Certified QuickBooks Bookkeeper
2 weeks ago
About P&G Advisors, LLC
At P&G Advisors, we are dedicated to supporting numerous small business proprietors in achieving valuations of $10 million or greater within the next decade. Our team operates as business success coaches, with our accounting and tax services serving as essential tools to help our clients realize their ambitions.
We focus on collaborating with small to mid-sized retail, service, manufacturing, and distribution enterprises. Our mission is to empower entrepreneurs to foster job creation within their communities.
Position Summary
As a Certified QuickBooks Bookkeeper, you will work closely with our clients, enabling them to understand their financial reports, improve profitability, grow their businesses, and create a lasting impact.
Your duties will encompass regular meetings with small business owners, analyzing financial reports, strategizing for profit enhancement, tax planning, cash flow management, and preparing clients for successful business transitions.
Core Responsibilities
- Oversee and ensure the satisfaction of a dedicated client portfolio through comprehensive service
- Prepare and present year-end financial statements to clients
- Facilitate the onboarding process for new clients by organizing their financial documentation
- Review daily operations to ensure consistent progress
- Guarantee the quality and timeliness 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
- Excellent communication skills
- Customer service experience
- Ability to organize and enhance financial records
- Experience in preparing financial statements
- Comfortable working in a fast-paced environment
- Strong problem-solving abilities
- Experience in team leadership
- 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 Structure
Our Core Values
- Be Humbly Confident
- Continuously Learn and Grow
- Put Others First
- Integrity in Everything We Do
- Keep Promises
Recruitment Process
Applicants will participate in a video interview followed by a one-on-one video interview for selected candidates.
We look forward to welcoming you aboard and making a difference together.
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