Hybrid Bookkeeping Advisor for Client Success

Anderson Business Advisors; Draper (UT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, vision, and short‑tem

401(k) matching

PTO 16 days first year, 21 days after

7 company holidays

Gym membership subsidy

Robust onboarding program

Job summary

Anderson Business Advisors maintains a strong Utah presence and seeks a meticulous Bookkeeper to support multiple clients. You’ll review transaction categorization, ensure coding accuracy, and keep records up to date while guiding day-to-day bookkeeping tasks for the team.

The role emphasizes building client relationships through proactive communication, regular consultations, and account management. A Bachelor’s degree in Accounting and QuickBooks experience are required, with solid Excel

Qualifications

• 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.
• Review 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.

Responsibilities

• Onboarding of new clients and assessing their entities and business needs.
• Conduct monthly client check-ins to collect documentation and address financial inquiries.
• Schedule and lead client consultation meetings.
• Maintain bookkeeping records for multiple client companies.
• Review client transactions for proper categorization and coding.
• Prepare and interpret financial statements (P&L, balance sheet, G/L).
• Resolve any past bookkeeping issues to keep books current.

Skills

QuickBooks

Excel

Client communication

Attention to detail

General accounting knowledge

Multi-client management

Education

Bachelor’s Degree in Accounting or related field

Job description

Anderson Business Advisors maintains a strong Utah presence and seeks a meticulous Bookkeeper to support multiple clients. You’ll review transaction categorization, ensure coding accuracy, and keep records up to date while guiding day-to-day bookkeeping tasks for the team.

The role emphasizes building client relationships through proactive communication, regular consultations, and account management. A Bachelor’s degree in Accounting and QuickBooks experience are required, with solid Excel