Job Description

Location: Austin, TX or Virtual / Telecommute TX, LA, CT, OH, KY, AZ
Job Type: Full Time / Salaried

General Overview

  • QuickBooks training, consulting, troubleshooting, plus some bookkeeping duties.
  • Interacting with clients on workflow and financial setup.
  • Excel tie out work
  • Works with clients in a post-sales capacity.

Responsibilities

Consultant will support existing clients with QuickBooks training and consultation, including software and process troubleshooting. The position also includes bookkeeping and accounting services for the hiring company, including but not limited to accounts receivable, accounts payable, reconciliation, and monthly closes. Managing projects on your own, or communicating any difficulty to your team and team leader. 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 log your hours used as timecards in the CRM system. Other functions may be assigned as business conditions change.

Skills, Experience, and Knowledge

Required

  • QuickBooks experience 5+ years
  • 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
  • Excellent oral and written communication skills
  • Excellent customer support skills
  • Ability to work independently within a team dynamic without constant supervision

Preferred All Minimum Skills and Experience Qualifications, plus:

  • Consulting Firm or CPA firm experience
  • QuickBooks Advanced Certification or QuickBooks ProAdvisor Certification
  • Software implementation experience a plus
  • Software data conversion / migration experience a plus

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

Education College Graduate

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