Quick Summary
Meet with clients regularly to review financials, answer questions, and provide clear, actionable advisory insights. Help clients understand financial statements, job costing, cash flow,
We are an innovative and expanding online bookkeeping and CFO firm looking for a remote Client Accounting Advisor to join our virtual team. In this role, you will work with
multiple clients, with a focus on advisory, client meetings, and helping business owners
understand and act on their financial data.
We provide accounting and advisory services to landscaping businesses.
This is a great opportunity if you are looking to grow along with us, build strong client relationships, and make a difference in the green industry! All employees work remotely and will continue to do so for the long term.
Responsibilities
~1 min read- →Meet with clients regularly to review financials, answer questions, and provide clear, actionable advisory insights.
- →Help clients understand financial statements, job costing, cash flow, and overall performance to support informed decision-making.
- →Identify accounting and operational bottlenecks (e.g., AR issues, workflow gaps, job costing errors) and guide clients toward solutions.
- →Support client budgeting, forecasting, financial planning, onboarding, and high-level cleanup/catch-up work.
- →Oversee and perform bookkeeping and accounting in QuickBooks, including reconciliations and compliance with accounting standards.
- →Assist with job costing, AP/AR, revenue recognition, and other controller/CFO-level support for assigned clients.
- →Proactively address issues and ensure smooth communication between clients and our accounting team.
- →Support and help train our staff on accounting best practices and client needs.
Ability to meet deadlines.
- Strong communication skills and a willingness to meet with clients in an advisory capacity.
- Proficient in Microsoft Office and experienced with QuickBooks.
- Minimum of 4 years' experience working with multiple clients, and at least a Bachelor's in Accounting/Business preferred.
- Ability to learn new online software and comfortable using technology (video chat software, email, spreadsheets, apps, etc.).
- Enjoy the fast pace and personality of entrepreneurial business owners.
- Commitment to handling sensitive information with the utmost care and in compliance with HIPAA and other privacy regulations
- Ability to work effectively within a team, helping to contribute to the overall success of the department and company
At Clark Outsourcing, we’re redefining what it means to work in a BPO. This isn’t your regular office setup - it’s where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you’ll have to experience it yourself to believe it.
Here’s what’s in store for you:
What We Offer
~1 min readAt CO, it’s not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can’t wait to welcome you to the team!
Location & Eligibility
Listing Details
- First seen
- October 5, 2026
- Last seen
- October 5, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 56%
- Scored at
- October 5, 2026
Signal breakdown
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