Remote Strategic Accounting Advisor

Intuit, Inc.; Clearwater (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k)

Flexible PTO

Professional development

Technology provided

Job summary

AdvisorOne is seeking an Accounting Advisor to join our growing team as a strategic leader bridging world-class execution with high-level financial advisory for behavioral health, wellness, and small business clients.

You will work with executive-level clients on monthly, quarterly, and ad hoc advisory calls, translating financial data into insights, building KPI dashboards, and guiding cash flow, budgeting, and growth planning.

Qualifications

• 3-5+ years of progressive accounting experience, with at least 2 years in a client-facing advisory or managerial role
• Deep expertise in QuickBooks Online (QBO) and GAAP accounting principles, including hands-on month-end close preparation. NetSuite experience a plus.
• Hands-on execution skills: Comfortable preparing complex month-end closes for executive clients while also reviewing team deliverables
• Advisory mindset: You can shift seamlessly from detailed close preparation to high-level strategic conversations with business owners

Responsibilities

• Lead monthly, quarterly, and ad hoc financial advisory sessions with executive-level clients across behavioral health, wellness, and small business sectors
• Translate complex financial data into clear, compelling narratives that business owners can act on
• Build custom KPI dashboards and financial reports using tools like Fathom
• Provide proactive guidance on cash flow management, budgeting, forecasting, and growth strategy
• Identify opportunities to add value beyond the monthly close; becoming a true partner, not just a service provider
• Prepare month-end close financials for executive-level and complex clients
• Review month-end close financials for your assigned client portfolio across all client stages (early, growth, and executive)
• Conduct thorough reviews to ensure accuracy, GAAP compliance, and timely delivery (by the 20th of each month)
• Collaborate with offshore solutions team to ensure quality execution and timely delivery
• Resolve complex accounting issues and serve as a technical escalation point for the team
• Contribute to special projects as they arise, such as QBO integrations and software rollouts (Stripe, Shopify, PayPal, a2x, RightWorks, Numeral, etc.)
• Flag process inefficiencies and recommend improvements to the Accounting Manager of F&A
• Help document and roll out process updates within your client portfolio

Skills

Accounting experience

Client advisory

QBO expertise

GAAP knowledge

Month-end close

NetSuite experience

Advisory mindset

Education

CPA certification

Tools

QuickBooks Online (QBO)

Fathom

Jirav

QBO integrations

NetSuite

Job description

AdvisorOne is seeking an Accounting Advisor to join our growing team as a strategic leader bridging world-class execution with high-level financial advisory for behavioral health, wellness, and small business clients.

You will work with executive-level clients on monthly, quarterly, and ad hoc advisory calls, translating financial data into insights, building KPI dashboards, and guiding cash flow, budgeting, and growth planning.