Quickbooks Accounting Consultant

QuickBooks Accounting Consultant – H2R CPA

Firm Overview:
Headquartered in western Pennsylvania for more than 65 years, H2R CPA is 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: https://www.h2rcpa.com/vision/

Overview
The QuickBooks Accounting Consultant will help our clients gather, analyze, and understand how the data they collect will impact their company’s operations, finances, and cash flows. 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 developing deep accounting, finance, and business consulting skills. This is hybrid role in our Greentree office with significant flexibility.

• Work with clients assigned from your supervisor by providing services including stand-alone bank reconciliations, payroll data input, full monthly closes, QuickBooks data entry, account 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, training, and bookkeeping services to clients.
• Assisting with file setup, cleaning up bookkeeping errors, and training clients on how to effectively use QuickBooks.
• Performing monthly bookkeeping, reconciliations, and reviewing financial statements for tax preparation.
• Overseeing client relationships and managing projects effectively.
• Additionally, the person in this role should also be motivated to achieve or hold QuickBooks ProAdvisor Status to help generate new business through the ProAdvisor search platform.

• 7+ years of experience directly related to bookkeeping, accounting, and client service, in roles of progressive responsibility required.
• 7+ years of experience in public accounting or relevant bookkeeping experience required. 
• Associate’s degree or equivalent relevant experience required; Bachelor’s degree or other equivalent relevant experience preferred.
• A reputation for providing exceptional service, practical advice, and a commitment to helping clients succeed.
• Proven ability to manage multiple client engagements simultaneously while maintaining a high standard of quality.
• At least one relevant QuickBooks certification completed or in process required; must be licensed within one year of employment as approved by the firm.