Bookkeeping Relations Specialist in Cornholme

This is a fantastic opportunity to work from the comfort of your own home. We are excited to offer a fully remote position with a reputable and thriving company. The annual salary for this position is $60,000.

Guidant Financial has been empowering entrepreneurs and supporting small businesses for over 23 years. Our goal is to empower you as we empower the entrepreneurs we assist, enabling a meaningful impact on their success and your career path.

At Guidant, we empower employees to make a genuine difference for our clients and their professional paths. We emphasize ownership through accountability, innovative problem-solving, and diligent follow-through.

Our Values

• Adaptability: Embracing change as a superpower; you are ready to seize opportunities to adapt and inspire others.
• Connection: Building meaningful connections; elevating others is key to growth and empowerment.
• Excellence: Thrive outside your comfort zone, constantly seek improvement, and let curiosity drive better outcomes.

Role Summary

As a Bookkeeping Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.

This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once.

What You’ll Be Doing

• Lead onboarding meetings and guide clients through their service setup and expectations.
• Educate clients on accounting best practices and software (e.g., QuickBooks Online).
• Support technical setup including bank feeds, integrations, payroll imports, and account connections.
• Manage client communications, answering questions related to accounting, services, pricing, and processes.
• Help clients navigate product changes, including upgrades, downgrades, and billing adjustments.
• Proactively manage client workflows and timelines to ensure a smooth onboarding experience.
• Resolve client issues and prevent escalations through strong problem-solving and communication.
• Collaborate with internal teams to coordinate client needs and improve processes.
• Build a strong understanding of small business operations across various industries.

What Makes You Successful

• You can simplify complex topics for clients.
• You stay organized and proactive in a fast-paced environment.
• You take ownership of client experience and outcomes.
• You’re comfortable working independently while collaborating with a team.

Requirements

• Must be 18 years of age.
• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience (multi-client environment preferred).
• Robust understanding of small business accounting and tax services.
• Proficiency in QuickBooks Online (certification preferred).
• Excellent communication skills—both written and verbal.
• Robust organizational skills with the ability to manage multiple clients at once.
• Critical thinking, problem-solving, and attention to detail.
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams).

Additional Requirements

• Must pass a background check.
• Must meet work from home requirements to qualify.
• Complete continuing education based upon current certifications.

Work from Home Requirements

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work environment. These requirements include a designated workspace (such as a home office) where you can concentrate and be productive, and reliable high-speed internet to ensure seamless communication and collaboration.

Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
• Growing Together: Ongoing training, career development opportunities, and supportive leaders; more than 20% of our organization has been promoted in the past three years.
• Wellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off plus 11 Paid Holidays.
• Flexible Work Arrangements: Work from your home office with the necessary equipment provided.
• An Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events.
• Empowering Equity and Inclusion: An inclusive work environment that values employee voices and active participation.