What are the responsibilities and job description for the Account Manager/Bookkeeper position at Deitz Consulting LLC?
Job Title: Account Manager
Company: Deitz Consulting
Location: Bryan, Texas
About Us:
Deitz Consulting is a leading small business bookkeeping and consulting company that builds financial confidence through every dollar. We specialize in dedicated account management, on time and accurate financial reporting, and consistent follow up and follow through to ensure our clients' are empowered for financial success.
Job Description:
Our Account Managers should be highly motivated and detail-oriented. They are responsible for managing client accounts, ensuring clear communication, accurate financial reporting, effective project management, and documentation of standard operating procedures.
They adhere to and consistently grow in our core values of:
- Excellence Is The Norm because we don’t just pursue excellence, we maintain excellence in all we do and work to continuously improve.
- No Surprises because our clients and team trust us to tell the good, the bad, and the ugly. We are open and honest.
- Every Dollar because we care about every dollar and know that the work we do can impact our client’s and employees livelihoods and future.
- Bookkeeping Is Not An Emergency because we have the wisdom to set priorities and work with experience towards a resolution.
- Captain Of Your Own Ship because we take ownership and responsibility of ourselves and our work which in turn builds confidence with our team and our clients.
Responsibilities:
- Client Communication: Serve as the primary point of contact for assigned clients, maintaining regular communication to understand their financial needs and provide exceptional service.
- Financial Reporting: Prepare and review financial statements, including balance sheets, and income statements, ensuring accuracy and compliance with relevant regulations.
- Project Management: Coordinate and manage various bookkeeping projects for clients, including payroll processing, and accounts payable/receivable management.
- Standard Operating Procedures (SOPs): Develop and document standard operating procedures for bookkeeping processes to ensure consistency, efficiency, and compliance with company standards.
- Relationship Building: Cultivate working relationships with clients, understanding their business objectives and providing financial support and insight into their books.
- Problem Solving: Proactively identify and resolve any issues or discrepancies in client accounts, demonstrating a solutions-oriented approach to ensure client satisfaction.
- Team Collaboration: Collaborate with other account managers, operational manager, and business owner in order to improve operational efficiency.
- Continuous Improvement: Stay updated on accounting software improvements, and best practices, continually seeking opportunities to grow in knowledge and experience.
Requirements:
- Bachelor's degree in Accounting, Finance, Business Administration, or relevant work experience.
- Proven experience in account management, financial reporting, project management, and SOP documentation.
- Strong understanding of accounting principles and financial reporting.
- Proficiency in QuickBooks Online
- Excellent communication skills, both written and verbal, with the ability to effectively communicate complex financial information to clients.
- Exceptional organizational skills and attention to detail.
- Experience with Google Workspace (preferred).
- Ability to work independently and collaboratively.
Job Type: Full-time
Pay: $18.00 - $21.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $18 - $21