Client Accounting & Advisory Pro — Modernize Finances

Anchor Point Advisory Group; Sedalia (MO); Vor Ort; USD 54.000 - 85.000; Vollzeit

Benefits dieser Stelle

Flexible schedule

Competitive pay

Bonus

Growth track

Retirement and paid time off

Paid CPE and professional development

Zusammenfassung

Anchor Point Advisory Group in Sedalia, MO seeks an experienced Client Accounting & Advisory Professional to help small businesses and nonprofits use financial data to make better decisions. You’ll manage day-to-day accounting, improve processes, and turn numbers into actionable insights.

You’ll perform full-cycle accounting for multiple clients, work extensively in QuickBooks Online, and collaborate with tax and advisory teams to deliver timely reports and growth-oriented solutions.

Qualifikationen

• Degree in accounting or relevant hands-on experience (CPA preferred but not required).
• Experience with full-cycle accounting (public accounting or industry).
• Strong proficiency in QuickBooks Online or similar cloud-based systems.
• Mindset geared toward process improvement and smart use of technology.
• Ability to manage multiple clients and priorities with attention to detail.
• Strong communication skills; ability to explain financials in plain language.
• Proactive, problem-solving approach; self-starter.
• Interest in helping small businesses and nonprofits grow.

Aufgaben

• Manage and oversee full-cycle accounting for multiple clients (monthly close, reconciliations, financial reporting, etc.).
• Work extensively in QuickBooks Online and related apps to maintain accurate, real-time financials.
• Help clients clean up, streamline, and improve their accounting systems and workflows.
• Identify opportunities for automation and efficiency and help implement them.
• Deliver clear, timely financial reports and help clients understand what the numbers mean.
• Support budgeting, forecasting, and cash flow planning conversations.
• Serve as a go-to contact for clients - responsive, proactive, and solutions-oriented.
• Collaborate with tax and advisory teams to ensure a seamless client experience.

Kenntnisse

Full-cycle accounting

QuickBooks Online

Process improvement

Client management

Communication skills

Proactive problem-solving

Ausbildung

Accounting degree or hands-on experience

Tools

QuickBooks Online

Jobbeschreibung

Anchor Point Advisory Group in Sedalia, MO seeks an experienced Client Accounting & Advisory Professional to help small businesses and nonprofits use financial data to make better decisions. You’ll manage day-to-day accounting, improve processes, and turn numbers into actionable insights.

You’ll perform full-cycle accounting for multiple clients, work extensively in QuickBooks Online, and collaborate with tax and advisory teams to deliver timely reports and growth-oriented solutions.