Quickbooks Accounting Consultant

QuickBooks Accounting Consultant H2R CPA

Firm Overview:
Headquartered in western Pennsylvania for more than 65 yearsH2R CPAis a locally owned and managed accounting firm dedicated to providing outstanding value exceptional client service experiences and building long term trusted relationships with our clients. We take great pride in possessing the expertise resources and depth of knowledge of a large accounting firm while offering the personalized attention and character of a smaller accounting practice. At H2R you are not just a number or a name; your opinion matters and your voice is heard. H2R has the strategic vision to remain a regionally independent firm and is committed to implementing the resources technology and succession planning to achieve this goal long-term.

To learn more about our firm please visit our website: QuickBooks Accounting Consultant will play a critical role in ensuring accurate and timely financial information forming a foundation for tax compliance reporting and advisory services for our small business clients. Qualified candidates will possess strong general accounting skills and technology savviness ideally with QuickBooks products and AI tools.

The ideal candidate will have significant opportunity for growth within the firm and should be interested in being viewed as a reliable resource for accounting and Quickbooks support by our clients and internal team members alike. This is a hybrid role in our Greentree office with significant flexibility.

• Work with clients assigned from your supervisor by providing services including stand-alone bank and credit card reconciliations payroll data input full monthly closes QuickBooks data entryaccount analyses and general bookkeeping.
• Build relationships and generate communications with clients to address service needs questions and concerns; send monthly reports and analyses schedule needed site visits and address any other needs that may arise during the accounting cycle.
• Providing consulting Quickbooks training and bookkeeping services to clients.
• Perform monthly and periodic write-up work for small business clients.
• Prepare and post journal entries; identify discrepances or inconsistencies in client records.
• Assist in converting client records into adjusted trial balances within CCH Engagement
• Work closely with tax professionals to ensure a smooth transition from books to tax return preparation.
• Overseeing client relationships and managing projects effectively.
• Additionally the person in this role should also be motivated to achieve or hold QuickBooksProAdvisor Status to help generate new business through the ProAdvisor search platform.

• 7 yearsof experience directly related to bookkeeping accounting and client service in roles ofprogressive responsibility required.
• 7 years of experience in public accounting or relevant bookkeeping experience required.
• Associates degree or equivalent relevant experience required; Bachelors degree or otherequivalent relevant experience preferred.
• A reputation for providing exceptional service practical advice and a commitment to helpingclients succeed.
• Proven ability to manage multiple client engagements simultaneously while maintaining a highstandard of quality.
• At least one relevant QuickBooks certification completed or in process required; must be licensedwithin one year of employment as approved by the firm.
• Experience with CCH Engagement or other similar trial balance software considered a plus.