Accounting, Accounting Close, Accounting Software, Automation, Bookkeeping, Certified Public Accountant (CPA), Cloud Computing, Coaching, Communication Skills, Compensation and Benefits, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Financial Analysis, Financial Reporting, Financial Trend Analysis, Leadership, Mentoring, Problem Solving Skills, Process Improvement, Public Accounting, Reporting Skills, Team Player, Technical Accounting, Technical Delivery, Technical Leadership, Trend Analysis
Senior Bookkeeper – Client Advisory
Berndt CPA LLC | Wisconsin | In-Office / Hybrid (based on role)
Berndt CPA LLC is seeking a Senior Bookkeeper – Client Advisory to join our growing firm. This role is ideal for an experienced bookkeeping or accounting professional who excels beyond transactional work and thrives in a client-facing, advisory-driven environment. You will serve as a trusted partner to clients, combining strong technical accounting skills with communication, process improvement, and technology expertise to deliver insight-not just numbers.
This position serves as a trusted partner to clients, combining technical accounting expertise with strong communication, leadership, and a consultative mindset.
Key Responsibilities
- Lead and oversee accounting engagements for assigned clients, ensuring accuracy, timeliness, and consistency
- Serve as a primary advisor and relationship manager for clients, providing proactive guidance and financial insight
- Review and oversee month-end and quarterly close processes prepared by staff
- Analyze financial results and explain trends, risks, and opportunities to clients
- Leverage accounting technology and automation tools to improve workflows and client outcomes
- Identify opportunities for process improvement, system enhancements, and advisory services
- Collaborate with internal teams to deliver a high-level client experience
- Mentor and support accounting staff through review, coaching, and technical guidance
Qualifications
- Bachelor's degree in accounting or related field
- 5+ years of accounting experience (public accounting or client-facing experience preferred)
- Strong technical accounting knowledge and financial reporting experience
- Proven ability to manage client relationships and communicate complex information clearly
- Experience working in cloud-based accounting systems and technology-driven environments
- Strong leadership, organization, and problem-solving skills
Why Berndt CPA
- Consistently ranked Top 5 Small Business – Top Places to Work in Wisconsin
- Forward-thinking firm with a strong emphasis on technology, advisory services, and client experience
- Collaborative culture that values accountability, balance, and professional growth
- Competitive compensation and benefits, commensurate with experience
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.