Bookkeeping Relations Specialist at Guidant Financial

, , United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

60000.0

Posted On

28 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Client Communication, Workflow Coordination, Customer Experience, Accounting Knowledge, Problem Solving, QuickBooks Online, Technical Setup, Client Management, Process Improvement, Attention To Detail, Critical Thinking, Microsoft Office, Adaptability, Organizational Skills

Industry

Financial Services

Description

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Bookkeeping Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide. This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success. What You'll Be Doing Lead onboarding meetings and guide clients through their service setup and expectations Educate clients on accounting best practices and software (e.g., QuickBooks Online) Support technical setup including bank feeds, integrations, payroll imports, and account connections Manage client communications, answering questions related to accounting, services, pricing, and processes Help clients navigate product changes, including upgrades, downgrades, and billing adjustments Proactively manage client workflows and timelines to ensure a smooth onboarding experience Resolve client issues and prevent escalations through strong problem-solving and communication Collaborate with internal teams to coordinate client needs and improve processes Build a strong understanding of small business operations across various industries What Makes You Successful You can simplify complex topics for clients You stay organized and proactive in a fast-paced environment You take ownership of client experience and outcomes You’re comfortable working independently while collaborating with a team Must be 18 years of age 3+ years of client service experience handling complex requests 1–3 years of bookkeeping experience (multi-client environment preferred) Robustunderstanding of small business accounting and tax services Proficiency in QuickBooks Online (certification preferred) Excellent communication skills—both written and verbal Robust organizational skills with the ability to manage multiple clients at once Critical thinking, problem-solving, and attention to detail Proficiency with Microsoft Office tools (Excel, Outlook, Teams) Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success. Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a posit

Responsibilities

The Bookkeeping Relations Specialist will serve as the main contact for clients in the Bookkeeping and Tax Services department, managing their onboarding and ongoing support through leading meetings and coordinating service setup. This role involves educating clients on best practices, supporting technical integrations, and proactively managing workflows to ensure client success.