- Manage full cycle of bookkeeping services for multiple Medium customers concurrently, including data entry, reconciliations, payroll, donations and periodic accounting clean-up as necessary
- Use AI-native tools to streamline workflows and deliver faster, more accurate results for Aplos bookkeeping clients
- Maintain an average of 70% of your working time spent on billable client work
- Understand organizational needs and provide valuable feedback, proposing solutions to enhance information clarity
- Maintain a high customer net promoter score (9 or 10) by building positive relationships with the customer, communicating proactively, and providing quality and satisfactory services
- Adhere to established processes to ensure robust financial controls are in place
- Identify areas for process improvement, actively participating in collaborative knowledge-sharing with teammates
Microsoft ExcelAccountingBookkeeping