- Lead the monthly close process from beginning to end for a portfolio of small business clients.
- Act as the primary point of contact for clients, managing communication and expectations.
- Design and document workflows for Accounting Specialists to ensure efficient task delegation.
- Review bookkeeping, reconciliations, and financial statements for accuracy.
- Manage client portfolios to ensure work remains within scope and time budgets.
- Train and mentor accounting team members on established processes.
AccountingBookkeepingGoogle Sheets