SB Consultant

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🕒 December 9, 2025

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EInsightful

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2018

🤝 B2B

☁️ SaaS

B2B • Management Consulting • SaaS

EInsightful is a management consulting firm dedicated to helping businesses achieve operational excellence. By utilizing a proven approach, they partner with clients to maximize their business potential through services such as operations planning, compliance and quality assurance, bookkeeping, payroll, taxes, and digital transformation. Their focus on process optimization and automation allows organizations to streamline operations and enhance productivity.

📋 Description

• Manage the full-cycle bookkeeping process for assigned clients, including general ledger maintenance, month-end closing, and balance sheet reconciliation. • Oversee and optimize client billing (Accounts Receivable) procedures to improve cash flow and reduce collection times. • Prepare and file quarterly and annual tax reports, or coordinate with external tax professionals (CPA) on behalf of the client. • Process Accounts Payable and manage vendor relationships as needed. • Conduct regular (monthly/quarterly) financial performance reviews with business owners, translating complex financial data into actionable insights. • Develop key financial reports, including Profit & Loss Statements, Balance Sheets, and Cash Flow projections. • Provide strategic recommendations on budgeting, cost reduction, and revenue-increasing opportunities. • Analyze existing client workflows (e.g., sales-to-cash process, expense reporting) to identify bottlenecks and inefficiencies. • Develop, document, and implement Standard Operating Procedures (SOPs) for core business processes, ensuring consistency and compliance. • Train client staff on new financial procedures, software, and best practices. • Lead the digital transformation of client operations, focusing on implementing cloud-based financial and operational systems (e.g., QuickBooks Online, Xero, CRM tools, dedicated billing software).

🎯 Requirements

• Bachelor's Degree in Business Administration, Finance, Accounting, or a related field. • 3+ years of experience in accounting, bookkeeping, or client-facing financial consulting. • Proven proficiency with accounting software (e.g., QuickBooks, Xero) and advanced Microsoft Excel skills. • Strong understanding of GAAP principles and small business tax requirements.

🏖️ Benefits

• Remote PTO • Professional Development