CounselFi is a leading all-in-one finance solution that specializes in providing financial advisory and bookkeeping services to small and medium-sized businesses. We are currently seeking a highly motivated and detail-oriented individual to join our team as a Customer Success Accountant. In this role, you will be organizing all of the onboarding docs for new clients as well as the initial accounting and finance plan and bookkeeping cleanup before handing off the client to the ongoing accounting relationship team.

The ideal candidate for this position is a self-motivated and detail-oriented individual with a solid understanding of accounting principles and practices. Strong analytical skills, excellent communication abilities, and a customer-centric mindset are essential to succeed in this role. If you are passionate about accounting and enjoy working in a dynamic and collaborative environment, we would love to hear from you.

Responsibilities

Responsible for onboarding clients and transitioning them from the Sales Team to the Client Services Delivery Team
Develop and maintain strong relationships with clients, serving as their backup point of contact for all accounting-related matters
Provide timely and accurate accounting support and advice to clients, ensuring compliance with accounting standards and regulations
Prepare and analyze financial statements, ensuring accuracy and completeness of financial data
Reconcile financial transactions and resolve any discrepancies or issues identified
Work with the Account Managers to ensure all projects and tasks are being completed in a timely and correct manner
Identify opportunities for process improvement and automation to enhance efficiency and effectiveness of accounting services
Maintain up-to-date knowledge of accounting principles, regulations, and best practices to provide expert guidance and recommendations to clients

Bachelor's degree in Accounting or related field
Certified Public Accountant (CPA) designation strongly preferred
Minimum of 1 year of experience in accounting or financial analysis
Strong understanding of Generally Accepted Accounting Principles (GAAP) and accounting regulations
Proficient in using accounting software and modern financial tools
Proficient in Quickbooks Online and Excel
Excellent analytical and problem-solving skills
Strong attention to detail and accuracy
Excellent communication and interpersonal skills

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Customer Success Accountant