InventWealth CPA & Tax Advisors

Accountant Success Profile

Salary - Up to $75,000

InventWealth was designed to solve the accounting and financial issues of a small business and entrepreneurs mainly niched focused clients in the Medical Practice and Real Estate Industry so that they can further their mission. We were founded to fill the gap between what these specific industries needed to best run their organizations and what the individual needed to make future investments. Check out more about our story on our website: www.inventwealthcpa.com

The accountant’s role in our work is to provide accurate and timely financial statements to the client in accordance with their needs and in a process that is most efficient to both them and us.

Success for this role includes:

Goal

Measurement

To deliver accurate and timely financial statements to the client.

Measured by submission of financial reports to manager and client by the deadline prescribed in Airtable. Ninety (90%) percent of deadlines should be met in Airtable

To accurately maintain the accounting files and books for the clients and internal use.

Measured by completion and accuracy of tasks in Airtable. Ninety (90%) percent of deadlines should be met in Airtable. Accuracy will be measured by a review of accounting reconciliations by the manager and self.

To maintain open and responsible communication with the client.

Ninety (90%) of communication should be closed or responded to within 1 business day.

In addition to the aforementioned tasks, you are expected to have the following skills and attributes:

Skills

Outcomes

Excellent verbal and written skills with the flexibility to effectively communicate complex accounting concepts to clients while building remote relationships with individuals from different backgrounds (religious, geographic, socio-economic, ethnicity, etc.)

You are okay with preparing and presenting financial information to clients.

Client relationship-driven with excellent knowledge of client’s mission and understanding of their changing needs.

Be recognized as a valued and trusted business partner for existing clients.

Enjoy working with clients. You refuse to be bitter with clients and their requests because you recognize they have problems and they hire us to find the solutions.

Self-starter who is effective with minimal direction.

Enable business results and personal objectives while incorporating the client-first mindset in a way that drives profitability.

Ability to recognize when something doesn’t look right. And follow up on the cause until you figure out why it doesn’t.

You don't have to know everything you are going to be assigned. You do have to be committed to researching, being resourceful, asking questions, and anything else to FIND THE ANSWER.

Ambassador for the organization.

Have a passion for working with small businesses. You are committed to finding the best solutions to the problems to keep costs low and quality high; so that our clients can keep their focus on what really matters - THEIR MISSION.

Known for in-depth knowledge of key factors that differentiate the organization and its mission.

Produce industry-recognized, customized solutions for clients that enhance the client’s accounting infrastructure and reputation with their funders and stakeholders.

Excellent team member and collaborative worker.

Collaborate with cross-functional teams to deliver results in line with the strategic priorities of the business.

You need to value generosity and be willing to put in whatever it takes to get the job done.

Firm innovator.

Commitment to refining processes and using technology (hardware, software, etc.) to streamline, automate, and gain efficiencies within the firm and for the client.

Education and Experience Qualifications

- Experience with Xero Accounting a plus.

- Bachelor’s degree in accounting or equivalent experience

- 3 years of experience working in an accounting position

What would you be helping us with exactly?

- Entering daily transactions for all of our clients using a number of software platforms

- Responding to requests from clients on general accounting needs (i.e. running reports, responding to requests, etc.)

- Prepare reconciliations (i.e. bank reconciliations, credit card reconciliations, general ledger accounts, etc.)

- Perform self-review to ensure that accounting is accurate

- Prepare financial statements and provide an overview to the client

- Establish, document, and evaluate internal processes for the best client experience.

- Manage prospective and current client correspondence

- Assist in building our brand, our firm, and our client base through referrals, social media, lead generation, etc

Job Type: Full-time

Pay: Up to $75,000.00 per year

Benefits:

• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• GAAP: 3 years (Required)

Work Location: In person