Series Next Solutions LLC Accounting Project Specialist (client-facing) New Orleans, LA · Remote · Full time

Our Accounting Project Specialist (APS) is a client-facing role responsible for the critical first steps in new client relationships. The APS cleans up clients’ books, standardizes accounting processes, and builds month-end close checklists. The APS leverages a strong foundation in accounting, QuickBooks Online software savvy, and deep passion for problem-solving to ensure accounting records are accurate and streamlined. The APS’s work provides the foundation upon which SNS’s services are built.


What is Series Next Solutions?

SNS is a scaling start-up based in New Orleans, LA. We get business owners out of the Finance seat using data-driven Finance and Accounting solutions to do more with less.

What is SNS looking for?

Here’s how we would describe ideal candidates for the Accounting Project Specialist role: 

Gets it:

  • Analytical thinker: Ability to identify patterns to solve complex problems.
  • Process-oriented: Naturally inclined toward building and adhering to processes. 
  • Technologically inclined: Knack for using software to unlock process efficiencies.
  • Sees the forest and the trees: Possesses a balanced approach to details-focus versus big picture thinking.   
  • Logical reasoning: End-to-end thinker able to use deductive logic to grasp how the APS’s part of the process will impact the services SNS provides.

Wants it:

  • Problem solver: Loves challenging puzzles and making problems go away.
  • Structured: Motivated by deadlines and project-based work. 
  • The only constant in life is change: Energized by the fresh challenges encountered with every new client. Leverages previous experience but seeks continued improvement.
  • Client service: Passionate about getting business owners out of the finance seat. 

Has the capacity to do it:

  • Advanced QBO competency (3+ years’ experience)
  • Proficiency with accounting fundamentals, including payroll accounting
  • Effectively manages competing priorities
  • Consistently hits deadlines
  • Has worked in an EOS or similar environment (nice to have)


  • We are open to discussing in-person, hybrid, or remote working arrangements. Remote may require ≤ 5% travel.


What are you looking for?

  • High growth: you will play a crucial role in shaping how we deliver value to our clients. We have set aggressive growth targets for ourselves. To achieve these goals, you will execute projects that move new clients through our initial onboarding phase efficiently and effectively.
  • Dynamic working environment: SNS is an agile, fast-growing company. We use the Entrepreneurial Operating System (EOS) model as our framework for growth and appreciate how it ties day-by-day execution into our overarching long-term goals for SNS.
  • Collaboration: Our vision is to build a strong, cohesive organization, not one overly reliant on a few key individuals. If you love the idea of working with smart, driven, action-oriented people focused on making problems go away for ourselves and our clients, SNS is for you.
  • Innovation: As a company, SNS takes a 21st century approach to the services we provide. We are constantly looking for ways to use technology and process improvement to deliver the most efficient, effective results for our clients. 
  • Flexibility: Working efficiently and flexibly to meet deadlines and produce high-quality results is a critical part of our culture. We believe wellbeing plays a vital role in the quality of our work, and we strive for harmony between our professional and personal lives.  


Next Steps:

Submit a resume and cover letter via SNS’s job application portal. In your cover letter, provide integrated responses to the following questions:

1.     Tell us why you think SNS and this role would be a good fit for you. 

2.     Tell us about your best professional accomplishment. 

3.     How do you hope this opportunity will help you grow personally and professionally? 


We will review applications on a rolling basis, and only applications that follow all stated instructions will be considered. This position offers $50,000 to $60,000, commensurate with experience. SNS also offers a generous benefits package, including health insurance, dental, vision, 401(k), and short-term and long-term disability. The APS will be an integral part of our team and would be able to stay at least two years. Include “I’m ready to scale with SNS!” somewhere in your cover letter to make us smile. 


$60,000 - $60,000 per year