Fourlane · 17 hours ago
Senior QuickBooks Implementation & Accounting Advisory Consultant (Remote)
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $95K/yr
7+ years expFourlane is a fully remote company specializing in accounting system implementations and financial consulting. They are seeking a Senior QuickBooks Implementation & Accounting Advisory Consultant to lead client projects, optimize financial systems, and provide expert guidance on various accounting software.
AccountingSoftwareSupply Chain Management
Responsibilities
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: Build and improve accounting workflows to streamline operations and enhance productivity
Lead System Implementations & Conversions: Manage system transitions to ensure seamless execution and long-term success
Project Management: Independently lead small-scale projects from initiation through completion
Client-Facing Consulting: Engage directly with clients to understand their needs and deliver tailored solutions
QuickBooks Training & Consultation: Provide hands-on training, troubleshooting, and optimization support
And monthly close with accuracy and consistency
Financial Operational Support: Conduct file assessments, maintain reconciliations, and assist with month-end close
Secondary Project Support: Collaborate as a secondary project manager on larger initiatives
Client File Management: Maintain accurate and organized client records
Client Engagement & Growth: Schedule and conduct client training sessions and ongoing services
Communication: Maintain strong written and verbal communication with clients and internal teams
Billable Utilization: Maintain a 90% billable utilization rate
Time Tracking: Accurately log billable and non-billable hours in the CRM
Time Management and Calendar Maintenance: Effectively manage your work calendar to optimize availability and facilitate company awareness of your schedule
Autonomous Client Management: Independently oversee client relationships, demonstrating initiative and proactiveness in delivering exceptional service
Utilization of Technology Tools: Leverage technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency
Qualification
Required
7-9 years of relevant accounting or consulting experience
Advanced knowledge of accounting principles and best practices
Experience with our technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency
Demonstrate expertise in a range of financial software including but not limited to QuickBooks Desktop, QuickBooks Online, Acumatica and NetSuite
Showcase past success in managing small teams, providing leadership, guidance, and support to team members to foster a collaborative and high-performing work environment
Utilize advanced Excel knowledge to analyze financial data, create insightful reports, and drive informed decision-making for clients
Build and improve accounting workflows to streamline operations and enhance productivity
Manage system transitions to ensure seamless execution and long-term success
Independently lead small-scale projects from initiation through completion
Engage directly with clients to understand their needs and deliver tailored solutions
Provide hands-on training, troubleshooting, and optimization support
Conduct file assessments, maintain reconciliations, and assist with month-end close
Collaborate as a secondary project manager on larger initiatives
Maintain accurate and organized client records
Schedule and conduct client training sessions and ongoing services
Maintain strong written and verbal communication with clients and internal teams
Maintain a 90% billable utilization rate
Accurately log billable and non-billable hours in the CRM
Effectively manage your work calendar to optimize availability and facilitate company awareness of your schedule
Independently oversee client relationships, demonstrating initiative and proactiveness in delivering exceptional service
Leverage technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency
Benefits
Fully remote work environment
Bi-weekly internet stipend
Company-issued laptop, monitors, headset, and software tools
100% employer-paid medical, dental, vision, and life insurance
401(k) with employer match up to 6%
Paid time off and flexible time off
Paid holidays
Charitable time off or employer-matched donations (up to $500 annually)
Professional development reimbursement
Wellness reimbursement
In-person and virtual company events
Company
Fourlane
Fourlane helps customers to solve complex business transactions with accounting, ERP and supply chain management software solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Adams
CMO
Company data provided by crunchbase