Bookkeeping Advisor

About Anderson Global:

Anderson Global is a leading global provider of corporate and professional services, supporting entrepreneurs, SMEs, and investors across key markets including the UAE (Dubai), India, Singapore, France, Germany, Switzerland, the USA, and the Cayman Islands. With a team of over 1000 professionals and a strong acquisition-led growth strategy, the group delivers integrated services across bookkeeping, accounting, tax, legal, compliance, and corporate advisory, tailored to meet the evolving needs of businesses operating internationally.

Association with Anderson Business Advisors:

Anderson Business Advisors operates as part of Anderson Global, supporting small business owners, entrepreneurs, and real estate investors through integrated tax, bookkeeping, business advisory, estate planning, and asset protection services. The organization delivers coordinated professional services designed to help clients protect their assets, maintain compliance, and make informed financial and business decisions.

Operating within applicable U.S. legal, tax, and regulatory frameworks, Anderson Business Advisors works closely with clients, internal specialists, and global stakeholders to provide consistent, high-quality service while aligning with Anderson Global’s broader operational and governance standards.

Want to be part of a fast-growing, international team that’s shaping the future of asset protection, business advisory, and tax? Join us!

Role Overview:

To provide high-quality bookkeeping services to multiple clients each month, ensuring accurate and timely financial records. In this role, you will focus on reviewing the categorization and coding of transactions to ensure they meet accounting standards and align with client needs, while also providing guidance and support to the team handling day-to-day bookkeeping tasks. A key focus of this position is building strong client relationships through proactive communication, regular consultations, and account management. You will play a pivotal role in understanding each client’s unique business needs, addressing their financial inquiries, and ensuring their bookkeeping records are accurate, up-to-date, and actionable

Key Responsibilities:

Client Communication and Relationship Management:

• Onboarding of new clients assigned to review their entities, and business needs, and set expectations.
• Conduct monthly client check-ins to gather necessary documentation, address financial inquiries, and understand evolving business needs.
• Schedule and lead consultation meetings with clients.

Bookkeeping Tasks:

• Maintain bookkeeping records for various client companies.
• Reviewing client transactions ensuring accurate categorization and coding
• Generating and interpreting financial reports such as profit and loss, balance sheets, general ledger, and various customized reports.
• Address any past bookkeeping issues or inconsistencies to bring clients' books up to date

Additional Duties:

• Partner with our global team to ensure efficient client service delivery and fulfillment of client requirements.
• Perform all other duties that may be assigned by Company management from time to time.

Required Qualifications:

• Minimum 2 years of experience with QuickBooks (Desktop and Online preferred).
• Bachelor's Degree in Accounting or a related field.
• Moderate knowledge of Excel.
• Excellent time management skills.
• Experience managing at least 15 client accounts at one time.
• General accounting knowledge (understanding of debits and credits).
• High degree of accuracy and attention to detail.
• Experience communicating with clients regarding their company financials.

Preferred Qualifications:

• Previous experience in a consulting firm or a related field.

What We Offer

• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.