Join Our Innovative Team as a Client Onboarding Accountant/Bookkeeper
Job Overview
We are a forward-thinking startup located in Arizona, committed to transforming the landscape of bookkeeping and tax services for small businesses. Our mission is to empower small enterprises to utilize their financial data for informed decision-making, effective loan due diligence, and improved investor relations. As a Client Onboarding Accountant/Bookkeeper, you will be integral in facilitating a smooth onboarding experience for our clients, ensuring their transition to our services is efficient and effective.
Key Responsibilities
- Spearhead the onboarding journey for new clients, guaranteeing a seamless interaction from initiation to completion.
- Assist in refining onboarding processes to elevate client experiences and enhance internal workflows.
- Collaborate with high-value clients to maximize their accounts within our bookkeeping platform.
- Engage with clients to address inquiries, collect pertinent information, and elucidate financial data as required.
- Work alongside our team to design impactful technology solutions within the onboarding framework.
- Contribute to assessing the financial viability of upcoming product initiatives.
Required Skills
- Proven experience in onboarding or establishing new bookkeeping clients.
- At least 3 years of expertise in cash and accrual bookkeeping.
- Minimum of 3 years in public accounting focused on small to medium-sized businesses.
- Demonstrated professionalism and exceptional customer service abilities.
- Experience collaborating with product and/or software engineering teams.
- Strong critical thinking and problem-solving capabilities.
- Ability to thrive in dynamic environments while simplifying complex data for business owners.
- Excellent organizational skills and a willingness to mentor and be mentored.
Qualifications
- A bachelor’s degree in business, accounting, mathematics, finance, or economics is preferred.
- Candidates with substantial accounting experience but without formal education are welcome to apply.
- 5+ years in public accounting or finance, managing accounting and financial operations.
- Significant proficiency with QuickBooks Online and the ability to adapt to new systems swiftly.
Career Growth Opportunities
At our company, you will encounter unique avenues for career advancement and professional development within a rapidly evolving organization. You will be encouraged to apply critical thinking and foster innovative solutions as part of your role.
Company Culture And Values
We pride ourselves on being a collaborative and close-knit team comprising CPAs, engineers, tax preparers, product designers, and marketers who uplift one another while maintaining open lines of communication. Our work environment fosters creativity and supports small businesses in thriving.
Networking And Professional Opportunities
Joining us means engaging in a network of talented professionals and accessing valuable skill development opportunities, enhancing your career trajectory in the finance and bookkeeping industry.
Compensation And Benefits
- Competitive salary commensurate with experience.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with company matching.
- Generous vacation and paid time off policy.
- Opportunities for ongoing professional development and continuous learning.
Apply Today
We look forward to welcoming you to our team, where together we will build impactful solutions for small businesses.
Employment Type: Full-Time
