Job Description

At Balanced Books, LLP, we are a fast-growing firm dedicated to providing exceptional bookkeeping

services. Based in Californias Central Valley, we support small and medium-sized businesses locally

and nationwide with accurate, timely, and insightful financial services. We believe in creating a

professional yet enjoyable work environment, where people are our greatest asset. We invest in your

development through ongoing training, mentorship, and leadership opportunities, empowering you

to grow and advance in your career. At Balanced Books, youre not just an employee; youre a valued

part of our team. If youre ready to make an impact and grow with a thriving company, wed love to

meet you.

Job Description

Summary

As a Certified Public Accountant (CPA) at Balanced Books, LLP, you play a key role in managing

financial reporting, compliance, and advisory services for clients, ensuring accurate and timely

financial information to support decision-making. You will utilize your expertise in accounting

standards, financial management, and regulatory compliance to provide strategic insights and

solutions to clients while maintaining the highest level of professional integrity. Your role will directly

contribute to the financial health and success of our clients and the overall success of the company.

Qualifications

Key Responsibilities

oPrepare and review financial statements in compliance with GAAP.

oAnalyze financial data to identify trends and improvement opportunities.

oMaintain accurate financial records for reporting.

oCollaborate with teams and clients to verify and ensure timely financial data.

oReview bookkeeping work for accuracy and adherence to best practices.

oExamine payroll reports, sales tax reports, 1099 reports, and business property tax

statements for compliance.

oAdvise clients on financial obligations and compliance strategies.

oConduct periodic reviews to strengthen internal controls and data integrity.

oEnsure compliance with ethical, legal, and industry standards.

oStay current on regulatory changes, advising clients on risk mitigation.

Client Relations & Advisory

oDevelop and maintain strong client relationships with tailored financial guidance.

oProvide insights on financial planning, budgeting, and business strategy.

oIdentify cost-saving opportunities and efficiency improvements to enhance

profitability.

oOversee accounting software implementation and optimization.

oRecommend process improvements for efficiency and accuracy.

Updated 2/10/2025oAssist clients in integrating financial software with other business systems.

oMentor junior accountants and support professional development.

oFoster collaboration, knowledge-sharing, and training opportunities.

oDelegate tasks effectively to optimize workflow and meet deadlines.

Strategic Planning & Business Development

oParticipate in company strategic planning and process improvements.

oLeverage new tools and automation to enhance efficiency and accuracy.

oSupport business development efforts, including client acquisition and proposal

writing.

oIdentify market opportunities and contribute to long-term financial goals.

Professional Attributes

oExcellent Communication: Strong written and verbal skills for effective interaction at all

levels.

oLeadership: Motivates teams, fosters collaboration, and guides client management

best practices.

oOrganizational Skills: Manages multiple tasks efficiently with clear prioritization.

oAnalytical & Problem-Solving: Identifies financial discrepancies and provides strategic

solutions.

oAttention to Detail & Accuracy: Ensures precision in financial reports and compliance

documentation.

oIntegrity & Discretion: Maintains confidentiality and upholds ethical standards.

Minimum Qualifications

Bachelors degree in accounting, Finance, or a related field.

Active Certified Public Accountant (CPA) license.

Minimum of 3 years of experience in accounting, financial reporting, or compliance roles.

Experience with bookkeeping, financial statement review, payroll quarterly reports, sales tax

reports, 1099 reports, and business property tax statements.

Proficiency in QuickBooks accounting software (QBO and QB Desktop)

Proficiency in MS word, Excel, PowerPoint and Outlook

Preferred Qualifications

Masters degree in accounting, Finance, or Business Administration.

5+ years of accounting experience, preferably in a client-facing or consulting environment.

Experience in a bookkeeping firm, outsourced accounting service, or public accounting

setting.

Previous experience reviewing financial records for businesses in multiple industries.

Knowledge of financial process improvement and internal controls best practices.

Experience mentoring junior accountants or leading a small accounting team.

Ability to present financial data to non-accounting professionals in an understandable way.

Physical Demands

The physical demands described here are representative of those that must be met by an employee

to successfully perform the essential functions of this job. Reasonable accommodation may be made

to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, talk or hear,

as well as use hands and fingers to handle or feel.

Updated 2/10/2025Work Environment

The work environment characteristics described here are representative of those an employee

encounters while performing the essential functions of this job. Reasonable accommodation may be

made to enable individuals with disabilities to perform the essential functions.

The noise level is the work environment is usually quiet.

Eligible for a bonus twice a year

Paid Time Off and Sick Time available

401(k) savings plan with employer match

Flexible work schedules that promote work/life balance

Updated 2/10/2025

Additional Information

All your information will be kept confidential according to EEO guidelines.

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