Bookkeeping Advisor

Job Details

Job Location:

Rainbow Office – Las Vegas, NV 89107. Salary Range: $45,000.00 – $55,000.00.

To provide high‑quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. The role focuses on reviewing the categorization and coding of transactions to meet accounting standards and align with client needs, while guiding and supporting the team handling day‑to‑day bookkeeping tasks. A key focus is building strong client relationships through proactive communication, regular consultations, and account management.

The incumbent will understand each client’s unique business needs, address financial inquiries, and keep bookkeeping records accurate, up‑to‑date, and actionable.

• Onboard new clients, review their entities and business needs, and set expectations.
• Conduct monthly client check‑ins to gather documentation, address financial inquiries, and understand evolving business needs.
• Schedule and lead consultation meetings with clients.

• Maintain bookkeeping records for various client companies.
• Review client transactions to ensure accurate categorization and coding.
• Generate and interpret financial reports such as profit and loss, balance sheets, general ledger, and customized reports.
• Address past bookkeeping issues or inconsistencies to bring books up to date.

• Partner with the global team to ensure efficient client service delivery and fulfillment of client requirements.
• Perform any other duties assigned by company management from time to time.

• Integrity – Consistently demonstrates ethical behavior; addresses minor ethical issues independently; ensures confidentiality and privacy in complex situations.
• Accountability – Manages own workload and meets deadlines with minimal supervision; takes responsibility for project outcomes; proactively addresses issues and takes corrective actions.
• Customer Focused – Addresses customer needs independently; handles complex inquiries and complaints; seeks ways to improve customer satisfaction.
• Time Management / Organization – Plans and organizes work efficiently; balances multiple tasks and projects; uses advanced organizational tools.
• Communication – Communicates effectively in a variety of settings; tailors messages to audiences; facilitates productive discussions and meetings.
• Teamwork – Contributes to team goals; builds positive relationships with team members; resolves minor conflicts within the team.
• Self‑Motivated – Takes initiative to improve processes and outcomes; manages own workload; pursues continuous learning and development.

• Minimum 2 years of experience with Quick Books (Desktop and Online preferred).
• Bachelor’s Degree in Accounting or a related field.
• Moderate knowledge of Excel.
• Excellent time management skills.
• Experience managing at least 15 client accounts simultaneously.
• General accounting knowledge (understanding of debits and credits).
• High degree of accuracy and attention to detail.
• Experience communicating with clients regarding their company financials.

• Previous experience in a consulting firm or a related field.

• Client Satisfaction – measured by client feedback and satisfaction survey results.
• Efficiency – timely completion of administrative tasks and assignments.
• Communication – responsiveness to client communication within 24 hours and meeting monthly call expectations.
• Accuracy – accuracy in document preparation and data management.

• Hybrid work schedule balancing remote and in‑office work.
• Robust onboarding program providing in-depth knowledge of the organization, services, and products.
• Comprehensive medical, dental, vision, and short‑term disability coverage provided at no cost.
• 401(k) matching program.
• Generous paid time off: 16 days in the first year, 21 days after one year, plus 8 paid company holidays.
• $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.