Breakwater Accounting + Advisory

Role Description This is a key position on our onboarding Client Solutions team, responsible for managing the new client experience coming into Breakwater. This is a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success. You’ll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers. The Impact You'll Make: - Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team - Developing client relationships - building trust through clear communication and strong financial guidance - Building, refining, and scaling onboarding processes to improve speed, quality, and client experience - Aligning across AP, AR, Payroll, and Accounting teams to ensure all services are delivered seamlessly - Leading and coaching a team - holding accountability while helping them grow Qualifications - 5+ years of accounting or bookkeeping experience (CPA firm, CAS, or other outsourced environment strongly preferred) - Bachelor’s degree (or higher) in Accounting - Strong controller-level skills, including financial review and issuing statements - Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics - Experienced managing multiple clients and priorities simultaneously and driving them to completion - Proven people leader who can develop talent and hold a high bar - Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture - Tech-savvy, with strong, recent QuickBooks Online experience Requirements - Bonus points for experience with onboarding or project management in an outsourced accounting or professional services setting - Exposure to audit processes or internal control design Benefits - Generous time off - five weeks PTO + holidays - Benefits + 401(k) match

Role Description We are seeking an Accounts Payable Implementation Specialist to help build and scale our AP service line. This role is ideal for someone who enjoys solving operational puzzles, improving systems, and creating efficient workflows. You’ll lead AP onboarding and implementation for new clients by: - Configuring systems - Designing workflows - Troubleshooting integrations - Documenting procedures - Ensuring smooth transitions to ongoing operations teams This is a foundational role with significant growth potential as the department expands. Qualifications - 3+ years of bookkeeping, AP, or accounting experience supporting small businesses and/or nonprofits - Experience managing multiple client accounts or workflows simultaneously - Hands-on experience with some or most of the following: - QuickBooks Online - Xero - Bill.com - Ramp - Strong process orientation and attention to detail - Ability to troubleshoot systems and think critically about workflows - Comfort learning and implementing new software platforms - Strong organization and time management skills - Self-starter mindset with the ability to work independently in a remote environment Requirements - AP Workflow Design & Implementation - Build and document scalable, repeatable AP workflows for client accounts - Create standardized procedures to ensure consistency across engagements - Configure and test AP systems, automations, and integrations - Identify workflow gaps and recommend process improvements - Client Onboarding & Systems Setup - Lead AP setup for new client engagements - Configure platforms such as QuickBooks Online, Xero, Bill.com, and Ramp - Map charts of accounts and validate data flow accuracy - Run initial AP cycles to test workflows before handoff to operations teams - Create training documentation and support smooth client transitions - Troubleshooting & Process Improvement - Resolve sync issues and workflow errors across multiple systems - Improve efficiency, accuracy, and scalability of AP operations - Research and recommend new technology solutions and best practices - Growth & Leadership - Help establish best practices for a growing department - Operate independently while collaborating cross-functionally - Contribute to the future development of the AP service line Benefits - Opportunity to help build a new service line from the ground up - Advisory-focused environment where your ideas matter - Fully remote work environment - Collaborative, low-ego team culture - Technology-forward approach to accounting operations - Five weeks PTO plus holidays - Full benefits package + 401(k) match - Clear growth opportunities as the department expands

Role Description We are looking for a highly-motivated and talented Bookkeeper to join us as an Associate team member, working with Independent Schools on our Nonprofit team. This role will have a large focus on student billing (60% of your time), as well as bookkeeping responsibilities (40% of your time). - Play a pivotal role in your client's student billing process, interacting directly with parents as part of your engagement. - Use your aptitude for detail-orientation to record & classify financial account activity and track grants. - Be a key team member on reconciliations, reporting, AP, AR, and payroll processing duties. - Use your meticulous organization skills to ensure the proper documentation and notes are submitted into accounting systems and client records. - Be a lifelong learner while growing expertise in new accounting platforms and software. Qualifications - You have at least 1 year of accounting and/or bookkeeping for one or more independent schools. - You are excited to learn new technology and resourceful in coming up with solutions. - You are a time blocking/calendar champion, having experience working with multiple sets of books at one time (example: bookkeeping for clients with a CPA firm). - You pride yourself on being organized and detail-oriented. - You care about helping schools succeed and take that responsibility seriously. - You enjoy collaborating with a team and sharing ideas to solve problems. - Your preferred working hours overlap with 8-5 EST or CST. Benefits - Advisory-first work – your value is in your thinking, not just your output. - Real impact – your clients will actually use your advice. - Flexibility – remote work environment. - Supportive team – collaborative, low-ego environment that shares ideas and solutions. - People-first culture – we care about our team and our clients as people. - Modern, tech-forward approach – always improving how we work. - Generous time off – five weeks PTO + holidays. - Full benefits + 401(k) match.

Solving puzzles while making an impact on the Small Business Community Full Time W2 Position | $45,000-51,000 salary | Remote At Breakwater Accounting + Advisory, we don’t just produce financials, we help business owners understand them, trust them, and use them to grow. We embrace technology to work smarter not harder, and we strive to provide value-add service to each and every client. We are a Woman-Lead company, rated a top workplace by the Delaware News Journal four years in a row, and have been featured on the Inc 5000 list of fastest growing companies. Our Philosophy is simple: Great people first, technology-forward thinking second - with just the right combination. The Role and Responsibilities: We are looking for highly-motivated and talented Bookkeepers to join us as Associate team members working with our For Profit clients. Our Associates are natural problem-solvers and purposeful communicators. The ideal fit understands accounting fundamentals, has exceptional client-facing communication skills, and thrives in a team-based setting. In this role you will… - Use your aptitude for detail-orientation to record & classify financial account activity and track grants - Be a key team member on reconciliations, reporting, AP, AR, and payroll processing duties - Use your meticulous organization skills to ensure the proper documentation and notes are submitted into accounting systems and client records - Be a lifelong learner while growing expertise in new accounting platforms and softwares What you Bring: All of our team members are guided by Breakwater’s Core Principles. We are: proactive, positive, prepared, purposeful, protective, and principled. If these principles resonate with you, too, let’s talk. - You have at least 1 year of accounting and/or bookkeeping for either/both small businesses - Within the last 5 years you have used QuickBooks Online (QBO) - You are a time blocking/calendar champion, having experience working with multiple sets of books at one time (example: bookkeeping for clients with a CPA firm) - You are excited to learn new technology and resourceful in coming up with solutions - You pride yourself on being organized and detail oriented - You care about helping small businesses succeed and take that responsibility seriously - You enjoy collaborating with a team and sharing ideas to solve problems Why Breakwater: - Advisory-first work – your value is in your thinking, not just your output - Real impact – your clients will actually use your advice - Flexibility – remote work, with autonomy over your non-meeting time - Supportive team – collaborative, low-ego environment that shares ideas and solutions - People-first culture – we care about our team and our clients as people - Modern, tech-forward approach – always improving how we work - Generous time off – five weeks PTO + holidays - Full benefits + 401(k) match Breakwater Accounting + Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Role Description Help Small Business Owners Make Smarter Decisions At Breakwater Accounting + Advisory, we don’t just produce financials, we help business owners understand them, trust them, and use them to grow. We’re looking for a strategic, client-facing accountant who wants to go beyond the numbers and become a true advisor to small businesses. If you’ve ever thought “I could add so much more value if clients actually used their financials,” this is the role you've been looking for! What You’ll Actually Do - Act as the primary accounting advisor for a portfolio of small business clients (<$7M revenue) - Lead monthly and quarterly conversations that turn financials into clear insights and action - Identify opportunities, risks, and blind spots, and guide clients toward better decisions - Translate financial data into simple, practical recommendations owners can actually use - Partner with clients on topics like cash flow, profitability, and operational efficiency - Collaborate with your team to ensure financials are accurate, then spend your time using them, not just reviewing them Qualifications - Bachelor’s degree (or higher) in Accounting - 5+ years of experience in small business accounting, client accounting services, or similar - Strong understanding of financial statements and how they connect to business performance - Experience working directly with clients and explaining financials - Proficiency in QuickBooks Online (QBO) - Comfort with technology and curiosity to learn new tools - Strong communication skills. You can make complex things feel simple Requirements - You naturally think like a business advisor, not just an accountant - You enjoy talking to clients and building real relationships - You ask “why?” and “what should we do next?”—not just “is this correct?” - You care about helping small businesses succeed and take that responsibility seriously - You enjoy collaborating with a team and sharing ideas to solve problems - Your own values align with Breakwater's Core Principles: Proactive, Positive, Purposeful, Protective, Prepared, and Principled Benefits - Advisory-first work – your value is in your thinking, not just your output - Real impact – your clients will actually use your advice - Flexibility – remote work, with autonomy over your non-meeting time - Supportive team – collaborative, low-ego environment that shares ideas and solutions - People-first culture – we care about our team and our clients as people - Modern, tech-forward approach – always improving how we work - Generous time off – five weeks PTO + holidays - Full benefits + 401(k) match