Small Business Accounting Specialist

6 days ago


Philadelphia, Pennsylvania, United States THRV Capital Inc. dba CounselFi Full time

About the Position

The Small Business Accounting Specialist role at CounselFi requires a strong background in bookkeeping and compliance. In this position, you will be responsible for managing the daily bookkeeping functions for a portfolio of clients, ensuring accurate and timely financial information is delivered. As a key member of our team, you will guide clients from sales handoff through onboarding and throughout their entire client journey.

Key Responsibilities

  • Manage daily bookkeeping functions, including accounts payable, accounts receivable, and bank reconciliations.
  • Serve as the primary point of contact for clients, ensuring a smooth and consistent experience.
  • Process payroll and ensure compliance with federal, state, and local regulations.
  • Prepare and deliver financial reports, including balance sheets, income statements, and cash flow statements.
  • Collaborate with clients and internal teams to provide seamless support and financial insights.

Qualifications

  • Minimum 5 years of experience in bookkeeping roles, preferably managing multiple clients in an accounting or bookkeeping firm.
  • Proficiency in QuickBooks Online is required, and familiarity with payroll systems and other accounting tools is a plus.
  • Excellent verbal and written communication skills, with the ability to explain financial data clearly to non-financial stakeholders.
  • A proactive mindset with a knack for identifying inefficiencies and implementing solutions.

Why Choose CounselFi?

CounselFi offers a competitive salary in the range of $40,000 - $50,000 annually, based on experience, along with a flexible work environment and a supportive and collaborative culture. This opportunity allows you to make a meaningful impact on small businesses and grow within a fast-growing, innovative company.



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