Accounting Intern, Client Site Support

About Overhead Solutions Group

Overhead Solutions Group is a Forbes-recognized CPA firm serving nonprofit organizations, grant-funded entities, and mission-driven businesses. We help our clients strengthen their accounting systems, prepare for audits, meet grant and compliance requirements, and produce financial information they can use.

We are a small firm, so the work here is not narrow. People own their projects, work directly with clients, and see how a whole engagement fits together.

We hire and promote against five values: Excellence, Accountability, Integrity, Preparedness, and Impact.

The Role
We're looking for an accounting or finance student who wants hands-on bookkeeping and audit experience. You'll spend most of your time on-site with clients in and around Waukegan. You'll organize their financial records, reconcile accounts, and help get their books ready for close and audit. You'll report to [Supervisor name] and check in regularly with our accounting team.

What You'll Do

• Travel to client sites, mostly in Waukegan and Lake County


• Collect, scan, and upload receipts, invoices, and statements


• Attach supporting documents to transactions in the accounting system


• Find missing documentation and follow up with clients to get it


• Reconcile bank, credit card, and other balance sheet accounts


• Research and resolve reconciliation differences


• Review transactions for proper documentation and coding


• Help with month-end and year-end close


• Prepare schedules and documents requested by auditors


• Keep electronic accounting and audit files organized


• Keep the OSG team updated on the status of your work

What You'll Learn

• QuickBooks Online and other cloud accounting systems


• Bank and credit card reconciliations


• Month-end and year-end close


• Documentation standards and audit preparation


• Nonprofit and small business accounting


• Working directly with clients

This internship is a good fit if you're aiming for a staff accountant, audit associate, or client accounting role after graduation.

What You Need

• Currently pursuing a degree in accounting, finance, business administration, or a related field


• Completed or currently taking introductory accounting


• Strong organization and attention to detail


• Comfortable handling confidential financial records


• Able to work independently and follow set procedures


• Clear written and verbal communication


• Basic Excel or Google Sheets skills


• Reliable transportation to client sites in the Waukegan and Chicago area

Nice to Have

• Bookkeeping, accounting, or administrative experience


• QuickBooks Online experience


• Familiarity with bank and credit card reconciliations


• Interest in nonprofit accounting, audit, or public accounting