Client Accounting Specialist

C² Accounting is looking for a full-time or part-time Client Accounting Specialist to support small business and nonprofit clients with accurate, timely, care-centered bookkeeping.

This role is ideal for an experienced Quick Books Online bookkeeper who enjoys clean systems, clear communication, recurring client work, and helping business owners feel more confident about their numbers. Depending on experience, this role may also support cleanup work, payroll coordination, sales tax workflows, budgeting, nonprofit bookkeeping, client onboarding, and process improvement.

C² Accounting is a growth-minded, education-forward accounting firm rooted in wisdom and grown with care. We are looking for someone who brings accuracy, calm, ownership, humility, and a genuine desire to help clients and teammates succeed.

Key Responsibilities

• Manage recurring weekly and monthly bookkeeping workflows for assigned clients.
• Review, code, and categorize transactions in Quick Books Online with accuracy and consistency.
• Reconcile bank, credit card, loan, and other balance sheet accounts as assigned.
• Complete monthly close checklists and prepare basic reporting packages for review.
• Identify missing documentation, unusual transactions, duplicate entries, and potential misclassifications.
• Draft clear, kind, and professional client questions and follow-up messages.
• Escalate unclear or higher-risk items to the appropriate C² reviewer.
• Support client onboarding, cleanup work, payroll coordination, sales tax workflows, budgeting, and nonprofit bookkeeping depending on experience.
• Follow C² Accounting SOPs, email and documentation standards, workflow deadlines, and client care expectations.
• Help improve recurring processes as C² Accounting continues to grow.

Required Qualifications

• 3+ years of bookkeeping, client accounting, or small business accounting experience preferred.
• Experience completing bank and credit card reconciliations independently.
• Ability to manage recurring monthly deadlines across multiple clients.
• Clear written communication and comfort asking clients for missing information.
• Comfortable meeting with clients virtually.
• Strong attention to detail and willingness to follow documented processes.
• High integrity with confidential client financial information.
• Calm, teachable, dependable, and comfortable working in a small-firm environment.

Preferred Qualifications for Stronger Candidates

• 5+ years of bookkeeping or client accounting experience.
• Quick Books Online Pro Advisor certification or willingness to complete it after hire.
• Experience managing multiple bookkeeping clients at once.
• Experience with monthly close, cleanup projects, payroll, sales tax, budgeting, and nonprofit bookkeeping.
• Ability to spot P&L and balance sheet issues before review.
• Comfortable communicating directly with clients and managing follow-up items.
• Ability to help improve SOPs, train others, or support client onboarding.

Working Style We Are Looking For

C² Accounting needs someone who can both move work forward and finish it. In Working Genius terms, this role needs Galvanizing and Tenacity behaviors.

• Galvanizing behavior: initiates appropriate follow-up, keeps missing information moving, communicates clearly when work is stuck, and brings steady energy to deadlines without creating drama.
• Tenacity behavior: closes loops, finishes recurring work, documents what is done, protects monthly deadlines, and does not need constant chasing to complete assigned work.

Culture Fit

This is not a fit for someone who is easily irritated by client questions, unclear information, or repeated follow-up. We serve clients with patience, clarity, kindness, and professionalism.

C² is a small, relational, education-forward firm. The right person will care about accuracy and people, stay steady when follow-up is repetitive, and communicate without sharpness, dismissiveness, or visible frustration.

Position Snapshot

• Compensation: $25–$31/hour, depending on experience, demonstrated skill, and level of client accounting ownership
• Location:
  
  C² may consider qualified candidates in the western Twin Cities / Chanhassen area and the greater Menomonee Falls / Waukesha County area, depending on final…