Role Overview:

The Accountant plays a key role in coordinating and communicating clients' financial stories using a strategic technology stack and process flow. They work closely with clients to provide valuable financial insights and ensure accurate, timely reporting.

Key Responsibilities:

1. Coaching Calls: Educate clients on their financial position using key metrics such as gross profit, inventory turnover, and financial trends.

2. Review Bookkeeper’s Work: Ensure the accuracy of transactional data, maintain software integrations, and provide feedback to bookkeepers.

3. Balance Sheet and Reporting: Ensure accurate reflection of clients’ financials, handle adjustments, and verify reconciliations.

4. Control Accounting Processes: Implement and monitor process improvements and communicate necessary changes to clients.

5. Manage Software Stack: Optimize clients’ technology platforms and recommend additional tools.

6. Sales Tax Compliance: Set up and manage effective sales tax systems to ensure client compliance.

7. Payroll Management: Oversee payroll processes, recommend HR platforms, and ensure compliance with federal and state laws.

8. Inventory Management: Advise on inventory handling and recommend suitable platforms.

9. Internal Meetings: Participate in regular meetings to review client objectives, provide training, and ensure priority alignment.

Meetings and Collaboration:

• Regular one-on-ones with the Director of Accounting and Bookkeepers.

• Bi-monthly Accounting Division Huddles for training and process updates.

Scope Management: Ensure client services align with agreements and manage changes with the Director of Accounting.

Qualifications:

• Bachelor’s degree in Accounting or related field.

• Minimum of 3 years of Client Accounting Services experience or 5 years at Ignite Spot.

• Advanced QuickBooks Online certification and proficiency in relevant apps and project management tools.

• Strong communication, organizational, and adaptability skills.

• Experience working directly with clients and in a remote environment.

Certifications: Must maintain certifications within the Ignite Spot software stack, with the option to pursue additional certifications with approval.