Prepare monthly, quarterly, and annual financial statements for small business clients, giving them the insights they need to succeed.
Manage a portfolio of clients, providing support with accounting, payroll, and basic software questions—all while building strong, professional relationships.
Deliver exceptional service with a focus on timely responses and dependable follow-through to keep things moving forward.
Maintain accurate practice management reports and handle sensitive business matters confidentially.
Work closely with teams in IT, payroll, tax, and consulting to provide seamless support and well-rounded service.
Spot opportunities for efficiency, recommend improvements, and contribute to the firm's continuous improvement culture.
Stay up to date with evolving accounting practices and technology, participate in trainings, and share your learning with the team.
Actively support firm-wide goals and embody our vision and core values in everything you do.

Associate’s degree in Accounting, Finance, or a related field preferred—but not required if you bring the skills and drive.
1–3 years in bookkeeping, accounting, or a related role is a plus, but we welcome enthusiastic learners ready to grow.
Strong proficiency in QuickBooks (especially QuickBooks Online). Certification is a bonus—or something you’re willing to pursue.
Confident using Microsoft Office (Word, Excel, Teams, Outlook) and quick to learn new tools and systems.
Clear, professional written and verbal communication is a must—especially when working with clients and teammates.

Medical, Dental, and Vision Insurance
Short-Term & Long-Term Disability and Life Insurance
Cafeteria/Section 125 Plan
Retirement/401(k): Employer match with 100% vesting on day one of eligibility
Paid Vacation: Starting at 2 weeks, available for use from day one
Paid Personal Time (PTO): 32 hours available to use from day one
Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Staff Accountant, QuickBooks

Key skills