Certified QuickBooks Bookkeeping Specialist

2 weeks ago


Chicago, Illinois, United States P&G Advisors, LLC Full time
Job Overview

About P&G Advisors, LLC

At P&G Advisors, we are dedicated to empowering small business owners to achieve significant growth and reach valuations of $10 million or more in the coming years. Our approach combines business coaching with comprehensive accounting and tax services to facilitate our clients' success.

We focus on supporting small to mid-sized enterprises across various sectors, including retail, services, manufacturing, and distribution. Our mission is to enable entrepreneurs to create valuable job opportunities within their communities.

Position Summary

As a Certified QuickBooks Bookkeeper, you will work closely with clients to help them understand their financial statements, improve profitability, scale their operations, and establish a lasting legacy.

Your role will involve regular meetings with small business owners, analyzing financial statements, developing strategies for profit enhancement, tax planning, cash flow management, and preparing clients for successful business transitions.

Key Duties

  • Oversee and ensure client satisfaction through comprehensive service delivery
  • Prepare and present year-end financial statements to clients
  • Facilitate the onboarding of new clients by organizing their financial documentation
  • Monitor daily tasks to ensure progress and accountability
  • Guarantee the quality and punctuality of all client-related deliverables
  • Support virtual CFO services, including budgeting and Profit First assessments
  • Assist with bookkeeping and tax-related responsibilities

Required Qualifications

  • Bachelor's degree in Accounting, Finance, or a related discipline
  • Advanced QuickBooks Pro Advisor Certification
  • A minimum of 3 years of accounting experience
  • Prior experience in an accounting firm setting
  • Excellent communication skills
  • Customer service experience
  • Strong organizational skills with the ability to enhance financial records
  • Experience in preparing financial statements
  • Ability to thrive in a fast-paced environment
  • Strong analytical and problem-solving abilities
  • Experience in managing teams
  • Proficiency in corporate and personal taxation
  • Experience with budgeting and financial forecasting
  • CPA designation is preferred

Benefits

  • Paid Time Off, Health, Dental, and Disability Insurance
  • 401k Matching and Bonus Opportunities

Core Values

  • Exhibit Humble Confidence
  • Commit to Continuous Learning and Growth
  • Prioritize Others
  • Maintain Integrity in All Actions
  • Honor Commitments

Hiring Process

Qualified applicants will participate in a video interview followed by a one-on-one video interview for selected candidates.

We look forward to welcoming you to our team and making a positive impact together.



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