The Entrepreneur Fund is an economic development organization committed to growing the regional economy by boosting the abilities of the region’s diverse business owners seeking growth. We actively partner with small business owners to grow their business. EF provides small business loans up to $750,000 and a variety of services to support entrepreneurs in meeting their goals. EF serves 17 counties of northeast Minnesota, central Minnesota, and northwest Wisconsin. Our vision is to have vibrant communities that are created and sustained by entrepreneurs.

The Accounting Advisor works with regional Entrepreneur Fund clients to achieve their financial business goals through training, hands-on support, and QuickBooks or other financial management system implementation. They provide direct consulting with the goal of empowering our clients to learn and effectively use financial statements to make solid decisions for their businesses. The Accounting Advisor partners with the Client’s Business Advisor or Lender to fulfill milestones for achievement. The position will work in and meet with clients in our office spaces, on-site at client locations, and virtually. Entrepreneur Fund clients are located throughout Northern and Central Minnesota, and Northwest Wisconsin. Travel will vary. This position will home-base in one of the Entrepreneur Fund’s regional offices.

PREFERRED EXPERIENCE

5+ years’ experience and a demonstrated track record of successful financial management with small businesses OR working with small business owners.

Business Administration Degree or equivalent field.

Certified QuickBooks specialist preferred OR proven proficiency in QuickBooks and other similar accounting software.

A coaching mindset and experience in supporting others. Able to guide a small business owner’s development by discovering goals/aspirations, diagnosing key issues with clients, and effectively facilitating client’s progress to achieve measurable results in the financial management of their business.

The ability to lead through a strategic framework. Bringing practical knowledge and applicable tools are necessary to ensure client work is aligned with goals.

Exemplary financial acumen. The ability to interpret financial statements and lead a client to empowered financial decisions.

A passion for small business.

Strong communication skills and ability to build trusting professional relationships.

Proficient in Quickbooks, Microsoft Office Suite and Salesforce.

Primary and secondary goals of Accounting Advisor position:

1) Create and share knowledge and tools with small businesses to improve execution and quality of Business Finance & Financial Management (BizFin), with a focus on QuickBooks Accounting software and related integrations

2) Creating tools and training materials for clients and team specifically for QuickBooks, as well as basic financial reporting and comprehension

3) Proctor trainings for clients and team for basic navigation of QuickBooks online

Structuring the Accounting Advisor work with Clients:

Record communication and project notes:

Email folders to house all communication with client and primary advisor
Enter Task in Salesforce
Keep Program Engagement branch off Consultation in Salesforce updated after milestones completed
OneNote page for each project to keep progress and meeting notes, reminders

Client meetings:

Email or call to schedule initial meetings. Helps if Biz Advisor gives a bit of background on the project so Accounting Advisor can prepare pointed questions and research any additional software or tools that may come into play

First client Zoom is one hour- Background and Goals worksheet gets completed. Meeting starts broad spectrum of business and long and short-term goals. Discuss specifically why the client needs Accounting Advisor assistance

Identify any additional software desired or already in use that should integrate with bookkeeping

One arc project defined:

· Project scope, goals, and timeline are estimated and clearly communicated

· Additional project arcs kept to a minimum

Identify any time sensitive tasks or filings that need to be addressed immediately or under a certain timeframe

Decide if QuickBooks or similar software or if spreadsheets and manual bookkeeping is the best route for the business

Preparation and work time:

Starting
· Activate QuickBooks Online Account
· Create industry specific numeric Chart of Accounts in Excel, then transpose to QB company file
· Decide if banking should be automated or manually enter transactions

Stabilizing & Expanding
· Review existing Chart of Accounts
· Review P&L and Balance sheet. Clean up, send client any pertinent questions
· Review banking transactions for accuracy

Determine which aspects of Project or BizFin to do client training on. Build and source training tools and set training schedule

Schedule Implementation and Training Sessions

Follow up three weeks to one month after final training, close project

Accounting Advisor guided work with team:

QuickBooks training sessions
Contribute to monthly newsletters as needed

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Please list 2-3 dates and time ranges that you could do a phone interview.

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 5 years (Preferred)
• QuickBooks: 2 years (Preferred)

License/Certification:

• Driver's License (Required)

Willingness to travel:

• 50% (Preferred)

Work Location: One location

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