Sobre

About Us

• We are an accounting firm based in San Francisco California co-founded by Marina Kanushkina (MBA) and Margaret Schopp (CPA-US).
• We serve law firms.
• We are 100% remote and only occasionally meet with clients in their offices.
• Our goal is to provide law firm partners with better data and financial insights that help them manage their practices more effectively.
• We strive for growth, project a 25% increase annually while simultaneously improving the client experience (happy clients mean more referrals)
• We are very technology forward (ChatGPT was probably used to polish up this job description) and are constantly experimenting with new systems, tools, and processes.
• This is an opportunity for the right candidate to grow with us, evolve in their role and take on more leadership responsibilities as we expand.

About the role

• We need a client-focused accountant to join our team. In this role, you’ll be the main point of contact for a portfolio of clients—answering their questions, resolving accounting issues, and ensuring accurate financials. If you love a good puzzle, excel at critical thinking, and have the ambition to grow into a leadership position, we’d love to meet you!
• We believe that a relationship takes me, and therefore we are looking for someone with a long-term vision, someone who is passionate about making an impact as we scale.

What you'll do

• Act as main point of contact in a client-facing role.
• Manage and support multiple assigned clients simultaneously.
• Promptly reply to client emails and inquiries.

Handle and respond to one-off client requests, such as

• Business license renewals.
• Workers compensation audits.
• Client customer history (income and profitability).
• Retirement strategies.
• Bank loan applications.
• Regulatory compliance.
• Participate in Zoom meetings with clients when needed.
• Ensure accurate and timely financial statements prior to client distribution.
• Review the work of those bookkeepers.
• Assign one-off tasks to the Philippine team, if appropriate.
• Give courteous but constructive feedback on work product to ensure high-quality and consistency across all clients.
• Ensure compliance with SOP's.

Skills

• QBO ProAdvisor Certified.
• Review financial statements and identify possible errors.
• Resolve any posing errors, adjust SOP's if appropriate.
• Investigate fluctuations in financial statements.
• Run canned Excel reports for clients.
• Review monthly reconciliations and resolve reconciling items.
• Improve processes with an eye towards effectiveness, improve controls and consistency across clients.