About the Company
Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.
As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success
Job Purpose:
To provide leadership and oversight to the bookkeeping team, ensuring accurate and timely financial records for multiple clients. This role involves supervising bookkeepers, maintaining a small client list, monitoring key performance indicators (KPIs), and ensuring client satisfaction.
Key Responsibilities:
Supervision and Review:
- Conduct in-depth reviews of bookkeepers' work on a quarterly basis.
- Oversee and review the work of multiple bookkeepers to ensure accuracy and compliance with company standards.
Team Leadership:
- Provide support and leadership to the team, fostering growth and development of team members.
- Monitor KPIs of staff to ensure high performance and address any issues promptly.
Client Communication:
- Speak with escalated clients to ensure client satisfaction and resolve any issues.
- Maintain a small client list and provide high-quality bookkeeping services.
Process Improvement:
- Learn new processes and procedures to improve team efficiency and effectiveness.
- Implement and monitor standard operating procedures within the team.
Administrative Tasks:
- Perform all other duties that may be assigned by Company management from time to time.
Required Qualifications:
- Minimum 3 years of experience with QuickBooks (Desktop and Online preferred).
- Bachelor’s degree required
- Moderate knowledge of Excel.
- Proven knowledge of bookkeeping and general accounting principles.
- Ability to read and interpret financial statements.
- Experience managing multiple client accounts at one time.
- CPA firm experience preferred.
Preferred Qualifications:
- Experience with managing AR accounts and DocuSign.
- Previous experience in a consulting firm or a related field.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Team Efficiency: Monitored through timely completion of team tasks and assignments.
- Communication: Responsiveness to client communication and team collaboration.
- Accuracy: Ensuring accuracy in document preparation and financial data management.
Skills Required
- At least 3 years of experience with QuickBooks Desktop and Online
- Bachelor's degree
- Moderate knowledge of Microsoft Excel
- Knowledge of bookkeeping and general accounting principles
- Ability to read and interpret financial statements
- Experience managing multiple client accounts simultaneously
- CPA firm experience
- Experience managing accounts receivable accounts
- Experience with DocuSign
- Previous experience in a consulting firm or related field
What We Do
Anderson Business Advisors is a planning and consulting firm focused on providing high-quality services in asset protection, estate planning, and tax planning for real estate investors, stock traders, and small business owners.
