About Merritt Innovative Consulting & Advisory LLC
Merritt Innovative Consulting & Advisory, LLC (MICA) is a Houston-based accounting consulting firm that helps small businesses and non-profits take control of their finances. We go beyond traditional bookkeeping—we serve as trusted business advisors who help our clients spot financial problems before they become catastrophes and identify opportunities for growth they might otherwise miss.
Our services include fractional CFO and advisory services, bookkeeping, tax planning, cash flow management, strategic business coaching, and operational consulting. We believe business owners deserve more than just clean books—they deserve the right information at the right time to make confident decisions.
At MICA, we're building a team of reliable, detail-oriented professionals who take ownership of their work and genuinely care about helping clients succeed. If you're looking for a role where your contributions matter and you can grow with a firm that values accountability, flexibility, and doing right by clients, we'd love to hear from you.
Learn more at micainnovations.com
The Consulting Bookkeeper is a senior-level bookkeeping professional responsible for
providing high-level, comprehensive bookkeeping, financial management, and
advisory services to a diverse portfolio of clients. This role serves as a supervisor to
the Assistant Bookkeeper(s), overseeing the daily financial operations, ensuring
compliance, and delivering strategic insights. The Consulting Bookkeeper will lead
client engagements, manage projects, and actively participate in the development
and growth of Merritt Innovative Consulting & Advisory, LLC.
● Supervise and mentor the Assistant Bookkeeper, delegating tasks, reviewing
work for accuracy and compliance, and supporting their professional
development.
● Manage the workflow and capacity planning for all client bookkeeping
engagements within the team.
● Serve as the primary point of escalation for complex client accounting issues
and discrepancies.
● Lead regular team meetings to discuss client progress, procedural
improvements, and training needs.
● Operational Backup: The Consulting Bookkeeper must be prepared to perform all
duties of the Assistant Bookkeeper when necessary due to staffing needs, high
workload, or coverage requirements. This ensures essential functions like
processing accounts payable/receivable and reconciliations continue without
interruption.
● Lead client engagements from onboarding through completion, defining scope,
managing timelines, and ensuring deliverables meet client expectations and
firm standards.
● Provide advanced operational and financial advisory services to clients, focusing
on process optimization, internal control implementation, and efficiency
improvements.
● Develop and present strategic financial analyses and recommendations to
clients, using financial reports (e.g., balance sheets, income statements, cash
flow statements) to drive informed business decisions.
● Identify opportunities to enhance client service delivery through the adoption of
new accounting software, technologies, and best practices.
● Coordinate with external parties (e.g., CPAs, banks, legal counsel) on behalf of
clients for complex financial and compliance matters.
● Oversee and ensure the accurate and efficient maintenance of financial records
for multiple clients, including:
○ Reviewing the processing of accounts payable and accounts receivable.
○ Verifying bank and credit card reconciliations.
○ Preparing, analyzing, and presenting complex financial reports.
○ Managing and finalizing month-end and year-end closing procedures.
● Ensure strict compliance with Generally Accepted Accounting Principles (GAAP)
and all applicable accounting regulations across all client accounts.
● Provide basic tax advisory services to clients, while being responsible for knowing
when to escalate or refer clients for complex tax advice or preparation services.
● Actively participate in business development, including attending networking
events, leading sales calls, and creating presentations for prospective clients.
● Identify and pursue strategic growth opportunities for MICA's accounting and
advisory services.
● Maintain a high level of expertise by completing all required Continuing
Professional Education (CPE) hours in accordance with AICPA or firm standards.
E. Training and Development
● Client Training: Develop and deliver structured training programs for clients on
the use of accounting software and guidance on basic accounting principles.
● Staff Development: Provide continuous one-on-one coaching and training to
the Assistant Bookkeeper and other team members on advanced accounting
procedures, software functionalities, and client management best practices.
● Continuous Learning: Lead the evaluation and implementation of new
accounting software and technologies, ensuring the firm remains at the
forefront of industry best practices and sharing knowledge with the team.
● Current NACBP Certification (Associate’s Degree preferred)
● Minimum of 1 year of progressive experience in bookkeeping and financial
management, with at least 1-2 years in a supervisory role.
● Demonstrated experience in a consulting and accounting firm environment is
highly desirable.
● Expert proficiency in multiple accounting software programs (e.g., QuickBooks
Desktop/Online, Xero).
● Proven ability to manage complex projects, meet deadlines, and deliver
executive-level presentations.
● Exceptional leadership, mentoring, organizational, and client-facing
communication skills.
● Microsoft Proficient: Proficiency in Microsoft Office Suite and Google Workspace
● Technology Comfort: Comfortable using computers, learning new
software/systems quickly, and general digital office tools.
● Excellent Communication: Strong verbal and written communication skills with
the ability to be professional and articulate.
● Organized and On Time: Great at organizing, prioritizing tasks, and managing
time to meet deadlines in a remote environment.
● Detail-Oriented: Pays close attention to small details to ensure a high level of
accuracy in all work.
● Problem Solver & Independent: Must be able to work independently, figuring out
solutions to problems and requiring minimal supervision.
● Confidentiality: Demonstrated ability to handle sensitive client and company
information with the highest level of discretion and integrity.
● Background Check: Must be able to pass a background check with no criminal
history.
Client Services
Houston, TX
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