Senior QuickBooks Software Consultant

at  Fourlane

Telecommute: This is a 100% Virtual / Remote work environment
Job Type: Full-Time / Exempt/ Salaried
Salary Range: $70-95K per year base + quarterly bonus opportunities

REQUIRED SKILLS:

• Experience with our technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency.
• 7-9 years of relevant experience
• Advanced knowledge of accounting practices and principles
  This is a fully remote role. However, you must reside in one of the following states:
  Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, North Dakota, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, Wyoming

• Financial Software Expertise: Demonstrate expertise in a range of financial software including but not limited to QuickBooks Desktop, QuickBooks Online, Acumatica and NetSuite.
• Team Management: Showcase past success in managing small teams, providing leadership, guidance, and support to team members to foster a collaborative and high-performing work environment.
• Excel Proficiency: Utilize advanced Excel knowledge to analyze financial data, create insightful reports, and drive informed decision-making for clients.
• Design and Implement Accounting Processes: Demonstrate expertise in designing and implementing efficient accounting processes to streamline operations and enhance productivity.
• Lead System Implementations/Conversions: Utilize your experience to lead system implementations and conversions, ensuring seamless transitions and optimal performance.
• Project Management: Lead small-scale projects independently from initiation to completion while ensuring adherence to timelines and deliverables.
• Client-Facing Engagement: Utilize your past success in client-facing roles to engage with clients, understand their needs, and provide tailored solutions that exceed expectations.
• Delivering QuickBooks Training and Consultation: Empower existing clients through personalized training sessions and expert consultation, resolving software glitches and refining operational processes to enhance efficiency.
• End-to-End Bookkeeping and Accounting Services: Execute diverse accounting duties including accounts receivable, accounts payable, reconciliations, and monthly financial closures, ensuring accuracy and compliance at every stage.
• Financial Operational Support: Perform File Assessments for clients by maintaining accuracy in bank and credit card reconciliations, handling AP and AR transactions accurately, and assist in month-end close preparation.
• Secondary Project Management: Collaborate as a secondary project manager on larger initiatives, contributing your expertise to ensure successful outcomes.
• Client File Management: Maintain meticulous records in client databases, ensuring data integrity and accessibility.
• Client Engagement and Acquisition: Proactively schedule appointments with potential clients for training sessions and ongoing services, fostering new opportunities and expanding our client base.
• Effective Communication: Utilize strong written and verbal communication skills to engage with prospective clients, as well as internal colleagues and managers, fostering collaboration and alignment.
• Maintaining High Billable Utilization: Aim to maintain a billable utilization rate of 90% by efficiently allocating your time and resources to client-facing activities.
• Timely Hours Logging: Diligently record your work hours in our CRM system, ensuring accurate tracking of billable and non-billable activities.