Accounting Advisory Consultant at USPI

, , -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

0.0

Posted On

12 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

QuickBooks Online (QBO), QBO Level Two Certification, Client-Facing Communication, Bookkeeping Issue Diagnosis, Scoping, Quoting, Proposal Preparation, Financial Data Assessment, Microsoft Office Suite, Time Management, Confidentiality, Professionalism, Intuit Coordination, Accounting Advisory

Industry

Description

Title: Accounting Advisory Consultant Reports to: VP, Accounting & Payroll Location: Remote; Any Hood Office/Hybrid Eligible About the Role At PaulHood, we are transforming the mid-market CPA industry into an entirely new model. Our year-round membership structure provides clients with expert tax and financial guidance, helping them feel more secure and achieve their long-term goals. Founded 30 years ago by Paul Hood, the company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we’ve modernized our business with technology and operational practices more aligned with SaaS companies than traditional CPA firms. In response to this growth, we are seeking an Accounting Advisory Consultant to deliver high-quality QuickBooks Online (QBO) consultations, support additional A&P revenue opportunities through accurate scoping and quoting, and guide prospective clients into the appropriate accounting services. This position combines advanced QBO expertise with strong client-facing communication skills to diagnose bookkeeping issues, provide practical recommendations, and translate client needs into actionable proposals. The role directly contributes to client satisfaction, revenue growth, and the overall efficiency of the Accounting & Payroll department. To do this well, you’ll need to be both technically strong and people-savvy—able to juggle deadlines, provide strategic insights, and lead by example. You’ll also need to be detail-oriented, tech-proficient, and passionate about delivering a consistent, high-quality client experience. What You Will Do, Own, and Bring * Consultations * Conduct all QBO/Accounting consultations for new and existing clients * Assess the client’s books for accuracy and areas of opportunity for improvements * Provide clear, actionable recommendations tailored to the client’s business needs. * Document findings and deliver a professional summary to clients and internal teams. * Support upsell opportunities into monthly accounting or cleanup services. * Current Client Upsell Support * Manage all upsell referral workflows from intake through completed scope * Review client books, diagnose work required, and prepare accurate proposals and fees. * Collaborate with Sales and Accounting Managers to ensure alignment on expectations. * Maintain timely communication on opportunities to ensure workflows move efficiently. * New Client Sales Support * Engage with clients professionally to explain service options and clarify accounting needs. * Provide guidance to Account Executives on A&P services, proposals and fees. * Internal Collaboration * Execute QBO clean-up projects as needed. * Partner with VP of Accounting & Payroll and A&P managers to help drive the success of the department. * Contribute insights on trends or recurring issues to support A&P service model improvements. * Oversee the firm’s QBO account administration and act as the central point of contact with Intuit for escalations, support, and product coordination. Experience and Education You Will Need * High school diploma or equivalent required; a bachelor's degree in accounting, finance, or a related discipline is strongly preferred. * Three to five years of accounting experience, ideally client-facing. * Advanced proficiency in QBO, QBO Level Two Certification is strongly preferred. * Demonstrated ability to assess financial data and provide accurate recommendations. * Highly proficient with accounting software, Microsoft Office Suite, and the ability to adapt to new systems quickly. * Exceptional organizational skills, attention to detail, and a proven ability to manage time effectively in a high-paced environment. Who You Are * You are an accounting ninja and possess deep expertise in accounting practices and experience in an advisory or onboarding-focused accounting role. * You demonstrate exceptional accuracy and crazy attention to detail, effectively managing multiple priorities and consistently meeting deadlines. * You are a strategic thinker, capable of analyzing complex financial data and delivering insightful, data-driven recommendations. * You communicate complex financial information with clarity and impact, ensuring understanding across clients and team members. * You are highly proficient in Microsoft Office Suite, and accounting software (QBO), with the ability to master new systems quickly. * You uphold the highest standards of confidentiality and professionalism in all interactions. * You navigate high-paced, high-pressure situations with confidence, maintaining composure and focus. What’s In It For You You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most. In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration, and having fun. We work hard and value rest. In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard + Paid parental leave + Comprehensive Employee Benefits Package + 401k Program with Company Matching + Paid Volunteer Days + Educational/Personal Growth Reimbursement EEO and Diversity Statement PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us. At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

Responsibilities

The consultant will conduct QuickBooks Online consultations, assess client books for accuracy, and provide actionable recommendations while supporting upsell opportunities into monthly accounting services. This role also involves engaging with prospective clients to explain service options and preparing accurate proposals and fees.