Senior QuickBooks Implementation Consultant

Senior QuickBooks Implementation Consultant (Also known as: Senior Accounting & Financial Systems Consultant, Senior Accounting Systems & Advisory Consultant) Location: 100% Remote / Virtual Must Reside In: Austin, TX or any of the following states – AL, AZ, CO, CT, FL, GA, IL, NC, NV, OH, OR, SC, TN, TX, VA, WI. Job Type: Full-Time, Exempt (Salaried) Compensation: $70,000–$95,000 base salary + quarterly bonus opportunities Position Overview is seeking a Senior QuickBooks Implementation Consultant to deliver high-impact accounting system implementations, financial consulting, and client advisory services. This role blends advanced accounting expertise, ERP/financial systems consulting, and client-facing project leadership. You will work directly with clients to stabilize, optimize, and scale financial systems, providing hands-on support across QuickBooks, Acumatica, and NetSuite environments. Consultants in this role maintain strong billable utilization, manage complex engagements, and contribute to high client satisfaction and retention. Why Work at At , our success is built on two things: the results we deliver for our clients and the growth of our people. This role is more than day-to-day accounting support - it’s an opportunity to solve real business problems, design smarter systems, and help clients transform how they operate financially. We’re a people-first, fully remote company where collaboration, growth, and purpose are built into the work. At , you’re never siloed - by role, industry, or client. You’ll collaborate with a diverse team of experts, work on meaningful projects together, and continuously expand your skills while shaping a career path that’s truly your own.

What our people are saying:

“What I love most about being at is the sense of purpose and collaboration. Every day, I get to contribute to meaningful work with my clients while being surrounded by people who support, inspire, and challenge me to grow. It’s more than just a job - it’s a place where I feel valued.”

What You’ll Actually Work On consultants are deeply involved in real client projects, including:

• System implementations, conversions, and migrations (e.g., QuickBooks Online Advanced transitions, multi-entity consolidations)
• QuickBooks file rebuilds and data cleanup, repairing corrupted or bloated files and restoring reliable financial reporting
• Workflow and process redesign to improve efficiency across accounting and operations teams
• Client training and enablement to ensure systems continue working long after implementation

You’ll see the direct impact of your work - and your role will grow as your skills do.

What our people are saying:

“Since joining as a QuickBooks Consultant and now a QuickBooks Support Specialist, I have experienced significant professional growth and development, expanding my skill set, taking on increased responsibilities, and contributing to the success of the team and our clients.”

Key Responsibilities

• Financial Software Expertise: Demonstrate expertise in a range of financial software including but not limited to QuickBooks Desktop, QuickBooks Online, Acumatica and NetSuite
• Team Management: Showcase past success in managing small teams, providing leadership, guidance, and support to team members to foster a collaborative and high-performing work environment
• Excel Proficiency: Utilize advanced Excel knowledge to analyze financial data, create insightful reports, and drive informed decision-making for clients
• Design and Implement Accounting Processes: Build and improve accounting workflows to streamline operations and enhance productivity
• Lead System Implementations & Conversions: Manage system transitions to ensure seamless execution and long-term success
• Project Management: Independently lead small-scale projects from initiation through completion
• Client-Facing Consulting: Engage directly with clients to understand their needs and deliver tailored solutions
• QuickBooks Training & Consultation: Provide hands-on training, troubleshooting, and optimization support
• and monthly close with accuracy and consistency
• Financial Operational Support: Conduct file assessments, maintain reconciliations, and assist with month-end close
• Secondary Project Support: Collaborate as a secondary project manager on larger initiatives
• Client File Management: Maintain accurate and organized client records
• Client Engagement & Growth: Schedule and conduct client training sessions and ongoing services
• Communication: Maintain strong written and verbal communication with clients and internal teams
• Billable Utilization: Maintain a 90% billable utilization rate
• Time Tracking: Accurately log billable and non-billable hours in the CRM

Additional Expectations

• Time Management and Calendar Maintenance: Effectively manage your work calendar to optimize availability and facilitate company awareness of your schedule.
• Autonomous Client Management: Independently oversee client relationships, demonstrating initiative and proactiveness in delivering exceptional service.
• Utilization of Technology Tools: Leverage technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency.

Required Skills & Experience

• 7-9 years of relevant accounting or consulting experience
• Advanced knowledge of accounting principles and best practices
• Experience with our technology tools, including Salesforce, Microsoft Excel, QuickBooks Desktop, and QuickBooks Online, to streamline workflows, automate processes, and optimize efficiency.

This is a fully remote role. However, you must reside in one of the following states: Arizona, Alabama, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Wisconsin.

Benefits We offer a comprehensive benefits package designed to support your health, flexibility, and growth:

• Fully remote work environment
• Bi-weekly internet stipend
• Company-issued laptop, monitors, headset, and software tools
• 100% employer-paid medical, dental, vision, and life insurance
• 401(k) with employer match up to 6%
• Paid time off and flexible time off
• Paid holidays
• Charitable time off or employer-matched donations (up to $500 annually)
• Professional development reimbursement
• Wellness reimbursement
• In-person and virtual company events

Ready to Grow With Us? If you’re looking for a role where your expertise is valued, your growth is supported, and your work makes a real impact - is the place to build your next chapter.