Job Description

Location: Austin, TX or Virtual / Telecommute TX, LA, CT, OH, KY, AZ – Other Virtual Offices could be opened
Job Type: Full Time / Salaried

General Overview

  • QuickBooks training, consulting, troubleshooting, plus some bookkeeping duties.
  • Onboarding, organizing, and system setup of clients.
  • Acting as primary Project Manager on projects involving multiple Consultants.
  • Interacting with clients and advising regarding CFO / Controller role and duties.
  • Works with clients in a post-sale capacity.


  • Consultant will support existing clients with QuickBooks training and consultation, including software and process troubleshooting.
  • The position also includes bookkeeping and accounting creation services, including but not limited to accounts receivable, accounts payable, reconciliation, and monthly close process setup
  • Managing projects on your own, or communicating any difficulty to your team and team leader.
  • Acting as Primary Project Manager on projects involving multiple Consultants.
  • Maintain accurate information in client files.
  • Make appointments with new clients for training and other on-going services.
  • Independently manage the clients and create opportunity.
  • Use effective written and verbal communication skills externally with prospective clients, and internally with colleagues and managers.
  • Use our online project management system as a key part of the communication of progress and status of pipeline and potential customers.
  • Meet or exceed expected client billable goals.
  • Diligently logging your hours used as timecards in the CRM system.
  • Other functions may be assigned as business conditions change.

Skills, Experience, and Knowledge


  • QuickBooks Enterprise experience years
  • QuickBooks desktop (Pro/Premier) 5+ years
  • At least one of these certifications: QuickBooks Desktop Advanced Certification or QuickBooks Online Advanced Certification
  • Controller or Management experience
  • Intermediate to advanced Microsoft Excel knowledge
  • Intermediate accounting knowledge
  • Intermediate project management skills
  • Confidence in creating and managing multiple complex projects from beginning to end
  • Intermediate PC/computer knowledge
  • Microsoft Office proficiency
  • Energetic, confident, team player, motivated to succeed
  • Excellent oral and written communication skills
  • Ability to work independently within a team dynamic without constant supervision
  • Managing multiple complex projects
  • Excellent customer support skills
  • Software implementation experience
  • Software data conversion / migration experience


  • Consulting Firm or CPA firm experience

Ideal Candidate:

  • Diligent and dedicated
  • Consistent
  • Good customer relations
  • “Owns” the project and customer
  • Energetic, confident, team player, motivated to succeed
  • Ability to work independently within a team dynamic without constant supervision


Bachelor’s degree or higher

Fourlane Benefits

  • Employer-Paid Medical, Dental/Vision, and Life Insurance
  • 401(k) and PTO
  • Limited Office Expense Reimbursement
  • Tuition/Training/Membership Payment Program
  • Work from Home
  • Flex hours for Consultants
  • Company laptop, monitor, phone, etc.
  • Opportunity to participate in company sponsored charity events