Senior Client Advisor, Bookkeeper360
Client Accounting
$70-90k
+ Variable Compensation
Bookkeping for small businesses
Open for applications
Bookkeping for small businesses
21-100 employees
Open for applications
$70-90k
+ Variable Compensation
21-100 employees
Company mission
To empower small business owners with real-time financial data to make growing their business easier.
Role
Who you are
- Driven and accountable: You take initiative, own your results, and strive for excellence
- People-centered: You lead with empathy, humility, and collaboration
- Hustle mindset: You’re motivated, competitive, and ready to lead the pack
- Lifelong learner: You’re curious, growth-minded, and always leveling up
- Tech-forward: You embrace new tools, love innovation, and thrive in a remote, digital environment
- A passion for helping small businesses
- 3-5 years experience overseeing the work of bookkeepers or staff accountants
- Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
- Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
- Cloud-based accounting experience
- Public accounting experience
- Consulting experience
- Expertise in accrual basis financial reporting
What the job involves
- This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services
- Manage client relationships weekly and monthly
- Is the primary point of contact for Bookkeeper360 clients
- Interact with business owners, providing them monthly financial reviews, or, as needed by the client
- Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
- Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc
- Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
- Reconcile tax returns to books and records
- Deliver exceptional service on time and on budget
- Complete any back work projects in an efficient, timely manner
- Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
- Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
- Set up and manage cloud technology integrations
- Review workflow and business operations, and make technology and app recommendations to increase efficiencies
Our take
For small businesses, managing account and financial services can be challenging and time-consuming. Bookkeeper360 aims to help by offering a diverse suite of tools that streamline small businesses' financial and accounting processes. These include major pain points such as taxation and payroll.
SMBs have long been underserved by fintechs, whose solutions are generally aimed at large-scale businesses. As such, demand for solutions such as Bookkeeper360's is riding high, and the company has built a customer base of thousands of US small businesses and been featured as one of Inc. 5000's Fastest Growing Companies for several years in a row.
Bookkeeper360's main challenge will be competing with other emerging fintech solutions aimed at small businesses. However, the company's impressive funding success is testament to the value-adding potential of its technology.
Freddie
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Aug 2022
$3.5m
SEED
Jan 2021
$1m
SEED
Total funding: $5.5m
Company benefits
- Medical, Dental and Vision Benefits
- Paid Family Leave
- Work Life Balance
- Company Provided Equipment
- Unlimited PTO
- Career Advancement Opportunities
Company HQ
Oyster Bay, Woodbury, NY
Leadership
Nicholas Pasquarosa
(Founder & CEO)Has been a Contributing Writer for the Forbes Technology Council since 2016. Is an Advisor at Gusto and Xero.
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