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Client Integration Lead – Accountant

Job not on LinkedIn

🔥 1 hour ago

❄️ Minnesota, Missouri, +1 more states – Remote

infoinfo

💵 $66k - $88k / year

⏰ Full Time

🟠 Senior

💲 Accountant / Accounting

Where this job comes from

Posted on kept.pro's careers page, not through a job board

First seen by Remote Rocketship 1 hour ago

Still open on kept.pro's site. Checked 1 hour ago.

Logo of kept.pro

kept.pro

11 - 50 employees

Founded 2020

🤝 B2B

💸 Finance

B2B • Finance

kept. pro is a U. S. -based outsourced accounting and bookkeeping firm that provides full-stack bookkeeping, controller services, and a network of fractional CFOs for small and mid-size businesses. The company delivers QuickBooks Online–certified teams offering month-end close, AR/AP, payroll, financial reporting, forecasting, KPI tracking, integrations, and cleanup/configuration services to ensure accurate, timely financial statements and financial credibility for banks and investors. kept. pro focuses on scalable, B2B financial operations support—helping ecommerce, manufacturing, marketing agencies, construction firms, nonprofits, and private-equity-backed companies reduce risk, improve cash management, and inform strategic growth.

📋 Description

• Scope new clients’ accounting needs, review their systems and records, and define the work needed for a successful start • Conduct accounting setup and cleanup activities, document client processes, and prepare the service team for a smooth handoff • Establish technology integrations and connections for various third-party client platforms • Act as the primary point of contact for the client during their first few months, including meeting facilitation and action item follow-ups • Earn clients’ cooperation, gather required information, and follow up on missing items while keeping clients informed • Pitch in with standard accounting work when the team is short-handed • Shorten the time it takes to get clients up and running without sacrificing accuracy or a positive client experience

🎯 Requirements

• 6+ years of bookkeeping or accounting experience • A Bachelor’s degree in finance, accounting, or related field is preferred • 1+ year project management experience or equivalent training is preferred • Confidence working in various technology platforms • Comfortable with managing competing priorities and delegation • A high comfort level engaging with clients and internal teammates • Analytical thinker skilled in creative problem solving • Experience working in a remote environment with a distributed team • Reside in a state we are established: Texas, Arkansas, Missouri, or Minnesota

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