- Serve as the primary point of contact for clients.
- Manage weekly and monthly client communications.
- Supervise 1-3 bookkeepers, reviewing their work.
- Perform and review month-end close, general ledger, reconciliations, and financial reporting.
- Reconcile tax returns to books and records.
- Set up and manage cloud-based accounting systems and integrations.
- Identify and recommend process or technology improvements.
- Ensure all deliverables are completed on time and within budget.
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