
2 - 10 employees
Founded 2024
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Merritt Innovative Consulting & Advisory, LLC is a Houston-based financial consulting and advisory firm that provides fractional CFO services, tax planning and advisory for small businesses, bookkeeping, cash flow management, internal control systems, payroll and QuickBooks services, nonprofit startup CFO support, operations consulting, and strategic business coaching. The firm markets tax-integrated strategy and tailored service packages to help small businesses and nonprofit organizations improve compliance, profitability, and growth, and highlights a focus on proactive financial forecasting, risk management, and tax optimization for Houston Metropolitan clients.
🔥 2 hours ago
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2 - 10 employees
Founded 2024
💼 Consulting
💸 Finance
🤝 B2B
Consulting • Finance • B2B
Merritt Innovative Consulting & Advisory, LLC is a Houston-based financial consulting and advisory firm that provides fractional CFO services, tax planning and advisory for small businesses, bookkeeping, cash flow management, internal control systems, payroll and QuickBooks services, nonprofit startup CFO support, operations consulting, and strategic business coaching. The firm markets tax-integrated strategy and tailored service packages to help small businesses and nonprofit organizations improve compliance, profitability, and growth, and highlights a focus on proactive financial forecasting, risk management, and tax optimization for Houston Metropolitan clients.
• Manage a portfolio of clients, serving as their primary accountant and point of contact. • Perform monthly bookkeeping tasks including: bank and credit card reconciliations, journal entries, accruals, and adjustments, month-end and year-end closing procedures. • Prepare and deliver monthly financial statements to clients. • Process client payroll accurately and on schedule. • Prepare and review accounts payable (AP) reports. • Prepare and review accounts receivable (AR) reports. • Review expense categories for accuracy and consistency month over month. • Lead software implementations for clients, including setup, configuration, and training on accounting systems. • Develop and implement accounting processes and workflows tailored to client needs. • Conduct regular client-facing meetings to review financials, discuss deliverables, and address questions or concerns. • Communicate proactively with clients regarding deadlines, deliverables, and any issues. • Oversee the accuracy of all bookkeeping performed by team members before client delivery. • Review and approve financial statements prepared by staff. • Track all client deliverables—both personal and team—and ensure deadlines are consistently met. • Handle escalated client concerns from team members and work to resolve issues promptly.
• Bachelor's degree in Accounting required. • 5-7 years of accounting experience, with at least 2 years in a supervisory or team lead role required. • Strong working knowledge of bookkeeping, reconciliations, financial statement preparation, payroll processing, and AP/AR management. • Experience implementing or configuring accounting software for clients is a plus. • Demonstrated ability to manage multiple clients and projects simultaneously while meeting all deadlines. • Consistent attendance and dependability are essential for this role. • Strong written and verbal communication skills for client and team interactions. • Exceptional organizational skills and attention to detail. • Proficiency with QuickBooks Online required. • Experience with payroll systems and project management tools preferred. • Experience coordinating with remote team members across different time zones is a plus. • Valid driver's license and reliable transportation required for client site visits.
• Medical Insurance: 75% employer-paid for employee coverage. • Dental & Vision Insurance: 75% employer-paid for employee coverage. • Life Insurance: Employer-paid life insurance. • Supplemental Insurance: Access to supplemental coverage including critical illness, telehealth, cancer, heart, stroke, and additional life insurance. • 401(k): Company match up to 5% of salary. • Unlimited PTO: Available after 90 days of employment. • Paid Holidays: 11 paid holidays per year. • Extended Thanksgiving Break: Additional paid time off during Thanksgiving week. • Winter Holiday Break: 2-week paid office closure from late December through early January.
Apply Now🕒 September 30, 2025
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