- Provide exceptional accounting and operational service to clients.
- Execute processes related to accounts payable, accounts receivable, bookkeeping, and monthly closing.
- Prepare financial reporting and analysis.
- Support client onboarding according to defined processes.
- Manage day-to-day client relationships within established parameters.
- Identify and recommend service or tool improvements to drive client value.
- Participate in recurring video check-in meetings.
- Embrace new technology and implement feedback from management.