Bookkeeping Advisor

Anderson Business Advisors; Dallas (TX); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Full benefits package

401(k) matching

PTO 16/21 days

Gym subsidy

Job summary

Anderson Business Advisors in Dallas, TX, seeks an experienced bookkeeper to provide high-quality bookkeeping services for multiple clients each month. You will review transaction coding, maintain accurate records, and support the team with day-to-day bookkeeping tasks while building strong client relationships.

Required: 2+ years in QuickBooks (Desktop/Online), Bachelor's in Accounting, solid Excel skills, and experience managing 15+ client accounts.

Qualifications

• 2+ years of experience with QuickBooks (Desktop and Online preferred).
• Bachelor’s Degree in Accounting or related field.
• Moderate knowledge of Excel.
• Experience managing at least 15 client accounts at one time.
• General accounting knowledge (debits and credits).
• High degree of accuracy and attention to detail.
• Experience communicating with clients regarding their company financials.

Responsibilities

• Onboarding of new clients and setting expectations.
• Conduct monthly client check-ins to gather documentation and understand needs.
• Schedule and lead consultation meetings with clients.
• Maintain bookkeeping records for various client companies.
• Review client transactions for proper categorization and coding.
• Generate and interpret financial reports (P&L, balance sheet, GL, etc).
• Address past bookkeeping issues to update books.

Skills

QuickBooks

Client relations

Excel

Accounting basics

Attention to detail

Client communication

Education

Bachelor’s Degree in Accounting

Job description

To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with client needs, while also providing guidance and support to the team handling day-to-day bookkeeping tasks. A key focus of this position is building strong client relationships through proactive communication, regular consultations, and account management. You will play a pivotal role in understanding each client’s unique business needs, addressing their financial inquiries, and ensuring their bookkeeping records are accurate, up-to-date, and actionable.

Key Responsibilities

Client Communication and Relationship Management

• Onboarding of new clients assigned to review their entities, and business needs, and set expectations.
• Conduct monthly client check-ins to gather necessary documentation, address financial inquiries, and understand evolving business needs.
• Schedule and lead consultation meetings with clients.
• Maintain bookkeeping records for various client companies.
• Review client transactions ensuring accurate categorization and coding.
• Generating and interpreting financial reports such as profit and loss, balance sheets, general ledger, and various customized reports.
• Address any past bookkeeping issues or inconsistencies to bring clients’ books up to date.

Additional Duties

• Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements.
• Perform all other duties that may be assigned by Company management from time to time.

Required Qualifications

• Minimum 2 years of experience with QuickBooks (Desktop and Online preferred).
• Bachelor’s Degree in Accounting or a related field.
• Moderate knowledge of Excel.
• Experience managing at least 15 client accounts at one time.
• General accounting knowledge (understanding of debits and credits).
• High degree of accuracy and attention to detail.
• Experience communicating with clients regarding their company financials.

Preferred Qualifications

• Previous experience in a consulting firm or a related field.

Performance Metrics

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of administrative tasks and assignments.
• Communication: Responsiveness to client communication within a 24-hour period and meeting monthly call expectations.
• Accuracy: Accuracy in document preparation and data management.

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Please note that a full background check, drug screen, internet, and social media search are required for employment.