Bookkeeper/Accountant - Professional Services

Job Description

Job Description

CPN Legal is seeking an experienced accountant/bookkeeper with prior professional service experience to take ownership of maintaining accurate financial records for a block of law firm clients.

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.

We have a fun, collaborative, and casual work environment complete with an office dog. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. We have been named a Fast 55 finalist company for our incredible growth in both 2023 and 2024, as well as a Best Places to Work finalist in 2022, 2023 and 2024. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k) and more).

Primary duties & responsibilities:

• Reconcile bank accounts and other balance sheet accounts such as payroll liabilities and clearing accounts
• Record expenses and deposits in QuickBooks Online on a daily or weekly basis
• Record monthly journal entries including payroll, revenue allocations, etc.
• Reconcile asset and liability accounts
• Produce monthly financial reports, including balance sheet and income statement
• Prepare weekly cash flow reports, leveraging data to discuss cash flow with clients
• Trust account recordkeeping and reconciliation
• Understand accounting and operational issues experienced by clients
• Works accurately and efficiently with minimal supervision, meeting client expectations and deadlines
• Working knowledge of preparing payroll setup, submission, review, and journal entries
• Paying vendor bills for clients and record in proper systems
• Process payroll and record payroll journal entries
• Manage 401K contributions

Skills & Background:

• Prior staff or senior accounting experience using QuickBooks Online
• Professional skills to handle all types of client engagement efficiently and timely
• High level of project management skills to ensure deadlines are met on multiple client engagements
• Strong problem-solving skills and knowing when to ask questions
• Ability to approach client work with ownership and accountability, as if running your own company
• Experience with or ability to understand flow of data between integrated software systems
• Basic understanding of financial accounting concepts; previous experience at a CPA or professional service firm preferred, including active or inactive CPA
• Proficient to advance skills in Microsoft Excel and keyboarding

Education and Experience:

• Bachelor’s degree in Accounting, Finance or related discipline preferred.
• Three to five years accounting experience

Who We Are:

For over 10 years, CPN Legal has focused on helping lawyers succeed in business and our employees succeed in their careers. At CPN, you will have the opportunity to work closely with your peers and clients to develop leadership, technical and professional skills while working on challenging and exciting jobs.

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.

Services Include:
Day-to-day and monthly bookkeeping functions
QuickBooks Consulting and Clean-up
Practice Management System conversion and training
Performance Tracking and Weekly Dashboard Reporting
Trust Accounting Compliance

Company Description

The CPN Legal team has been nationally recognized as premier consultants for lawyers and law firms, and our clients can attest to our success. When you join our team, you can expect unparalleled professionalism and boots on the ground engagement with your clients.

For over 10 years, CPN Legal has focused on helping lawyers succeed in business and our employees succeed in their careers. At CPN, you will have the opportunity to work closely with your peers and clients to develop leadership, technical and professional skills while working on challenging and exciting jobs.

CPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.

Services Include:
Day-to-day and monthly bookkeeping functions
QuickBooks Consulting and Clean-up
Practice Management System conversion and training
Performance Tracking and Weekly Dashboard Reporting
Trust Accounting Compliance

Company Description

The CPN Legal team has been nationally recognized as premier consultants for lawyers and law firms, and our clients can attest to our success. When you join our team, you can expect unparalleled professionalism and boots on the ground engagement with your clients.\r\n\r\nFor over 10 years, CPN Legal has focused on helping lawyers succeed in business and our employees succeed in their careers. At CPN, you will have the opportunity to work closely with your peers and clients to develop leadership, technical and professional skills while working on challenging and exciting jobs.\r\n\r\nCPN Legal offers comprehensive accounting and bookkeeping services to law firms across the country, on a daily, monthly, or as-needed basis. We work with each client to tailor an engagement that meets their unique needs.\r\n\r\nServices Include:\r\nDay-to-day and monthly bookkeeping functions\r\nQuickBooks Consulting and Clean-up\r\nPractice Management System conversion and training\r\nPerformance Tracking and Weekly Dashboard Reporting\r\nTrust Accounting Compliance