Bookkeeper/Staff Accountant

Korhorn Financial Group, Inc.; Edwardsburg (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Candidates should have a Bachelor's degree (preferred), 3+ years of accounting experience, and ideally QuickBooks ProAdvisor certification. This on-site position offers steady client engagement and opportunity for professional growth.

Qualifications

• Bachelor's degree preferred or equivalent experience (4 years).
• Three years of accounting experience serving clients/small businesses preferred.
• QuickBooks Certified ProAdvisor or ability to obtain certification.

Responsibilities

• Hold needs analysis meetings with prospective clients.
• Deliver proposals and service agreements to new clients.
• Onboard new clients to the department and set up QuickBooks access.
• Maintain electronic records of business transactions for clients using QuickBooks Online.
• Process bills and payments for accounting clients.
• Prepare Sales & Use Tax filings for clients.
• Reconcile bank accounts and credit cards for clients.
• Review data entries and coach junior members.
• Prepare and deliver monthly financial statements.
• Assist with bookkeeping policies and procedures.
• Assist clients with problem resolution and tax preparation materials.
• Crosstrain on payroll processing as backup.
• Stay current with accounting laws and regulations.

Skills

Strong communication

Deadline management

Detail-oriented

Fast-paced environment

Client service

Education

Bachelor's degree (preferred)

QuickBooks ProAdvisor

Tools

QuickBooks Online

Microsoft Office

Job description

Position Mission Statement

To demonstrate a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service to prepare financial statements and accounting advice to small businesses.

Job Description

Job Description

Position Mission Statement

To demonstrate a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service to prepare financial statements and accounting advice to small businesses.

Responsibilities And Tasks

• Hold Needs Analysis Meetings with prospective clients
• Deliver proposals and service agreements to new clients
• Onboard new clients to the department, including establishing digital access to client information; creating or accessing their QuickBooks file; writing a process for serving the client; identifying and resolving any initial issues found with the client's current financial record keeping
• Maintain electronic record of all business transactions (i.e. credit cards; business vehicles; insurance policies; banking relationships; liabilities; assets; etc.) for accounting clients using QuickBooks Online
• Process bills and payments for accounting clients using bill pay software applications
• Prepare Sales & Use Tax filings for accounting clients
• Reconcile bank accounts, credit cards, and other business accounts for accounting clients
• Review data entry, reconciliations, and journal entries entered by junior team members or the client and coach the team member or client on any issues identified
• Prepare and deliver monthly financial statements for accounting clients
• Assist clients with bookkeeping policies and procedures
• Help clients on a consulting basis, including setting up QuickBooks; QuickBooks training, improving bookkeeping policies and procedures; preparing financial records for tax filing; etc.
• Assist clients with problem resolution, including resolution of sales tax notices, suspected errors in financial records, payroll liability or expenses discrepancies, etc.
• Crosstrain on processing live payroll, to act as a backup to the payroll team
• Maintain current knowledge of changing accounting-related laws and regulations
• Provide back-up support for other accounting processors who are sick or on vacation
• Help to onboard and train new KFG accounting processors
• Participate in Business Services Department's weekly staff meetings and other KFG staff meetings
• Review monthly invoices before sending to clients
• Help clients set up an Automatic Clearing House (ACH) payment method for KFG accounting service fees
• Complete annual requirements to maintain licenses and certifications, including QuickBooks ProAdvisor
• Support Accounting Team and Business Services Department by completing quarterly projects or initiatives ("Rocks") as assigned
• Maintain relationship with KFG's most important accounting vendors (i.e. Intuit, RightWorks, etc.)
• Perform other duties as required

Required Skills And Abilities

• Strong knowledge and experience with relevant software, preferred (QuickBooks Online, Microsoft Office, etc.)
• Ability to work in a fast-paced environment with precision and accuracy
• Ability to manage and satisfy frequent deadlines for many different accounting clients
• Excellent communication skills both verbally and in written form
• Thorough, with high responsibility for client service and satisfaction
• Comfortable persuading clients to adopt more efficient processes and procedures within their accounting system
• Ability to have professional and tactful conversations with clients to resolve conflicts
• Understanding of monthly and year end accounting processes
• History of prudent management in personal finances as verified by a background check
• Must be intrinsically motivated and able to work individually with little direction
• Must be a team player and able to collaborate with other KFG Business Services team members
• Must exemplify the firm's corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliates

Education And Experience

• Bachelor's degree from an accredited college or university preferred, or equivalent years of experience (4)
• Three years of accounting experience serving clients or small businesses preferred
• QuickBooks Certified ProAdvisor or able to achieve this designation

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.