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Client Accounting Specialist
Postion: Client Accounting Specialist
Salary: $60k-$65k based on experience
Type: Remote
Location: Company based in Phoenix, AZ.
Full time: Mon-Fri - 40 hours a week
Experience level: Minimum 3-years consecutive years in accounting role
About The Company
The Finance Agency is boutique accounting operations firm that helps service-based businesses get clear on their numbers and confident in their decisions. From bookkeeping to billing to payroll, we handle the financial details so our clients can stay focused on growing their business.
But we’re not just here to reconcile accounts. We care deeply about what the numbers mean and how they drive decisions. We help our clients understand their financials, plan ahead, and take action backed by real data.
Our team is small but mighty, and integrity is non-negotiable. We’re known for being reliable, supportive, and genuinely invested in our clients’ success. If you love clean data, thoughtful processes, and helping businesses run better, you’ll feel right at home here.
About The Role
We’re looking for a detail-oriented and flexible accounting professional to join our team as a Client Accounting Specialist. You’ll be responsible for managing day-to-day accounting operations across a variety of service-based clients, supporting tasks like vendor payments, payroll, billing, and reconciliations.
This role reports to the Controller and focuses on execution, with a strong emphasis on critical thinking and problem solving. You’ll work across multiple clients, systems, and timelines, so being organized and adaptable is key. Since each client uses different tools, you’ll need to be comfortable learning and working with a variety of platforms.
This is a great opportunity for someone who enjoys variety, likes understanding how businesses work, and wants to build a strong foundation in accounting. You won’t be stuck doing just one part of the process. Instead, you’ll get hands-on experience with the full accounting workflow, giving you a clear picture of how financial operations support day-to-day business decisions.
What You Will Be Doing
Accounts Payable & Vendor Management
You’re someone who finds satisfaction in getting the details right. You take pride in clean reconciliations, accurate payroll runs, and keeping the books up to date. You’re curious, organized, and know how to manage multiple moving pieces without letting anything slip.
You’re comfortable asking questions, learning new systems, and adapting your approach based on the client’s needs. You don’t need someone to spell out every step: you take ownership, follow through, and keep things moving. You know that good financial data helps businesses make smart decisions, and you’re here to make sure that data is reliable, timely, and clear.
Must-Haves
As part of your application, you’ll be asked to answer 8 scenario-based questions. These help us understand how you approach critical thinking and give you a glimpse into how we support our clients. Take your time and answer as fully as you can.
We do our best to respond to every applicant and keep you updated on your status.
CLICK TO APPLY
The Finance Agency takes pride in having a positive and inclusive workplace culture where everyone is valued and respected. Collaboration and teamwork are also important values that we encourage among our staff, as we believe that working together towards a common goal is key to achieving success.
We prioritize the well-being and growth of our employees and offer various opportunities for professional development and career advancement. We also value work-life balance and offer flexible schedules and remote work options where feasible. In addition, we promote a culture of transparency and open communication, where feedback is encouraged and welcomed at all levels.
We believe that our culture plays a vital role in attracting and retaining top talent, and we are committed to maintaining an environment where employees can thrive and feel supported.
Back to Main Job Page
Client Accounting Specialist
Postion: Client Accounting Specialist
Salary: $60k-$65k based on experience
Type: Remote
Location: Company based in Phoenix, AZ.
Full time: Mon-Fri - 40 hours a week
Experience level: Minimum 3-years consecutive years in accounting role
About The Company
The Finance Agency is boutique accounting operations firm that helps service-based businesses get clear on their numbers and confident in their decisions. From bookkeeping to billing to payroll, we handle the financial details so our clients can stay focused on growing their business.
But we’re not just here to reconcile accounts. We care deeply about what the numbers mean and how they drive decisions. We help our clients understand their financials, plan ahead, and take action backed by real data.
Our team is small but mighty, and integrity is non-negotiable. We’re known for being reliable, supportive, and genuinely invested in our clients’ success. If you love clean data, thoughtful processes, and helping businesses run better, you’ll feel right at home here.
About The Role
We’re looking for a detail-oriented and flexible accounting professional to join our team as a Client Accounting Specialist. You’ll be responsible for managing day-to-day accounting operations across a variety of service-based clients, supporting tasks like vendor payments, payroll, billing, and reconciliations.
This role reports to the Controller and focuses on execution, with a strong emphasis on critical thinking and problem solving. You’ll work across multiple clients, systems, and timelines, so being organized and adaptable is key. Since each client uses different tools, you’ll need to be comfortable learning and working with a variety of platforms.
This is a great opportunity for someone who enjoys variety, likes understanding how businesses work, and wants to build a strong foundation in accounting. You won’t be stuck doing just one part of the process. Instead, you’ll get hands-on experience with the full accounting workflow, giving you a clear picture of how financial operations support day-to-day business decisions.
What You Will Be Doing
Accounts Payable & Vendor Management
- Enter vendor invoices and allocate expenses to correct GL accounts or projects.
- Process outgoing payments accurately and on time
- Support client billing cycles, primarily progress billing
- Ensure invoices are accurate, timely, and aligned with project scopes
- Follow up on outstanding receivables and track payment activity
- Handle communications with clients
- Process payroll for client teams using various payroll platforms
- Ensure payroll data is complete, accurate, and submitted on schedule
- Coordinate with clients to gather payroll information to keep data up-to-date
- Reconcile and review transactions across multiple systems
- Match data between client systems and accounting software to ensure consistency
- Identify and investigate discrepancies
- Communicate directly with clients to request missing information and resolve questions
- Maintain clear, professional communication and build client trust
- Adapt to different client processes and expectations
- Work across different platforms and accounting systems depending on client setup
- Stay organized while juggling multiple clients, timelines, and processes
- Remain flexible and adaptable to client-specific workflows and tools
- Report to the Controller and provide updates on assigned client accounts
- Support with ad hoc financial operations tasks as needed
- Maintain documentation and contribute to ongoing process improvements
You’re someone who finds satisfaction in getting the details right. You take pride in clean reconciliations, accurate payroll runs, and keeping the books up to date. You’re curious, organized, and know how to manage multiple moving pieces without letting anything slip.
You’re comfortable asking questions, learning new systems, and adapting your approach based on the client’s needs. You don’t need someone to spell out every step: you take ownership, follow through, and keep things moving. You know that good financial data helps businesses make smart decisions, and you’re here to make sure that data is reliable, timely, and clear.
Must-Haves
- 3 years of accounting or bookkeeping experience
- Familiarity with AP, AR, payroll, billing, and reconciliations
- Experience with QuickBooks Online
- Comfortable working across multiple clients, deadlines, and platforms
- High attention to detail
- Strong communication skills and the ability to ask questions when something looks off
- Exposure to working in a service-based business or agency environment
- Experience working with Gusto
- Familiarity with client billing workflows, especially progress billing
- Prior experience managing financial data across different systems
- Health, dental, and vision
- 20 days of PTO birthday
- $50 cell phone stipend
As part of your application, you’ll be asked to answer 8 scenario-based questions. These help us understand how you approach critical thinking and give you a glimpse into how we support our clients. Take your time and answer as fully as you can.
We do our best to respond to every applicant and keep you updated on your status.
CLICK TO APPLY
The Finance Agency takes pride in having a positive and inclusive workplace culture where everyone is valued and respected. Collaboration and teamwork are also important values that we encourage among our staff, as we believe that working together towards a common goal is key to achieving success.
We prioritize the well-being and growth of our employees and offer various opportunities for professional development and career advancement. We also value work-life balance and offer flexible schedules and remote work options where feasible. In addition, we promote a culture of transparency and open communication, where feedback is encouraged and welcomed at all levels.
We believe that our culture plays a vital role in attracting and retaining top talent, and we are committed to maintaining an environment where employees can thrive and feel supported.
Back to Main Job Page
Salary : $60,000 - $65,000