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
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.
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
We’d love to hear from you — let’s start the conversation!
Requirements
✅ 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!
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