Small Business Accountant/QuickBooks Advisor

Job Description

Job Description

Description:

Summary of Job Description

Accounting Aid Academy is seeking a Small Business Accountant to provide accounting, bookkeeping, QuickBooks, and advisory services to entrepreneurs and small business owners. This role helps clients establish sound financial management practices, maintain accurate financial records, improve cash flow management, and make informed business decisions.

The ideal candidate combines strong technical accounting skills with a passion for educating and supporting small business owners. Responsibilities include QuickBooks setup and training, account reconciliations, financial statement preparation, tax support, client coaching, and business development activities.

Key Responsibilities:

Small Business Accounting & Advisory

• Provide one-on-one and group coaching to small business owners on accounting, bookkeeping, and financial management best practices.
• Implement and configure QuickBooks Online for clients, including chart of accounts design, banking integrations, customer/vendor setup, and internal controls.
• Train clients on QuickBooks usage, bookkeeping procedures, and financial reporting.
• Perform and review bank, credit card, loan, and balance sheet reconciliations.
• Analyze bookkeeping records, identify discrepancies, and recommend corrective actions.
• Prepare, review, and explain monthly and annual financial statements, including:

-Profit & Loss Statements

-Balance Sheets

-Cash Flow Statements

• Assist clients with bookkeeping cleanup, month-end close activities, and financial reporting.
• Educate business owners on interpreting financial statements and using financial data to support decision-making.
• Support clients in improving accounting processes and implementing efficient financial systems.

Tax & Compliance Services

• Assist with small business tax preparation, compliance, and filing requirements.
• Support clients in maintaining records necessary for tax reporting and regulatory compliance including Michigan Sales Tax.

Education & Community Engagement

• Develop and facilitate workshops, presentations, and training programs on:
• QuickBooks Online
• Bookkeeping best practices
• Financial statement preparation and analysis
• Cash flow management
• Budgeting and forecasting
• Small business tax topics
• Build relationships with small business support organizations, community partners, and economic development stakeholders.
• Participate in networking events and community outreach activities throughout Southeast Michigan.

Client & Program Support

• Maintain accurate client records, engagement metrics, and reporting information using internal systems and Google Workspace applications.
• Support departmental initiatives, special projects, and organizational goals.
• Contribute to a collaborative, innovative, and client-focused team environment.

Experience and Qualifications

Successful candidates will possess all or many of the following qualifications and/or skills:

Minimum Requirements:

• Bachelor's degree in Accounting, Finance, or related field.
• QuickBooks ProAdvisor Level II certification.
• Minimum of three (3) years of experience providing accounting, bookkeeping, tax, or consulting services to small businesses.
• Advanced proficiency in QuickBooks Online.
• Experience with account reconciliations, financial statement preparation, and bookkeeping review.
• Strong understanding of accounting principles and small business financial operations.
• Excellent communication, presentation, and client relationship management skills.
• Proficiency with Microsoft Office Application ( i.e. Excel Pivot tables), Google Workspace, and accounting software applications.

Preferred

• Enrolled Agent (EA) credential.
• Experience providing training, workshops, or educational programming.
• Experience working with entrepreneurs and businesses in underserved communities.
• Knowledge of small business tax compliance and reporting requirements.

Other Duties

• Strong written, presentation (oral) and project development skills
• Familiarity with the tri-county area (Detroit-Metro) and the culture of these areas
• Strong written and oral communication skills
• Ability to work evenings and Saturdays as needed
• Ability to work in a collaborative and open concept environment
• Agile, forward thinking, and willingness to engage in, and take the lead on, special projects with outcomes that exceeds expectations

Physical and Work Environment Requirements:

• Ability to sit, stand, and work at a computer for extended periods of time.
• Ability to communicate effectively in person, virtually, and by telephone.
• Ability to travel locally throughout Southeast Michigan for client meetings, workshops, networking events, and community outreach activities.
• Ability to work occasional evenings and Saturdays as required by program and client needs.
• Ability to lift and transport training materials, presentation equipment, and program supplies up to 20 pounds.
• Ability to work in a hybrid, collaborative, and fast-paced work environment

Equal Employment Opportunity Statement

Accounting Aid Society is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, protected veteran or military status, and other categories protected by federal, state or local law.