Staff Accountant

**Job Summary** The Account Manager is a client\-facing role responsible for managing and executing full\-cycle accounting tasks for multiple clients. This position involves ensuring timely and accurate completion of accounting functions while providing exceptional customer service, fostering client relationships, and upholding high\-quality standards. **Position Overview** * Full\-Cycle Accounting: Accurately complete key accounting tasks but not limited to accounts payable, accounts receivable, bank reconciliations, payroll, and other client\-specific requests, following the established Teamwork task lists. * Month\-End Close: Ensure month\-end processes are completed accurately, efficiently, and on time, with minimal review or corrections required from the CPA. * Quarter\-End \& Year\-End Close: Complete all quarter\-end and year\-end procedures according to the applicable checklists, ensuring tasks are finalized and shared with clients by the required deadlines. * Client Communication: Send weekly check\-in emails to each client, ensuring transparency and regular communication on hours worked, task status and any pending action items. * Client Support: Respond to all client inquiries and requests within 24 hours, resolving issues or concerns efficiently, and proactively addressing any challenges. Documentation \& SOP Management: * Maintain in real\-time accurate and up\-to\-date Standard Operating Procedures (SOPs) for each client, including relevant client bio documentation. * Complete a Quarterly review of all Standard Operating Procedures (SOPs) for each client ensuring all step\-by\-step procedures are accurate and up to date * Adhere to all new SOPs shared by management as processes change and evolve Client Satisfaction: Client Satisfaction: Support clients in a manner that consistently results in positive client feedback and an 80% client retention rate. * Metrics Tracking: Complete weekly metrics tracking, including budgeted hours, scope changes, and progress updates Budget Oversight: * For Billing purposes, proactively communicate with your manager and our internal accounting department about any budget variances, including hours over the agreed\-upon budget * For Client Relationship purposes, keep clients updated on hours worked in your weekly check\-in and get pre\-approval from clients when necessary to go over budget. Internal Communication \& Feedback: Proactively share any concerns, feedback, challenges, or opportunities for improvement with the manager to ensure continuous improvement in processes and service delivery. Team Collaboration: Attend and actively contribute to all company meetings, providing updates on client tasks and identifying potential areas of collaboration or support. Time Tracking: Ensure all time tracking policies are adhered to, including tracking time to the applicable task in Teamwork on a daily basis Task Management: Ensure all tasks \& action items are tracked in Teamwork daily, with no overdue tasks without proper supporting comments, explanations and manager approval. * Continuously exhibit actions that reflect and support the company’s core values: * Results, Ownership, Partnership, Flexibility, Optimism, Abundance, Client Focused * Strive for continuous professional growth and development, maintaining a focus on excellence in client service and internal processes. **Requirements** * Bachelor’s degree in Accounting, Finance, or related field (preferred). * 3\+ years of experience in accounting or bookkeeping, with a strong understanding of full\-cycle accounting processes. * Proficient with accounting software such as QuickBooks, ADP, and other relevant tools. * Proficient in Microsoft Excel, Google Sheets, and other accounting tools. * Strong communication skills, both written and verbal, with the ability to interact effectively with clients and internal team members. * Excellent organizational skills and attention to detail, with the ability to manage multiple client accounts simultaneously. * Ability to troubleshoot and problem solve, ensuring client requests are resolved promptly and accurately. * A fully equipped, distraction free home office. **Equal Employment Opportunity Statement**The Cash Flow CFO grants equal employment opportunities to all employees and applicants. It forbids discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy pertains to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **ADA Accommodation Statement** The Cash Flow CFO provides reasonable accommodation per the Americans with Disabilities Act (ADA) and applicable state and local law. If you require accommodation, please contact our HR department or Management. Pay: $24\.00 \- $28\.00 per hour Benefits: * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid sick time * Paid time off * Work from home Application Question(s): * Do you have experience Bookkeeping for a variety of industries? * This role is not compatible with maintaining or growing a personal bookkeeping business. Does that match with the type of role you are looking for? * 1\. This is a Staff Accountant position, not an independent contractor or consulting role. You would be joining our team of Staff Accountants and provide full\-charge bookkeeping services to our clients using our systems and processes. Does that match with the type of role you are looking for? * Does your desired compensation match the $24\-28/HR range we are offering for this position? Experience: * Quickbooks Online: 2 years (Required) * Full\-charge Bookkeeping: 3 years (Required) License/Certification: * Quickbooks ProAdvisor certification (Preferred) Work Location: Remote