- Serve as the primary contact for a dedicated book of 30 to 40 clients via email, Zoom, and phone.
- Meet with clients quarterly to review financial statements and provide strategic insights.
- Oversee general ledger activity, financial statement preparation, and account reconciliations.
- Facilitate tax compliance by preparing returns and providing clean financials to the tax department.
- Review transactional work and ensure monthly accounting activities remain on schedule.