Expert bookkeeper / accountant to lead bookkeeping practice – Upwork


Head of Bookkeeping at fast growing financial advisory firm. Ideally someone who has grown and scaled bookkeeping clients before.

PHG is an advisory firm offering strategic CFO services for family-owned businesses in the US. PHG assists companies with accounting/bookkeeping, strategic finance such as forecasting/budgeting, implementing key performance indicators and other strategic advisory services.  Primary focus is roofing companies with revenues between $8-45mm. PHG also has a buyside M&A arm where it works with blue-chip multibillion dollar private equity firms

Position: Head of Bookkeeping

Qualifications:
Years of experience: 8+
Formal education in accounting required
Expert in Quickbooks required
Fluent speaker comfortable with client interactions
Reason for hire: Growth and ability to serve more clients. Looking for a strong leader, self learner, and accounting expert to lead our bookkeeping function

Responsibilities:
– Managing client communication of monthly close process
-Manage and maintain the books for assigned clients reporting under cash or accrual basis, ensuring accuracy and compliance with accounting standards
– develop standard bookkeeping playbook with clear process and SOP
– Manage client onboarding
– Manage cleanups
– manage cash to accrual conversion
– Establish and maintain job costing
– Familiarity with bill.com a plus
– manage WIP adjustments
– manage cash and credit card reconciliations
– GAAP accounting
– Chart of account restructure  
– CRM to Quickbooks
– Variance analysis
– Devlop journal entries
– AR / AP management
– Fixed asset register and depreciation management

Hourly Range: $15.00-$20.00

Posted On: July 17, 2024 00:18 UTC
Category: Accounting
Skills:GAAP, Bookkeeping, Bank Reconciliation, Accounting, Intuit QuickBooks, Accounts Receivable, Financial Accounting, Accounting Basics, Accounts Payable, Balance Sheet

Skills: GAAP, Bookkeeping, Bank Reconciliation, Accounting, Intuit QuickBooks, Accounts Receivable, Financial Accounting, Accounting Basics, Accounts Payable, Balance Sheet
Country: United States

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