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US Client Accounting Advisor

Cloud Accountant Staffing

Fully Remote
πŸ“ Remote - Worldwide
πŸ‡ΏπŸ‡¦ SA Friendly: 0.7/1.0

Location: Latin America (100% Remote)

Employment Type: Full-time Independent Contractor (exclusive commitment)

Compensation: $1200-$1800 USD per month (commensurate with experience and skills)About the Job

TheUS Client Accounting Advisorserves as a strategic financial partner to multiple US-based clients, helping business owners understand their numbers and make confident, informed decisions.

This role blends accounting expertise with advisory leadership. You won't just prepare reports - you'll meet with clients, explain financial performance, identify bottlenecks, and guide operational and financial improvements. Success in this role requires strong communication, comfort in client-facing conversations, and the ability to translate financial data into clear action steps.

This is an opportunity to work with entrepreneurial business owners in a fast-paced, growth-oriented environment while strengthening your advisory and controller-level skill set.

About the Role

This is a client-facing, advisory-focused accounting role.

You will manage multiple clients, oversee bookkeeping quality, support forecasting and budgeting, and provide ongoing financial insights. While you'll collaborate with internal accounting team members, you are responsible for owning the client relationship from a financial advisory standpoint.

The right candidate enjoys explaining financial concepts, spotting inefficiencies, and helping business owners improve performance.

What You'll Do

Client Advisory & Financial Review
* Meet with clients regularly to review financial statements and performance.
Meet with clients regularly to review financial statements and performance.
* Explain financial results in clear, non-technical language.
Explain financial results in clear, non-technical language.
* Provide actionable recommendations based on financial data.
Provide actionable recommendations based on financial data.
* Help clients understand job costing, profitability, cash flow, and key performance drivers.
Help clients understand job costing, profitability, cash flow, and key performance drivers.

Accounting Oversight & Execution
* Oversee and perform bookkeeping and accounting functions in QuickBooks.
Oversee and perform bookkeeping and accounting functions in QuickBooks.
* Ensure reconciliations are accurate and completed on time.
Ensure reconciliations are accurate and completed on time.
* Maintain compliance with accounting standards and best practices.
Maintain compliance with accounting standards and best practices.
* Support high-level cleanup or catch-up work when needed.
Support high-level cleanup or catch-up work when needed.

Operational & Financial Improvement
* Identify accounting and operational bottlenecks (AR issues, workflow gaps, job costing errors, etc.).
Identify accounting and operational bottlenecks (AR issues, workflow gaps, job costing errors, etc.).
* Guide clients toward practical, measurable solutions.
Guide clients toward practical, measurable solutions.
* Support budgeting, forecasting, and financial planning initiatives.
Support budgeting, forecasting, and financial planning initiatives.
* Assist with revenue recognition, AP/AR processes, and controller-level support.
Assist with revenue recognition, AP/AR processes, and controller-level support.

Client Relationship & Communication
* Serve as the primary financial advisor for assigned clients.
Serve as the primary financial advisor for assigned clients.
* Proactively communicate updates, risks, and recommendations.
Proactively communicate updates, risks, and recommendations.
* Ensure smooth coordination between clients and internal accounting teams.
Ensure smooth coordination between clients and internal accounting teams.
* Support onboarding of new clients and ensure a strong financial foundation from the start.
Support onboarding of new clients and ensure a strong financial foundation from the start.

Team Collaboration & Support
* Collaborate with internal accounting team members to maintain service quality.
Collaborate with internal accounting team members to maintain service quality.
* Provide guidance or training on accounting best practices when needed.
Provide guidance or training on accounting best practices when needed.
* Contribute to process improvements and workflow efficiency.
Contribute to process improvements and workflow efficiency.

What You'll Bring
* Minimum of 4 years of accounting experience, ideally supporting multiple clients.
Minimum of 4 years of accounting experience, ideally supporting multiple clients.
* Bachelor's degree in Accounting, Business, or related field (preferred).
Bachelor's degree in Accounting, Business, or related field (preferred).
* Strong proficiency in QuickBooks (Online preferred).
Strong proficiency in QuickBooks (Online preferred).
* Experience with financial statement review, reconciliations, and advisory discussions.
Experience with financial statement review, reconciliations, and advisory di