Job Description
We're Hiring: Accountant & Financial Reviewer (Client-Facing) Are you the rare accountant who loves both numbers and people? Do you enjoy helping clients understand their financials - and making complex numbers make sense?
We're looking for an exceptional Accountant who can:
•Dive deep into financials and uncover insights
•Spot inaccuracies and ensure spotless reporting
•Communicate clearly, confidently, and kindly with our clients
•Make financial conversations approachable, even enjoyable
•Meet deadlines and stay organized by following our proven systems
•Collaborate closely with the team and never hesitate to ask questions
About Us: We believe great accounting is more than reports and reconciliations - it's about being a proactive, reliable partner our clients can count on. We're not just accountants - we're trusted advisors, problem solvers, and a responsive part of our clients' team. We combine real human connection with cutting-edge technology to deliver clear answers, quick responses, and smart advice that helps our clients run their businesses with confidence.
The Role: As our
Accountant & Financial Reviewer , you will:
Review client financial statements for accuracy and clarity
Provide clear, jargon-free insights to help clients understand their numbers
Build trusted relationships through regular client conversations
Meet deadlines and stay organized by following our awesome, proven systems
Collaborate constantly with our internal team to share knowledge and solve problems
? Ask questions, stay curious, and seek support when needed to deliver the best for our clients
Think you'd be a great fit? We'd love to hear from you - let's start the conversation!
Requirements You'll thrive in this role if you: Have 3+ years of accounting or financial review experience
Are confident communicating financial concepts to non-financial people
Have a sharp eye for detail and a love of clean, accurate reports
Enjoy building professional, personable client relationships
Are comfortable working in a fast-paced environment with shifting priorities
Have strong experience with
QuickBooks Online (QBO) Value teamwork, meeting deadlines, and following proven systems to stay organized
Aren't afraid to ask questions and believe in continuous learning
Embrace modern tools and technology to work efficiently
Benefits Competitive compensation
In-office work environment with hybrid flexibility
Bay Club gym membership
Access to the latest technology and tools
Professional development and training opportunities
Fun, supportive, and growth-oriented team culture
Opportunities to sharpen both technical and client relationship skills
Paid time off and holidays
Health, dental, and vision insurance
401(k) with company match
Celebration bonuses as the business thrives - we love sharing success with the team! Books To Go Bookkeeping
Job Tags
Work at office, Shift work,