- Record and classify financial account activity with attention to detail.
- Execute reconciliations, reporting, accounts payable, accounts receivable, and payroll processing.
- Maintain meticulous documentation and notes in accounting systems and client records.
- Facilitate the onboarding of new clients from other service providers and systems.
- Support clients through direct communication with family members, vendors, and advisors.
- Learn and implement new accounting platforms and software.
Bookkeeping