Outsourced Staff Accountant/Bookkeeper

Our Client is an innovative accounting firm headquartered near Dallas, Texas, with a strong focus on leveraging cloud-based technology and automation to streamline financial processes.

Established nearly 10 years ago, the firm prides itself on a client-first approach, delivering tailored, high-quality support designed to simplify and optimize accounting for its clients.

Rooted in values that place their people at the top of the list, Our Client specializes in serving small to mid-sized businesses, helping them achieve long-term growth and sustainability. Their mission is to promote meaningful change by delivering financial clarity and value through cutting-edge services.

Role Overview: Outsourced Accountant/Bookkeeper

Our Client is searching for an experienced Outsourced Accountant/Bookkeeper to join their team.

In this role, you will serve as a key partner to clients, managing their financial needs and ensuring smooth, efficient accounting operations. You’ll collaborate with a talented team to provide hands-on support, strategic insights, and solutions for clients across multiple industries.

Success in this position will be defined by your ability to maintain strong client relationships, deliver timely and accurate financial reporting, and contribute to process improvements that elevate the client experience.

Key Responsibilities

• Build and maintain relationships with a portfolio of 20-30 clients, serving as their trusted accountant.
• Oversee the delivery of monthly accounting tasks, including financial reports, reconciliations, and cash flow analysis.
• Perform bookkeeping functions such as payroll processing, bill payments, and client-specific reporting.
• Partner with other team members to ensure client expectations are met and financial needs are addressed efficiently.
• Streamline client onboarding processes, including reviewing existing systems, establishing workflows, and integrating new cloud-based tools.
• Utilize cloud accounting software and AI tools to improve accuracy, reduce manual workloads, and enhance service delivery.
• Hold regular client meetings to review financial performance, discuss challenges, and identify opportunities for improvement.
• Actively participate in refining service offerings and contributing to the growth of the firm by sharing insights and ideas.
• Stay aligned with the company’s core values and ensure exceptional service delivery in every client interaction.

Ideal Candidate Profile

• Strong interpersonal and communication skills with the ability to foster trust and collaboration.
• At least 2-5 years of experience in cloud-based accounting or bookkeeping roles, preferably coming out of another outsourced bookkeeping, accounting or public accounting environment.
• Advanced proficiency with QuickBooks Online (QBO); experience with additional cloud-based accounting platforms is a plus.
• Highly organized and capable of managing multiple client accounts and projects simultaneously.
• Analytical thinker with a focus on solving problems and identifying opportunities for operational efficiency.
• Experienced in serving a range of clients, particularly those using cash-basis accounting methods.
• Passionate about leveraging AI and other modern tools to improve the quality of accounting services.
• Self-motivated, team-oriented, and eager to grow with a dynamic accounting firm.

Location, Compensation, and Other Details

• Fully remote position, with headquarters based in the Dallas, Texas area. Candidates located anywhere in the U.S. are welcome to apply.
• Competitive salary range of $70,000 to $75,000, depending on experience and cultural fit.
• The position is available for immediate hire, with a preference for onboarding before March 2024.
• Flexible work schedule averaging around 35-40 hours per week, with peak periods during the first week of each month.
• Our Client offers a supportive, growth-oriented environment that values work-life balance, professional development, and team collaboration.