Consulting Bookkeeper

Merritt Innovative Consulting & Advisory, LLC provides bookkeeping, financial management, and advisory services to a diverse portfolio of clients. The Consulting Bookkeeper leads client engagements, oversees bookkeeping operations and assistant bookkeepers, ensures compliance, and provides financial analysis and strategic recommendations.

What you'll do:

• Supervise and mentor the Assistant Bookkeeper, delegating tasks, reviewing work for accuracy and compliance, and supporting their professional development
• Manage the workflow and capacity planning for all client bookkeeping engagements within the team
• Serve as the primary point of escalation for complex client accounting issues and discrepancies
• Lead regular team meetings to discuss client progress, procedural improvements, and training needs
• Operational Backup: The Consulting Bookkeeper must be prepared to perform all duties of the Assistant Bookkeeper when necessary due to staffing needs, high workload, or coverage requirements. This ensures essential functions like processing accounts payable/receivable and reconciliations continue without interruption
• Lead client engagements from onboarding through completion, defining scope, managing timelines, and ensuring deliverables meet client expectations and firm standards
• Provide advanced operational and financial advisory services to clients, focusing on process optimization, internal control implementation, and efficiency improvements
• Develop and present strategic financial analyses and recommendations to clients, using financial reports (e.g., balance sheets, income statements, cash flow statements) to drive informed business decisions
• Identify opportunities to enhance client service delivery through the adoption of new accounting software, technologies, and best practices
• Coordinate with external parties (e.g., CPAs, banks, legal counsel) on behalf of clients for complex financial and compliance matters
• Oversee and ensure the accurate and efficient maintenance of financial records for multiple clients, including:
• Reviewing the processing of accounts payable and accounts receivable

What they're looking for:

• Current NACBP Certification
• Minimum of 1 year of progressive experience in bookkeeping and financial management, with at least 1-2 years in a supervisory role
• Expert proficiency in multiple accounting software programs (e.g., QuickBooks Desktop/Online, Xero)
• Proven ability to manage complex projects, meet deadlines, and deliver executive-level presentations
• Exceptional leadership, mentoring, organizational, and client-facing communication skills
• Proficiency in Microsoft Office Suite and Google Workspace
• Comfortable using computers, learning new software/systems quickly, and general digital office tools
• Strong verbal and written communication skills with the ability to be professional and articulate
• Great at organizing, prioritizing tasks, and managing time to meet deadlines
• Pays close attention to small details to ensure a high level of accuracy in all work
• Must be able to work independently, figuring out solutions to problems and requiring minimal supervision
• Demonstrated ability to handle sensitive client and company information with the highest level of discretion and integrity