About this opportunity
Guidant Financial lists this Bookkeeping Relations Specialist opportunity in flint, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
This is a fantastic opportunity to work from the comfort of your own home. We are excited to offer a fully remote position with a reputable and thriving company. We are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The annual salary for this position is $60,000.
Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.
Guidant Financial has been empowering entrepreneurs and supporting small businesses for over 23 years. We have distributed $5 billion in funding, helped launch over 30,000 businesses, and generated nearly 100,000 jobs. Our goal is to empower you as we empower the entrepreneurs we assist, enabling a meaningful impact on their success and your career path.
At Guidant, we empower employees to make a genuine difference for our clients and their professional paths. We emphasize ownership through accountability, innovative problem-solving, and diligent follow-through, and we are on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long-term prosperity.
Our Values
Adaptability: Embracing change as a superpower; you are ready to seize opportunities to adapt and inspire others.
Connection: Building meaningful connections; elevating others is key to growth and empowerment.
Excellence: Thrive outside your comfort zone, constantly seek improvement, and let curiosity drive better outcomes.
Role Summary
As a Bookkeeping Relations Specialist , you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.
This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success.
What You'll Be Doing
Lead onboarding meetings and guide clients through their service setup and expectations
Educate clients on accounting best practices and software (e.g., QuickBooks Online)
Support technical setup including bank feeds, integrations, payroll imports, and account connections
Manage client communications, answering questions related to accounting, services, pricing, and processes
Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
Proactively manage client workflows and timelines to ensure a smooth onboarding experience
Resolve client issues and prevent escalations through strong problem-solving and communication
Collaborate with internal teams to coordinate client needs and improve processes
Build a strong understanding of small business operations across various industries
What Makes You Successful
You can simplify complex topics for clients
You stay organized and proactive in a fast-paced environment
You take ownership of client experience and outcomes
You're comfortable working independently while collaborating with a team
Requirements
Must be 18 years of age
3+ years of client service experience handling complex requests
1-3 years of bookkeeping experience (multi-client environment preferred)
Robustunderstanding of small business accounting and tax services
Proficiency in QuickBooks Online (certification preferred)
Excellent communication skills—both written and verbal
Robust organizational skills with the ability to manage multiple clients at once
Critical thinking, problem-solving, and attention to detail
Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
Additional Requirements
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon current certifications
Work from Home Requirements
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work environment. These requirements include:
A designated workspace (such as a home office) where you can concentrate and be productive
Reliable high-speed internet to ensure seamless communication and collaboration
Benefits
Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
Growing Together: Ongoing training, career development opportunities, and supportive leaders; more than 20% of our organization has been promoted in the past three years
Wellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off plus 11 Paid Holidays
Flexible Work Arrangements: Work from your home office with the necessary equipment provided
An Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events
Empowering Equity and Inclusion: An inclusive work environment that values employee voices and active participation
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Worksite address
flint, MI, 48501, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.