Consulting Bookkeeper

Summary:

The Consulting Bookkeeper is a senior-level bookkeeping professional responsible for

providing high-level, comprehensive bookkeeping, financial management, and

advisory services to a diverse portfolio of clients. This role serves as a supervisor to

the Assistant Bookkeeper(s), overseeing the daily financial operations, ensuring

compliance, and delivering strategic insights. The Consulting Bookkeeper will lead

client engagements, manage projects, and actively participate in the development

and growth of Merritt Innovative Consulting & Advisory, LLC.

Responsibilities:

A. Leadership and Supervision

Supervise and mentor the Assistant Bookkeeper, delegating tasks, reviewing

work for accuracy and compliance, and supporting their professional

development.

Manage the workflow and capacity planning for all client bookkeeping

engagements within the team.

Serve as the primary point of escalation for complex client accounting issues

and discrepancies.

Lead regular team meetings to discuss client progress, procedural

improvements, and training needs.

Operational Backup: The Consulting Bookkeeper must be prepared to perform all

duties of the Assistant Bookkeeper when necessary due to staffing needs, high

workload, or coverage requirements. This ensures essential functions like

processing accounts payable/receivable and reconciliations continue without

interruption.

B. Consulting and Project Management

Lead client engagements from onboarding through completion, defining scope,

managing timelines, and ensuring deliverables meet client expectations and

firm standards.

Provide advanced operational and financial advisory services to clients, focusing

on process optimization, internal control implementation, and efficiency

improvements.

Develop and present strategic financial analyses and recommendations to

clients, using financial reports (e.g., balance sheets, income statements, cash

flow statements) to drive informed business decisions.

Identify opportunities to enhance client service delivery through the adoption of

new accounting software, technologies, and best practices.

Coordinate with external parties (e.g., CPAs, banks, legal counsel) on behalf of

clients for complex financial and compliance matters.

C. Advanced Bookkeeping and Financial Management

Oversee and ensure the accurate and efficient maintenance of financial records

for multiple clients, including:

Reviewing the processing of accounts payable and accounts receivable.

Verifying bank and credit card reconciliations.

Preparing, analyzing, and presenting complex financial reports.

Managing and finalizing month-end and year-end closing procedures.

Ensure strict compliance with Generally Accepted Accounting Principles (GAAP)

and all applicable accounting regulations across all client accounts.

Provide basic tax advisory services to clients, while being responsible for knowing

when to escalate or refer clients for complex tax advice or preparation services.

D. Business Development and Professional Growth

Actively participate in business development, including attending networking

events, leading sales calls, and creating presentations for prospective clients.

Identify and pursue strategic growth opportunities for MICA's accounting and

advisory services.

Maintain a high level of expertise by completing all required Continuing

Professional Education (CPE) hours in accordance with AICPA or firm standards.

E. Training and Development

Client Training: Develop and deliver structured training programs for clients on

the use of accounting software and guidance on basic accounting principles.

Staff Development: Provide continuous one-on-one coaching and training to

the Assistant Bookkeeper and other team members on advanced accounting

procedures, software functionalities, and client management best practices.

Continuous Learning: Lead the evaluation and implementation of new

accounting software and technologies, ensuring the firm remains at the

forefront of industry best practices and sharing knowledge with the team.

Qualifications:

Current NACBP Certification (Associate’s Degree preferred)

Minimum of 1 year of progressive experience in bookkeeping and financial

management, with at least 1-2 years in a supervisory role.

Demonstrated experience in a consulting and accounting firm environment is

highly desirable.

Expert proficiency in multiple accounting software programs (e.g., QuickBooks

Desktop/Online, Xero).

Proven ability to manage complex projects, meet deadlines, and deliver

executive-level presentations.

Exceptional leadership, mentoring, organizational, and client-facing

communication skills.

Microsoft Proficient: Proficiency in Microsoft Office Suite and Google Workspace

Technology Comfort: Comfortable using computers, learning new

software/systems quickly, and general digital office tools.

Excellent Communication: Strong verbal and written communication skills with

the ability to be professional and articulate.

Organized and On Time: Great at organizing, prioritizing tasks, and managing

time to meet deadlines in a remote environment.

Detail-Oriented: Pays close attention to small details to ensure a high level of

accuracy in all work.

Problem Solver & Independent: Must be able to work independently, figuring out

solutions to problems and requiring minimal supervision.

Confidentiality: Demonstrated ability to handle sensitive client and company

information with the highest level of discretion and integrity.

Background Check: Must be able to pass a background check with no criminal

history.