Junior / Staff Accountant, Client Accounting Services

Location: 100% Remote
Salary Range: $1.800 - $2,800 Usd Based on Experience

Employment Type: Independent Contractor Agreement
Schedule: Monday–Friday, 9:00 AM – 5:00 PM ET

Reports to: Supervising CPA, Client Accounting Services

About the Company

We are a specialized consulting and accounting firm that supports agencies serving individuals with developmental and intellectual disabilities, autism spectrum disorder, and other special needs. For these agencies, we handle the detailed administrative, fiscal, and accounting work — accounting, bookkeeping, revenue cycle management, cost reports, budgets, reimbursement analysis, waiver requests, and state reporting — so their clients can focus on delivering quality care.

This role sits within our Client Accounting Services team — the group that maintains the day-to-day books for these agency clients.

About the Role

We are a growing the Client Accounting Services practice and hiring an accountant to own the ongoing books for a portfolio of client agencies. You will work directly under a CPA and, because these are client-facing engagements, you will have regular exposure to the clients themselves — so clear communication and a professional presence matter as much as technical accuracy.

This is not a data-entry seat. You are the person who keeps each client's financials clean, current, and audit-ready month over month, and who can explain what the numbers mean. The role rewards someone who takes ownership, catches issues before they become problems, and can be trusted to run their book of clients with limited hand-holding.

Key Responsibilities

Client Bookkeeping & Monthly Close (QuickBooks Online)

Maintain accurate, current books for an assigned portfolio of client agencies in QuickBooks Online
Record and categorize transactions, reconcile bank and credit card accounts, and complete monthly close
Keep each client's ledger clean and ready for review by the supervising CPA

Accounts Payable & Expense Management

Manage accounts payable and approval workflows (Bill.com, Ramp)
Classify and monitor key expense categories such as rent and overhead, ensuring accurate coding
Reconcile corporate card activity and flag anomalies

Payroll Support

Process and reconcile payroll and coordinate with client contacts (ADP, Gusto)

Financial Reporting & Analysis

Prepare and interpret Profit & Loss statements and other financial reports for clients and the CPA
Regroup income statement items to meet specific client and state reporting requirements
Deliver clean, decision-ready financials on a predictable monthly cadence

Compliance & Audit Support

Help clients meet state-specific financial reporting requirements for their programs
Prepare financial data for audits, cost reports, and inspections as needed
Serve as an accuracy check against source records, surfacing discrepancies early

Data Integrity & Documentation

Validate financial data before submission and reconcile discrepancies
Maintain organized records of analysis, methodologies, and reporting processes for internal use and continuity

Client Communication

Communicate directly and professionally with clients on the status of their books and reporting
Translate financial detail into clear answers a non-accountant client can act on

Required Qualifications

Bachelor's degree in Accounting, Finance, Economics, or a related field (or equivalent hands-on experience)
2+ years of hands-on, full-cycle QuickBooks Online experience
Excellent written and spoken English, with a polished, client-ready communication style
Strong Microsoft Excel skills (formulas, pivot tables, data analysis)
Solid working knowledge of core financial statements, particularly P&L

Preferred Qualifications

Experience with any of Ramp, Bill.com, ADP, and Gusto
Background in an outsourced accounting, bookkeeping, or client accounting services firm managing multiple clients at once
Exposure to US GAAP and to nonprofit, grant-funded, or government-reimbursed program accounting
Familiarity with state-specific financial forms and compliance reporting

Junior / Staff Accountant (CAS) - 20444