Accountant- Client Services

This range is provided by Cardone Ventures. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $95,000.00/yr

Direct message the job poster from Cardone Ventures

Compensation: $80,000 to $95,000 annually

On-site

Location:

Miama, FL

Workplace Setting: Fully onsite

Position Summary

The Staff Accountant is a highly accountable and results-oriented professional who works directly with clients to provide exceptional financial support and guidance. In this dynamic, client-facing role, you will regularly interact with both our bookkeepers and clients to deliver accurate financial reporting, answer questions in real-time, and ensure our clients always have a clear understanding of their financial picture.

This role is dedicated to building strong advisory relationships with our clients while ensuring the seamless and accurate closing of their books each period.

About Cardone Ventures

Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

• 30 Days:
  You have completed a comprehensive onboarding program, gained familiarity with our systems, processes, and team dynamics, and built a strong foundation in our client service approach.
• 60 Days:
  You are confidently managing communications and deliverables for a select group of clients, demonstrating reliable accuracy and responsiveness in meeting their financial needs.
• 90 Days:
  You are independently overseeing a full book of business, serving as the primary point of contact for your clients and consistently delivering timely, high-quality financial insights.

• Work directly with business owners to help them improve financial transparency into their business
• Streamline workflows and SOP’s within a business
• Help clients understand their financial statements and how to use them for decision-making
• Provide ongoing support through monthly/weekly reviews of financials
• Perform reconciliations – monthly/quarterly/annually
• Ensure that monthly bank & credit card reconciliations are completed timely for month-end close deadlines
• Execute Accounts Receivables and Account Payables tasks for clients (i.e., paying bills, sending invoices, following‑up on past‑due invoices, etc.)
• Assist in the preparation of balance sheets, income statements, and other financial statements as requested from owners and CV financial stakeholders
• Update financial data in a timely manner and ensure it is accurate via weekly soft reconciliations
• Proactively identify, propose solutions, and/or communicate to the supervisor in a timely manner if the information is not accurate or the close deadlines will be missed
• Assist in coordinating the preparation and compilation of year‑end reporting, financial statements, and reconciliations for CPA firm, for tax return preparation
• Ensure that all clients in the book of business financials are closed by the 15th of the following month
• Hold client calls based on the clients scope of work.
• Perform peer reviews of clients financials within our department

• Ability to process and interpret accounts payable and accounts receivable
• Can manage bank and general ledger reconciliations as well as payroll processing
• Knowledge of best practices for performing month‑end closings
• Ability to track fixed assets and prepare depreciation schedules
• Understanding of how to prepare the trial balance
• Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)
• Working knowledge of Quickbooks Desktop and Quickbooks Online
• Ability to work with project management software (e.g.,Asana) and G‑Suite (Slides and Docs)
• Strong with numbers and figures and possession of analytical acumen
• Ability to work with multiple legal entities under different legal…