Accounting Specialist

**Accounting Specialist** ========================= **Full\-Time \| Remote** ### **Accounting That Moves Businesses Forward.** **Breakaway Financial Group** is a financial planning and accounting firm dedicated to helping small business owners gain clarity and confidence through accurate financial reporting and thoughtful planning. We're a collaborative, client\-focused team that values precision, accountability, and exceptional service. **About the Role** ------------------ As an **Accounting Specialist**, you'll manage the recurring accounting work that keeps our clients' financial records accurate, organized, and up to date. You'll oversee a portfolio of small business clients, maintain their books in QuickBooks Online, prepare monthly financial reports, and serve as a trusted resource for accounting\-related questions. You'll work closely with our Lead Accounting Specialist, Financial Planner, Client Service Specialist, Tax Preparer, and outsourced Bookkeeper to deliver a consistent, high\-quality client experience. **What You'll Do** ------------------ * Manage monthly bookkeeping for a portfolio of small business clients using QuickBooks Online * Review transactions, reconcile accounts, and maintain accurate financial records * Prepare and deliver monthly financial reports and performance summaries * Complete quarterly budget reviews, expense tracking, bookkeeping clean\-up, and tax strategy journal entries * Perform year\-end accounting tasks, including equity reconciliations, 1099 preparation, loan interest journal entries, and annual bookkeeping reviews * Participate in client meetings via Zoom and respond to accounting\-related client questions * Collaborate with team members and review outsourced bookkeeping work to ensure accuracy and consistency **Tools You'll Use** -------------------- * QuickBooks Online * Google Workspace (Docs \& Sheets) * ClickUp * PreciseFP * Zoom **What We're Looking For** -------------------------- * Experience with QuickBooks Online and bookkeeping or accounting workflows * Strong understanding of financial statements, including Profit \& Loss, Balance Sheet, and Cash Flow reports * Exceptional attention to detail and accuracy * Ability to manage multiple clients and recurring monthly deadlines * Strong written communication skills * Familiarity with the Profit First methodology is a plus * Organized, self\-motivated, and comfortable working independently in a remote environment * A collaborative team player who communicates openly and takes ownership of their work **Why Breakaway Financial Group?** ---------------------------------- At **Breakaway Financial Group**, The work is structured but never static. Every month has a rhythm, but every client is different. You’ll learn the nuances of small businesses across a range of industries, build real relationships with the people behind them, and see the direct impact of clean books and clear reporting on how owners make decisions