Customer Success Accountant

CounselFi is a leading all-in-one finance solution that specializes in providing financial advisory and bookkeeping services to small and medium-sized businesses. We are currently seeking a highly motivated and detail-oriented individual to join our team as a Customer Success Accountant. In this role, you will be organizing all of the onboarding docs for new clients as well as the initial accounting and finance plan and bookkeeping cleanup before handing off the client to the ongoing accounting relationship team.

The ideal candidate for this position is a self-motivated and detail-oriented individual with a solid understanding of accounting principles and practices. Strong analytical skills, excellent communication abilities, and a customer-centric mindset are essential to succeed in this role. If you are passionate about accounting and enjoy working in a dynamic and collaborative environment, we would love to hear from you.

Responsibilities

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