Consulting Bookkeeper

About Merritt Innovative Consulting & Advisory LLC
Merritt Innovative Consulting & Advisory, LLC (MICA) is a Houston-based accounting consulting firm that helps small businesses and non-profits take control of their finances. We go beyond traditional bookkeeping-we serve as trusted business advisors who help our clients spot financial problems before they become catastrophes and identify opportunities for growth they might otherwise miss.

Our services include fractional CFO and advisory services, bookkeeping, tax planning, cash flow management, strategic business coaching, and operational consulting. We believe business owners deserve more than just clean books—they deserve the right information at the right time to make confident decisions.

At MICA, we're building a team of reliable, detail-oriented professionals who take ownership of their work and genuinely care about helping clients succeed. If you're looking for a role where your contributions matter and you can grow with a firm that values accountability, flexibility, and doing right by clients, we'd love to hear from you.

The Consulting Bookkeeper is a senior-level bookkeeping professional responsible for providing high-level, comprehensive bookkeeping, financial management, and advisory services to a diverse portfolio of clients. This role serves as a supervisor to the Assistant Bookkeeper(s), overseeing the daily financial operations, ensuring compliance, and delivering strategic insights. The Consulting Bookkeeper will lead client engagements, manage projects, and actively participate in the development and growth of Merritt Innovative Consulting & Advisory, LLC.

• Supervise and mentor the Assistant Bookkeeper, delegating tasks, reviewing work for accuracy and compliance, and supporting their professional development.
• Manage the workflow and capacity planning for all client bookkeeping engagements within the team.
• Serve as the primary point of escalation for complex client accounting issues and discrepancies.
• Lead regular team meetings to discuss client progress, procedural improvements, and training needs.
• Operational Backup:
  The Consulting Bookkeeper must be prepared to perform all duties of the Assistant Bookkeeper when necessary due to staffing needs, high workload, or coverage requirements. This ensures essential functions like processing accounts payable/receivable and reconciliations continue without interruption.

• Lead client engagements from onboarding through completion, defining scope, managing timelines, and ensuring deliverables meet client expectations and firm standards.
• Provide advanced operational and financial advisory services to clients, focusing on process optimization, internal control implementation, and efficiency improvements.
• Develop and present strategic financial analyses and recommendations to clients, using financial reports (e.g., balance sheets, income statements, cash flow statements) to drive informed business decisions.
• Identify opportunities to enhance client service delivery through the adoption of new accounting software, technologies, and best practices.
• Coordinate with external parties (e.g., CPAs, banks, legal counsel) on behalf of clients for complex financial and compliance matters.

• Oversee and ensure the accurate and efficient maintenance of financial records for multiple clients, including:
  • Reviewing the processing of accounts payable and accounts receivable.
  • Verifying bank and credit card reconciliations.
  • Preparing, analyzing, and presenting complex…