- Provide exceptional accounting and operational service to clients.
- Support client onboarding processes.
- Execute AP/AR management, bookkeeping entries, and month-end closing.
- Prepare financial reporting and analysis.
- Collaborate with managers and team associates.
- Manage day-to-day client relationships.
- Identify and recommend service improvements for clients.
- Participate in recurring video team meetings.
- Learn and utilize new technology for client solutions.
- Implement coaching and feedback to meet performance goals.
Client relationship managementBookkeepingNetSuite+1 more