- Provide exceptional accounting and operational service to our clients.
- Demonstrate a thorough understanding of professional accounting and bookkeeping practices.
- Support client onboarding process for all assigned client engagements.
- Execute processes related to accounts payable and accounts receivable management, bookkeeping entries, and monthly closing.
- Prepare financial reporting and analysis.
- Collaborate with your manager and other Associates to ensure client satisfaction.
- Manage day-to-day relationships with clients within established processes and budget parameters.
- Identify and recommend additional services or tools to drive client value and efficiency.
- Participate in recurring team and one-on-one video check-in meetings.
- Embrace coaching and feedback to help meet team and client goals.