Client-Focused Bookkeeping Advisor

Anderson Business Advisors; Pennsylvania; Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Hybrid work schedule

Health insurance

401(k) matching

Job summary

Anderson Business Advisors in the United States seeks a meticulous bookkeeper to service multiple clients, ensuring accurate, up-to-date financial records and insightful reporting.

You will onboard new clients, review transaction categorization, generate reports (P&L, balance sheets, GL), and maintain strong client relationships through proactive communication. A Bachelor’s in Accounting and 2+ years of QuickBooks experience are required; hybrid work model offered.

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.

Responsibilities

• 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.
• Reviewing 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
• Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements.

Skills

Communication with clients

Attention to detail

Time management

Analytical thinking

Education

Bachelor's Degree in Accounting

Tools

QuickBooks

Excel

Job description

Anderson Business Advisors in the United States seeks a meticulous bookkeeper to service multiple clients, ensuring accurate, up-to-date financial records and insightful reporting.

You will onboard new clients, review transaction categorization, generate reports (P&L, balance sheets, GL), and maintain strong client relationships through proactive communication. A Bachelor’s in Accounting and 2+ years of QuickBooks experience are required; hybrid work model offered.