Growth-Oriented Bookkeeper with Profit Sharing

Peak Retirement Planning; Columbus (OH); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Annual bonus opportunities

Salary increases

Profit sharing

Premier benefits

Job summary

Peak Retirement Planning, a rapidly growing financial planning firm in Columbus, OH, seeks a motivated accounting professional who thrives on ownership, accuracy, and exceptional client service. You will maintain financial records, produce CEO reports, manage AR and payroll, and coordinate with the CPA to ensure tax compliance.

The role offers rapid growth within a young, fast-growing company that values high performance, intense work ethic, and a white-glove approach for clients.

Responsibilities

• Maintaining financial books and records for the firm
• Provide reports for the CEO and monthly, quarterly, and year-end reports
• Oversee and manage all accounting systems and procedures, capturing all billings, receipts, and recording of revenue transactions
• Assist in monitoring and managing cash flow
• Manage day-to-day AR processing, deposits, and bookkeeping
• Run monthly payroll
• Provide information to the firm's CPA to meet all tax-related requirements

Skills

A+ Player

Gritty

Servant Heart

White Glove Service

Job description

Peak Retirement Planning, a rapidly growing financial planning firm in Columbus, OH, seeks a motivated accounting professional who thrives on ownership, accuracy, and exceptional client service. You will maintain financial records, produce CEO reports, manage AR and payroll, and coordinate with the CPA to ensure tax compliance.

The role offers rapid growth within a young, fast-growing company that values high performance, intense work ethic, and a white-glove approach for clients.