Manage all bookkeeping tasks for assigned clients (weekly/monthly/quarterly)
Reconcile bank and credit card transactions; code, analyze, and post journal entries
Prepare monthly financial statements and related reporting
Collaborate with the CAS team on financial analysis
Assist with AP/AR, payroll reconciliation, sales tax filings, and 1099 preparation
Clean up and improve client books; help clients adopt better processes
Reconcile books to third‑party systems and troubleshoot discrepancies
Become proficient in QuickBooks Desktop and Online (ProAdvisor certification within 2 months if not currently held)
Participate in CAS innovation initiatives: testing automation tools, developing AI literacy, refining workflows
Work with curiosity, confidentiality, professionalism — and a sense of fun

4+ years of relevant full-charge bookkeeping or small‑business accounting experience
High school diploma/GED required; additional accounting coursework a plus
Experience working with multiple clients at once (public firm experience helpful)
Proficiency with business software; comfort learning new tools
Strong communication skills — verbal, written, and with non‑accounting audiences
Ability to analyze data, solve problems, and make sound recommendations
A collaborative mindset and commitment to excellent client service
A valid, insurable driver’s license (occasional local travel)
Curiosity, adaptability, and enthusiasm for tech‑enabled accounting

401(k) profit sharing with immediate vesting
Generous paid time off
Health, dental, vision & disability insurance
Incentive program for sales leads
Robust ongoing training (including BDO resources, AI/automation upskilling, and more)

Client Accounting Associate

Key skills