Senior Bookkeeper - Client ManagerIntegro

CleanBooks is Integro’s accounting division. It handles bookkeeping, payroll, reconciliations, and financial reporting for a variety of clients across different industries. 
We’re looking for an experienced bookkeeper who enjoys working directly with clients and wants to take ownership of those relationships. In this role, you’ll be the main point of contact for a group of CleanBooks clients, working alongside our bookkeepers to make sure every client receives accurate, on-time work. You’ll review financials before they go out, keep deadlines and open items on track, and help clients understand their numbers. A strong understanding of cash and accrual financial statements is essential, along with the confidence to communicate clearly with business owners.

• Manage a portfolio of assigned clients and serve as their primary point of contact.

• Hold regular client meetings to review financials, answer questions, and set expectations.

• Review reconciliations, month-end close, payroll, tax prep and financial statements before they are delivered to clients.

• Coordinate with bookkeepers to assign work and make sure it is completed correctly and on time.

• Track and follow up on outstanding client items, documents, and deadlines.

• Support onboarding of new clients, including setup and the initial cleanup review.

• Identify additional services clients may need, within CleanBooks or across Integro.

• 3+ years of Accounting or bookkeeping experience.

• Strong understanding of financial statements (cash and accrual).

• Able to understand accounting work well enough to review it.

• Comfortable working with QuickBooks and other technology.

• Strong communication and relationship-building skills.

• Strong problem-solving skills.

• Able to work independently and take ownership of client relationships.

• Ability to manage multiple clients, deadlines, and outstanding items.

Integro is a business development company dedicated to accelerating growth and optimizing strategy for our clients. Our main goal is to help businesses thrive, and we bring professional coaching, marketing, finance, and software solutions together under one roof.

 At Integro, we believe work can be exciting and fulfilling! If you’re eager to thrive in a dynamic environment and take on challenges that push you to the next level, this company is for you!

• Leads with a reputation of being hungry to keep growing personal and team player skills.

• In all areas, exhibits humility to encourage and showcase the team over self.

• Strong interpersonal skills with good judgment in group settings and professional interactions.

• Able to hold your own in a Nerf gun battle!

• PTO

• Paid holidays

• Parental leave

• Flexible Education Perk

• Professional development 

*We don’t currently offer health insurance or retirement benefits 

• This role has a busy season from December through February, which may include overtime paid at time and a half for hours over 40 per week. Summer months offer more flexibility.

• Benefits are currently limited to those listed above. We’re working to expand our offerings, but this may not be the right fit for candidates who need comprehensive benefits right now.