ABOUT BOOKKEEPER360:

Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.
We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.
Want to learn how it all started? Check out (https://www.bookkeeper360.com/)the story of our founder and CEO (https://joinhampton.com/blog/nick-pasquarosa).

ABOUT THE ROLE:

This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.

WHAT YOU’LL DO AS A SENIOR CLIENT ADVISOR AT BOOKKEEPER360:

• Manage client relationships weekly and monthly
• Is the primary point of contact for Bookkeeper360 clients
• Interact with business owners, providing them monthly financial reviews, or, as needed by the client
• Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
• Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
• Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
• Reconcile tax returns to books and records
• Deliver exceptional service on time and on budget
• Complete any back work projects in an efficient, timely manner
• Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
• Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
• Set up and manage cloud technology integrations
• Review workflow and business operations, and make technology and app recommendations to increase efficiencies

HOW TO BE SUCCESSFUL IN THIS ROLE:

• Driven and accountable: You take initiative, own your results, and strive for excellence
• People-centered: You lead with empathy, humility, and collaboration
• Hustle mindset: You’re motivated, competitive, and ready to lead the pack
• Lifelong learner: You’re curious, growth-minded, and always leveling up
• Tech-forward: You embrace new tools, love innovation, and thrive in a remote, digital environment