Bookkeeper360 · 4 weeks ago
Senior Accountant - Client Accounting
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services. The Senior Accountant will manage client relationships and be responsible for delivering accounting services, overseeing bookkeeping tasks, and ensuring financial reporting accuracy.
Responsibilities
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
Qualification
Required
3-5 years of experience overseeing the work of bookkeepers or staff accountants
Bachelor's degree in Accounting, or a related field (BS/MS/MBA preferred)
Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
Cloud-based accounting experience
Public accounting experience
Consulting experience
Expertise in accrual basis financial reporting
Preferred
A passion for helping small businesses
Benefits
Comprehensive benefits package including medical, dental, vision, and 401K with employer match
Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
Fully remote workplace
Unlimited PTO after the first year
Company paid holidays
Virtual team-building activities and other company-wide events
Collaborative team-based work environment
Career path and advancement opportunities - company policy of promoting from within
Company
Bookkeeper360
Bookkeeper360 is a fintech accounting solution for small businesses.
Funding
Current Stage
Growth StageTotal Funding
$4.3M2022-08-18Seed· $2.5M
2021-01-14Seed· $1M
2019-07-01Pre Seed· $0.35M
Recent News
2025-12-11
Cache Ventures
2023-08-25
2022-08-19
Company data provided by crunchbase