Bookkeeping Relations Specialist

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

phoenix, AZ, 85054, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.