Consulting Bookkeeper

Merritt Innovative Consulting & Advisory LLC; Houston (TX); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

Merritt Innovative Consulting & Advisory LLC in Houston, TX, seeks a Consulting Bookkeeper to lead senior bookkeeping and advisory services for a diverse client portfolio. You will supervise the Assistant Bookkeeper, manage engagements from onboarding to close, and provide strategic financial insights.

Strong expertise in QuickBooks and Xero, GAAP knowledge, and client-facing communication are essential. This role supports growth and requires leadership in a remote-ready environment.

Formación

• Current NACBP Certification (Associate’s Degree preferred).
• Minimum of 1 year of progressive bookkeeping and financial management, with 1-2 years in a supervisory role.
• Experience in a consulting and accounting firm environment is highly desirable.
• Expert proficiency in multiple accounting software (e.g., QuickBooks Desktop/Online, Xero).
• Proven ability to manage complex projects, meet deadlines, and deliver.
• Exceptional leadership, mentoring, organizational, and client-facing.
• Microsoft Proficient: Microsoft Office Suite and Google Workspace.
• Technology comfortable with learning new software and digital tools.
• Excellent communication, both verbal and written.
• Organized and punctual, capable in a remote environment.
• Detail-oriented with high accuracy and discretion.
• Background check capable with no criminal history.

Responsabilidades

• Supervise and mentor the Assistant Bookkeeper and review work for accuracy and compliance.
• Manage workflow and capacity planning for all client bookkeeping engagements.
• Escalate complex client accounting issues and discrepancies.
• Lead regular team meetings on client progress, improvements, and training needs.
• Be prepared to perform Assistant Bookkeeper duties to cover staffing needs and maintain essential functions.
• Lead client engagements from onboarding through completion, defining scope and timelines.
• Provide advanced operational and financial advisory services, focusing on process optimization.
• Develop and present strategic financial analyses using reports to drive decisions.
• Identify opportunities to adopt new accounting software and best practices.
• Coordinate with CPAs, banks, and legal counsel for complex matters.
• Oversee accurate maintenance of financial records for multiple clients.
• Ensure GAAP compliance and advise on basic tax matters when appropriate.
• Participate in business development and growth opportunities.
• Maintain required Continuing Professional Education hours.

Conocimientos

Leadership

Mentoring

Client-facing

Communication

Detail-oriented

Time management

Problem solving

Confidentiality

Organization

Educación

NACBP Certification

Associate’s Degree preferred

Herramientas

QuickBooks Desktop/Online

Xero

Microsoft Office

Google Workspace

Descripción del empleo

Consulting Bookkeeper

Merritt Innovative Consulting & Advisory LLC Houston, Texas, United States

About this position

About Merritt Innovative Consulting & Advisory LLC
Merritt Innovative Consulting & Advisory, LLC (MICA) is a Houston-based accounting consulting firm that helps small businesses and non-profits take control of their finances. We go beyond traditional bookkeeping-we serve as trusted business advisors who help our clients spot financial problems before they become catastrophes and identify opportunities for growth they might otherwise miss.

Our services include fractional CFO and advisory services, bookkeeping, tax planning, cash flow management, strategic business coaching, and operational consulting. We believe business owners deserve more than just clean books—they deserve the right information at the right time to make confident decisions.

At MICA, we're building a team of reliable, detail-oriented professionals who take ownership of their work and genuinely care about helping clients succeed. If you're looking for a role where your contributions matter and you can grow with a firm that values accountability, flexibility, and doing right by clients, we'd love to hear from you.

The Consulting Bookkeeper is a senior-level bookkeeping professional responsible for providing high-level, comprehensive bookkeeping, financial management, and advisory services to a diverse portfolio of clients. This role serves as a supervisor to the Assistant Bookkeeper(s), overseeing the daily financial operations, ensuring compliance, and delivering strategic insights. The Consulting Bookkeeper will lead client engagements, manage projects, and actively participate in the development and growth of Merritt Innovative Consulting & Advisory, LLC.

Responsibilities:

A. Leadership and Supervision

• Supervise and mentor the Assistant Bookkeeper, delegating tasks, reviewing work for accuracy and compliance, and supporting their professional development.
• Manage the workflow and capacity planning for all client bookkeeping engagements within the team.
• Serve as the primary point of escalation for complex client accounting issues and discrepancies.
• Lead regular team meetings to discuss client progress, procedural improvements, and training needs.
• Operational Backup: The Consulting Bookkeeper must be prepared to perform all duties of the Assistant Bookkeeper when necessary due to staffing needs, high workload, or coverage requirements. This ensures essential functions like processing accounts payable/receivable and reconciliations continue without interruption.

B. Consulting and Project Management

• Lead client engagements from onboarding through completion, defining scope, managing timelines, and ensuring deliverables meet client expectations and firm standards.
• Provide advanced operational and financial advisory services to clients, focusing on process optimization, internal control implementation, and efficiency improvements.
• Develop and present strategic financial analyses and recommendations to clients, using financial reports (e.g., balance sheets, income statements, cash flow statements) to drive informed business decisions.
• Identify opportunities to enhance client service delivery through the adoption of new accounting software, technologies, and best practices.
• Coordinate with external parties (e.g., CPAs, banks, legal counsel) on behalf of clients for complex financial and compliance matters.

C. Advanced Bookkeeping and Financial Management

• Oversee and ensure the accurate and efficient maintenance of financial records for multiple clients, including:
  • Reviewing the processing of accounts payable and accounts receivable.
  • Verifying bank and credit card reconciliations.
  • Preparing, analyzing, and presenting complex financial reports.
  • Managing and finalizing month-end and year-end closing procedures.
• Ensure strict compliance with Generally Accepted Accounting Principles (GAAP) and all applicable accounting regulations across all client accounts.
• Provide basic tax advisory services to clients, while being responsible for knowing when to elevate or refer clients for complex tax advice or preparation services.

D. Business Development and Professional Growth

• Actively participate in business development, including attending networking events, leading sales calls, and creating presentations for prospective clients.
• Identify and pursue strategic growth opportunities for MICA's accounting and advisory services.
• Maintain a high level of expertise by completing all required Continuing Professional Education (CPE) hours in accordance with AICPA or firm standards.

E. Training and Development

• Client Training: Develop and deliver structured training programs for clients on the use of accounting software and guidance on basic accounting principles.
• Staff Development: Provide continuous one-on-one coaching and training to the Assistant Bookkeeper and other team members on advanced accounting procedures, software functionalities, and client management best practices.
• Continuous Learning: Lead the evaluation and implementation of new accounting software and technologies, ensuring the firm remains at the forefront of industry best practices and sharing knowledge with the team.

Qualifications:

• Current NACBP Certification (Associate’s Degree preferred)
• Minimum of 1 year of progressive experience in bookkeeping and financial management, with at least 1-2 years in a supervisory role.
• Demonstrated experience in a consulting and accounting firm environment is highly desirable.
• Expert proficiency in multiple accounting software programs (e.g., QuickBooks Desktop/Online, Xero).
• Proven ability to manage complex projects, meet deadlines, and deliver.
• Exceptional leadership, mentoring, organizational, and client-facing.
• Microsoft Proficient: Proficiency in Microsoft Office Suite and Google Workspace.
• Technology Comfort: Comfortable using computers, learning new software/systems quickly, and general digital office tools.
• Excellent Communication: Strong verbal and written communication skills with the ability to be professional and articulate.
• Organized and On Time: Great at organizing, prioritizing tasks, and managing time to meet deadlines in a remote environment.
• Detail-Oriented: Pays close attention to small details to ensure a high level of accuracy in all work.
• Problem Solver & Independent: Must be able to work independently, figuring out solutions to problems and requiring minimal supervision.
• Confidentiality: Demonstrated ability to handle sensitive client and company information with the highest level of discretion and integrity.
• Background Check: Must be able to pass a background check with no criminal history.