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Postion: Client Accounting Specialist

Salary: $60k-$65k based on experience

Type: Remote
Location: Company based in Phoenix, AZ.

Full time: Mon-Fri - 40 hours a week

Experience level: Minimum 3-years consecutive years in accounting role



ABOUT THE COMPANY:

The Finance Agency is boutique accounting operations firm that helps service-based businesses get clear on their numbers and confident in their decisions. From bookkeeping to billing to payroll, we handle the financial details so our clients can stay focused on growing their business.
 

But we’re not just here to reconcile accounts. We care deeply about what the numbers mean and how they drive decisions. We help our clients understand their financials, plan ahead, and take action backed by real data.

Our team is small but mighty, and integrity is non-negotiable. We’re known for being reliable, supportive, and genuinely invested in our clients’ success. If you love clean data, thoughtful processes, and helping businesses run better, you’ll feel right at home here.

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ABOUT THE ROLE:
We’re looking for a detail-oriented and flexible accounting professional to join our team as a Client Accounting Specialist. You’ll be responsible for managing day-to-day accounting operations across a variety of service-based clients, supporting tasks like vendor payments, payroll, billing, and reconciliations.

 

This role reports to the Controller and focuses on execution, with a strong emphasis on critical thinking and problem solving. You’ll work across multiple clients, systems, and timelines, so being organized and adaptable is key. Since each client uses different tools, you’ll need to be comfortable learning and working with a variety of platforms.
 

This is a great opportunity for someone who enjoys variety, likes understanding how businesses work, and wants to build a strong foundation in accounting. You won’t be stuck doing just one part of the process. Instead, you’ll get hands-on experience with the full accounting workflow, giving you a clear picture of how financial operations support day-to-day business decisions.
 

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WHAT YOU WILL BE DOING:

Accounts Payable & Vendor Management

• Enter vendor invoices and allocate expenses to correct GL accounts or projects.

• Process outgoing payments accurately and on time
   

Client Billing & Accounts Receivable

• Support client billing cycles, primarily progress billing

• Ensure invoices are accurate, timely, and aligned with project scopes

• Follow up on outstanding receivables and track payment activity

• Handle communications with clients
   

Payroll Processing

• Process payroll for client teams using various payroll platforms

• Ensure payroll data is complete, accurate, and submitted on schedule

• Coordinate with clients to gather payroll information to keep data up-to-date
   

Data & Reconciliation

• Reconcile and review transactions across multiple systems

• Match data between client systems and accounting software to ensure consistency

• Identify and investigate discrepancies
   

Client Communication & Support

• Communicate directly with clients to request missing information and resolve questions

• Maintain clear, professional communication and build client trust

• Adapt to different client processes and expectations
   

Systems & Workflow Management

• Work across different platforms and accounting systems depending on client setup

• Stay organized while juggling multiple clients, timelines, and processes

• Remain flexible and adaptable to client-specific workflows and tools
   

Internal Collaboration

• Report to the Controller and provide updates on assigned client accounts

• Support with ad hoc financial operations tasks as needed

• Maintain documentation and contribute to ongoing process improvements

ABOUT YOU

You’re someone who finds satisfaction in getting the details right. You take pride in clean reconciliations, accurate payroll runs, and keeping the books up to date. You’re curious, organized, and know how to manage multiple moving pieces without letting anything slip.

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You’re comfortable asking questions, learning new systems, and adapting your approach based on the client’s needs. You don’t need someone to spell out every step: you take ownership, follow through, and keep things moving. You know that good financial data helps businesses make smart decisions, and you’re here to make sure that data is reliable, timely, and clear.

 

Must-Haves:

• 3+ years of accounting or bookkeeping experience

• Familiarity with AP, AR, payroll, billing, and reconciliations

• Experience with QuickBooks Online

• Comfortable working across multiple clients, deadlines, and platforms

• High attention to detail

• Strong communication skills and the ability to ask questions when something looks off

 

Nice-to-Haves:

• Exposure to working in a service-based business or agency environment

• Experience working with Gusto

• Familiarity with client billing workflows, especially progress billing

• Prior experience managing financial data across different systems

 

Perks & Benefits:

• Health, dental, and vision

• 20 days of PTO + birthday

• $50 cell phone stipend

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