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If you want to join a growing and fun team, you are in the right spot.

 

Account Manager - Accounting Services Position
Full-time
 Hybrid of Bookkeeping & Advisory | QuickBooks Online Experience Required

Are you ready to join a remote, dynamic team where every day brings new challenges and opportunities?

We’re seeking a Strategy-Focused Account Manager to join our tight-knit crew and play a vital role in both the day-to-day financial operations and the big-picture growth strategies of our clients’ businesses.

In this role, you’ll go beyond data entry and reconciliations. You’ll partner with business owners to interpret financial reports, identify trends, and provide actionable insights that support their goals. You’ll work hand-in-hand with clients and internal teams, brainstorming innovative solutions, streamlining processes, and guiding them toward long-term success.

If you’re ready for a role that values both accuracy and insight, and a team that mixes professionalism with fun, we can’t wait to hear from you!

What you’ll do:

  • Set up, maintain, and reconcile client records in QuickBooks Online.

  • Perform core bookkeeping tasks including accounts payable (invoice validation, expense reports, proper account coding, sales tax filings), accounts receivable (invoicing, applying payments, collections), and monthly reconciliations.

  • Prepare timely, accurate reports using QBO, Microsoft Office, and/or Google Suite.

  • Analyze and interpret financial data to identify trends, opportunities, and areas for improvement.

  • Lead client financial reviews to explain metrics, helping them understand their numbers and make strategic business decisions.

  • Collaborate with clients to align financial processes with their business goals, offering proactive recommendations for efficiency and growth.

  • Build strong, professional client relationships through calls, virtual meetings, and written communication.

  • Manage multiple clients effectively through strong organization, prioritization, and time management.

  • Operate independently while staying connected to the team for collaboration and support.

  • Uphold confidentiality and accuracy in all work.

  • Other duties as assigned based on client needs.

What We’re Looking For:

  • Proficiency in QuickBooks Online.

  • Strong accounting knowledge & GAAP understanding.

  • Excellent organizational, communication, and customer service skills.

  • Attention to detail and high accuracy in all work.

  • Proficiency in Microsoft Office and Google Suite.

  • One or more of the following:

    • Associate’s degree in finance, accounting, or related field, or

    • Bookkeeping certification + 2+ years relevant experience, or

    • 5+ years bookkeeping/accounting experience.

  • Minnesota Metro Area or Western Wisconsin residency (monthly in-person meeting in Hastings, MN).

Why You’ll Love It Here:

  • Remote/work-from-home (M–F, 8:00 am–5:00 pm CST).

  • Full-time hourly W2 position, starting at 25 hours/week with a path to 40 within 90 days.

  • Company computer provided.

  • Monthly home office stipend.

  • 401k with employer match.

  • Paid training.
    Opportunities for advancement and personal development.

  • Work with a high-achieving, supportive, fun team.

  • Work that has a real, lasting impact for multiple clients and their teams.

Start date - ASAP