About Bookkeeper360:
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.
We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.
Want to learn how it all started? Check out the story of our founder and CEO.
About the role:
This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.
What you'll do as a Senior Client Advisor at Bookkeeper360:
- Manage client relationships weekly and monthly
- Is the primary point of contact for Bookkeeper360 clients
- Interact with business owners, providing them monthly financial reviews, or, as needed by the client
- Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
- Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
- Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
- Reconcile tax returns to books and records
- Deliver exceptional service on time and on budget
- Complete any back work projects in an efficient, timely manner
- Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
- Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
- Set up and manage cloud technology integrations
- Review workflow and business operations, and make technology and app recommendations to increase efficiencies
How to Be Successful in This Role:
- Driven and accountable: You take initiative, own your results, and strive for excellence
- People-centered: You lead with empathy, humility, and collaboration
- Hustle mindset: You’re motivated, competitive, and ready to lead the pack
- Lifelong learner: You’re curious, growth-minded, and always leveling up
- Tech-forward: You embrace new tools, love innovation, and thrive in a remote, digital environment
Gets you to the top of the list:
- A passion for helping small businesses
- 3-5 years experience overseeing the work of bookkeepers or staff accountants
- Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
- Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
- Cloud-based accounting experience
- Public accounting experience
- Consulting experience
- Expertise in accrual basis financial reporting
What you can expect as a Team Member:
- Salary range from $70,000-$90,000/year + variable compensation eligibility after 6 months
- Comprehensive benefits package including medical, dental, vision, and 401K with employer match
- Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
- Fully remote workplace
- Unlimited PTO after the first year
- Company paid holidays
- Virtual team-building activities and other company-wide events
- Collaborative team-based work environment
- Career path and advancement opportunities - company policy of promoting from within
At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.
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What We Do
Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPAs and accounting experts.
Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.
