Innovative CPA Solutions, LLC is a boutique firm that strives to provide unparalleled, white glove accounting & tax services to business clients. Our vision is to offer personalize financial solutions that empower our clients to achieve success with confidence, precision, and care. We are looking for a detail-oriented and organized Bookkeeper to join our team and support our team. If you have a passion for numbers, accuracy, and financial integrity, we invite you to apply!
What's the role?
Our Accounting Team Members are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes:
- Providing full-charge bookkeeping services to multiple clients using QuickBooks.
- Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements.
- Providing QuickBooks Online support and consulting, including training clients on managing their records in QB on an as-needed basis.
- Supporting the client by providing a catch-up of the year's financial activity to produce the tax return.
Managing a book of business and delegating work to other CAS team members
Key Responsibilities:
- Compile and process payroll for multiple clients
- Maintain an orderly accounting filing system to ensure accurate record-keeping.
- Recording, organizing, and maintaining financial data by posting information into QuickBooks Online accounting software from key source documents, including customer invoices, cash receipts, and vendor invoices
- Ensure compliance with local, state, and federal government reporting requirements.
- Conduct monthly bank reconciliations and periodic reconciliations of all accounts to ensure accuracy.
- Provide clerical and administrative support to management as needed.
- Maintain strict confidentiality in handling financial and business information.
Additional Requirements:
- Proven ability to multitask efficiently, managing multiple priorities while maintaining accuracy and attention to detail.
- Demonstrates composure and professionalism in high-pressure or fast-paced environments, effectively handling stressful situations.
- Strong verbal and written communication skills in English, with the ability to convey information clearly in person, over the phone, and in written correspondence.
Skilled in building and maintaining positive working relationships with managers, peers, and cross-functional teams, fostering a collaborative and productive work environment
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:
- Onsite, hybrid, or remote work arrangements.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like?
· This role supports our office hours of Monday-Friday 8a-5p with a steady workflow. Positions starts out at part time with the potential of growing to fulltime, depending on your availability. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March - May-September The office closes at noon on Fridays for summer hours.
Innovative CPA Solutions, LLC is a growth-oriented CPA firm. We provide quality, personalized financial guidance to individuals and business in a variety of industries. We develop/ implement Tax and Wealth strategies for our clients through much more than just “accounting and tax prep” – although we still provide a full range of services to support businesses such as tax preparation, business planning/ advisory and accounting service. We embrace the ideal work/life balance including flexible schedules and outstanding opportunities for professional growth!
