Staff II Accountant Job Description (Remote Opportunity)



  • Accounts Payable/Receivables entry and coding
  • Company/employee Expense reporting
  • Fixed Assets purchasing, depreciation and annual inventory
  • Bank and credit card Reconciliation (Ensuring our books/records are correct in the eyes of our company & the Banks
  • Regularly maintain detailed reconciliations of all balance sheet accounts
  • Invoicing for Monthly Contracted Fees, bi-monthly consulting invoices, and on-going annual enhancement/support/subscription renewal invoices
  • Perform timely month-end close
  • Create timely, accurate supporting schedules through managing closing activities by the deadline
  • Help facilitate decision making process by providing explanations and analysis of prior period variances
  • Provide 1099 statements and personal property renditions
  • Manage the master files to ensure vendor, customer, and general ledger records are current and complete
  • Work with Executives to strategize methods to streamline the above responsibilities for scale
  • Provide support to cross-functional teams



Position Requirements


  • At least 3 years’ experience in accounting or Bachelor’s Degree in Accounting or Finance
  • Intermediate to advanced skillset in Excel
  • Strong written and oral communication skills
  • Able to manage multiple projects simultaneously
  • Organized, detail-oriented, self-starter with strong analytical skills, who works well in uncertainty and can establish effective, scalable, and repeatable processes
  • Creative problem solver who takes ownership of his or her actions and can form recommendations to improve his or her functional domain of expertise
  • Comfortable working under timelines and (re)prioritizing tasks to accomplish broader organizational goals
  • Working knowledge of and ability to use PC programs such as MS Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and Microsoft Dynamics GP and/or Business Central
  • A do-whatever-it takes attitude to get the job done!




  • Excellent compensation and benefits
  • Work life balance
  • Challenging work
  • Great corporate culture
  • Ability to make an immediate impact


Company Description 


Small and midsize businesses have turned to SMB Suite for more than 25 years to implement a low cost financial accounting and ERP software platform. 


All of our solutions are fully integrated, allowing customers to start with our robust financial accounting solution, and then add on CRM functionality, Managed IT Services, CPQ and powerful business intelligence capabilities and pre-built reports.  Our easy to understand subscription model serves growing businesses by providing a holistic suite of supported solutions for a customized monthly fee so that your technology helps your business grow. 


At SMB Suite, we don’t think of ourselves as a software sales and implementation business. We’re a platform company dedicated to providing the best solutions for small and medium-sized businesses that want to leverage the right technologies to help them grow. By developing modular, turnkey solutions for our partners, we help them find efficiency and success, every time. 



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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.