Bookkeeping Relations Specialist

Guidant Financial; Durham (NC); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

Flexible work arrangements

Job summary

A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication skills, a proactive approach, and a background in bookkeeping. This role offers the opportunity for professional development and the chance to make a meaningful impact on clients’ success.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Must have proficiency in QuickBooks Online with certification preferred.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications and resolve issues effectively.

Skills

Communication skills

Organizational skills

Problem-solving

Tools

QuickBooks Online

Microsoft Office

Job description

Overview

This is a fantastic opportunity to work from the comfort of your own home. We are excited to offer a fully remote position with a reputable and thriving company. We are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

The annual salary for this position is $60,000.

Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Guidant Financial has been empowering entrepreneurs and supporting small businesses for over 23 years. We have distributed $5 billion in funding, helped launch over 30,000 businesses, and generated nearly 100,000 jobs. Our goal is to empower you as we empower the entrepreneurs we assist, enabling a meaningful impact on their success and your career path.

At Guidant, we empower employees to make a genuine difference for our clients and their professional paths. We emphasize ownership through accountability, innovative problem-solving, and diligent follow-through, and we are on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long-term prosperity.

Our Values

• Adaptability: Embracing change as a superpower; you are ready to seize opportunities to adapt and inspire others.
• Connection: Building meaningful connections; elevating others is key to growth and empowerment.
• Excellence: Thrive outside your comfort zone, constantly seek improvement, and let curiosity drive better outcomes.

Role Summary

As a Bookkeeping Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.

This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success.

What You'll Be Doing

• Lead onboarding meetings and guide clients through their service setup and expectations
• Educate clients on accounting best practices and software (e.g., QuickBooks Online)
• Support technical setup including bank feeds, integrations, payroll imports, and account connections
• Manage client communications, answering questions related to accounting, services, pricing, and processes
• Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
• Proactively manage client workflows and timelines to ensure a smooth onboarding experience
• Resolve client issues and prevent escalations through strong problem-solving and communication
• Collaborate with internal teams to coordinate client needs and improve processes
• Build a strong understanding of small business operations across various industries

What Makes You Successful

• You can simplify complex topics for clients
• You stay organized and proactive in a fast-paced environment
• You take ownership of client experience and outcomes
• You're comfortable working independently while collaborating with a team

Requirements

• Must be 18 years of age
• 3+ years of client service experience handling complex requests
• 1-3 years of bookkeeping experience (multi-client environment preferred)
• Robustunderstanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)
• Excellent communication skills—both written and verbal
• Robust organizational skills with the ability to manage multiple clients at once
• Critical thinking, problem-solving, and attention to detail
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams)

Additional Requirements

• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Work from Home Requirements

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work environment. These requirements include:

• A designated workspace (such as a home office) where you can concentrate and be productive
• Reliable high-speed internet to ensure seamless communication and collaboration

Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success
• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Ongoing training, career development opportunities, and supportive leaders; more than 20% of our organization has been promoted in the past three years
• Wellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements: Work from your home office with the necessary equipment provided
• An Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events
• Empowering Equity and Inclusion: An inclusive work environment that values employee voices and active participation