordinated financial guidance and exceptional service.
We are seeking a relationship-driven Client Accounting Specialist who enjoys working directly with clients, solving problems, improving financial processes, and helping small businesses succeed. This role combines accounting expertise, client service, and business consulting in a collaborative team environment with opportunities for professional growth and development.
Position Mission
To serve small business clients with excellence by providing accurate financial reporting, proactive accounting guidance, and exceptional client service that empowers business owners to make informed decisions and achieve their goals.
What You'll Do
Build Trusted Client Relationships
- Meet with prospective clients to understand their accounting needs and business goals.
- Present proposals and service agreements to prospective clients
- Serve as a trusted advisor to assigned accounting clients by delivering responsive, professional, and personalized service.
- Assist clients with accounting policies, procedures, and best practices.
- Help clients resolve accounting-related questions and issues, including sales tax notices, payroll discrepancies, account reconciliation concerns, and financial record corrections
Onboard and Support New Clients
- Lead the onboarding process for new accounting clients by establishing secure access to financial information and accounting systems.
- Document workflows and service procedures to ensure efficiency, consistency, and a positive client experience.
- Identify and resolve issues within existing accounting records during implementation.
- Assist clients with QuickBooks Online setup, optimization, and ongoing support
Deliver High-Quality Accounting Services
- Maintain accurate accounting records using QuickBooks Online and related software platforms.
- Process accounts payable transactions and bill payment activities for clients.
- Reconcile bank accounts, credit card accounts, loans, and other balance sheet accounts.
- Prepare and file Sales and Use Tax returns.
- Prepare monthly financial statements and supporting reports for client review.
- Assist clients in organizing financial records to support tax planning and compliance activities.
Provide Accounting Guidance and Expertise
- Train and support clients in the effective use of QuickBooks Online and related tools.
- Recommend process improvements that enhance financial reporting, accuracy, and operational efficiency.
- Review accounting work completed by junior team members or clients and provide coaching and feedback when appropriate.
- Stay current on accounting best practices, technology, and regulatory changes affecting clients.
Contribute to Team Success
- Cross-train in payroll processing functions and provide backup support when needed.
- Support team members during absences and periods of increased workload
- Participate in departmental meetings, firm-wide initiatives, and ongoing professional development activities.
- Maintain required certifications and continuing education, including QuickBooks ProAdvisor certification.
- Contribute to quarterly projects and strategic initiatives that support department and firm goals.
- Perform other duties as assigned.
What We're Looking For
Skills & Abilities
- Strong working knowledge of QuickBooks Online, Microsoft Office, and other business software applications.
- Solid understanding of monthly and year-end accounting processes
- Excellent verbal and written communication skills.
- Ability to manage multiple clients, priorities, and deadlines while maintaining exceptional accuracy.
- Strong attention to detail and commitment to outstanding client service.
- Confidence in coaching clients toward improved accounting processes and financial practices.
- Ability to navigate difficult conversations professionally, tactfully, and with empathy.
- Self-motivated with the ability to work independently and take ownership of responsibilities.
- Collaborative team player who values communication, accountability, and continuous improvement.
- Demonstrated professionalism, integrity, and commitment to KFG's core values.
- Ability to satisfy applicable background screening requirements consistent with the responsibilities of handling confidential financial information and client records.
Education & Experience
- Bachelor's degree in Accounting, Finance, Business, or a related field preferred; equivalent professional experience will be considered.
- Three or more years of accounting, bookkeeping, client accounting services, or related experience preferred.
- QuickBooks ProAdvisor certification preferred, or the ability to obtain certification after hire.
Physical Requirements
- Prolonged periods of sitting and working at a computer.
- Ability to communicate effectively with clients and team members in person, virtually, and by telephone.
- Ability to perform the essential functions of the position with or without reasonable accommodation.
Why Join Korhorn Financial Group?
- Employee-owned organization with a long-term vision.
- Collaborative, supportive, and values-driven culture.
- Opportunity to make a meaningful impact on local businesses and families.
- Ongoing professional development and certification support.
- Comprehensive benefits package including paid time off, a 401(k) retirement plan, financial planning services, employee ownership opportunities, and other valuable benefits.
If you're passionate about helping business owners succeed, enjoy building meaningful client relationships, and want to grow your career with a team that values service, collaboration, and continuous improvement, we'd love to hear from you.
Skills Required
- Strong knowledge and experience with relevant software, preferably QuickBooks Online and Microsoft Office
- Ability to work in a fast-paced environment with precision and accuracy
- Ability to manage and satisfy frequent deadlines for multiple accounting clients
- Excellent verbal and written communication skills
- Thoroughness and strong responsibility for client service and satisfaction
- Ability to persuade clients to adopt efficient accounting processes and procedures
- Ability to conduct professional and tactful client conflict-resolution conversations
- Understanding of monthly and year-end accounting processes
- Prudent personal financial management, verified by a background check
- Ability to work independently with little direction
- Ability to collaborate effectively as a team member
- Bachelor's degree from an accredited college or university, or equivalent years of experience
- Three years of accounting experience serving clients or small businesses
- QuickBooks Certified ProAdvisor certification or ability to obtain it
What We Do
Korhorn Financial Group provides integrated financial guidance for individuals, families, and small businesses. Its services include comprehensive financial planning, values-based investment and portfolio management, retirement planning, tax preparation and planning, insurance, and business financial support such as accounting and payroll. Its multidisciplinary approach coordinates these areas to help clients make informed decisions and pursue financial goals throughout working life and retirement.
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