Accounting Specialist

Full-Time | Remote

Accounting That Moves Businesses Forward.

Breakaway Financial Group is a financial planning and accounting firm dedicated to helping small business owners gain clarity and confidence through accurate financial reporting and thoughtful planning. We're a collaborative, client-focused team that values precision, accountability, and exceptional service.

About the Role

As an Accounting Specialist, you'll manage the recurring accounting work that keeps our clients' financial records accurate, organized, and up to date. You'll oversee a portfolio of small business clients, maintain their books in QuickBooks Online, prepare monthly financial reports, and serve as a trusted resource for accounting-related questions.

You'll work closely with our Lead Accounting Specialist, Financial Planner, Client Service Specialist, Tax Preparer, and outsourced Bookkeeper to deliver a consistent, high-quality client experience.

What You'll Do

• Manage monthly bookkeeping for a portfolio of small business clients using QuickBooks Online
• Review transactions, reconcile accounts, and maintain accurate financial records
• Prepare and deliver monthly financial reports and performance summaries
• Complete quarterly budget reviews, expense tracking, bookkeeping clean-up, and tax strategy journal entries
• Perform year-end accounting tasks, including equity reconciliations, 1099 preparation, loan interest journal entries, and annual bookkeeping reviews
• Participate in client meetings via Zoom and respond to accounting-related client questions
• Collaborate with team members and review outsourced bookkeeping work to ensure accuracy and consistency

Tools You'll Use

• QuickBooks Online
• Google Workspace (Docs & Sheets)
• ClickUp
• PreciseFP
• Zoom

What We're Looking For

• Experience with QuickBooks Online and bookkeeping or accounting workflows
• Strong understanding of financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports
• Exceptional attention to detail and accuracy
• Ability to manage multiple clients and recurring monthly deadlines
• Strong written communication skills
• Familiarity with the Profit First methodology is a plus
• Organized, self-motivated, and comfortable working independently in a remote environment
• A collaborative team player who communicates openly and takes ownership of their work

Why Breakaway Financial Group?

At Breakaway Financial Group, The work is structured but never static. Every month has a rhythm, but every client is different. You’ll learn the nuances of small businesses across a range of industries, build real relationships with the people behind them, and see the direct impact of clean books and clear 
reporting on how owners make decisions. We are a small team that takes the work seriously and supports each other. If you care about doing financial work with intention — and want to be part of something that genuinely helps entrepreneurs — this is the right place.  Willing to train the right person.