- Manage end-to-end client invoicing processes (monthly, per-session, and contract-based billing)
- Ensure invoices are accurate, timely, and aligned with contract terms and pricing structures
- Own collections management, including follow-ups on outstanding invoices and past-due accounts
- Manage the full lifecycle of client and vendor contracts, including renewals and amendments
- Coordinate contractor (1099) payments, ensuring accuracy and timely disbursement
- Act as the primary liaison with PEO providers for W-2 payroll processing, benefits administration, and employee record maintenance
- Manage new hire onboarding administration, including documentation and compliance requirements
- Support monthly financial close in collaboration with the fractional CFO and external accountants
- Review and approve expenses within defined thresholds and company policies
- Coordinate with external CPAs, bookkeepers, and fractional CFOs as needed
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