- Manage full-cycle accounting for six related entities
- Maintain accurate general ledgers using accrual-based accounting
- Prepare and analyze monthly Profit & Loss (P&L) statements and Balance Sheets
- Perform monthly, quarterly, and year-end close processes
- Ensure consistency across entities with shared vendors and cost structures
- Oversee all bill pay processes across entities
- Maintain vendor relationships and ensure timely payments
- Monitor expenses and identify cost-saving opportunities
- Provide weekly AR reporting to CEO
- Track collections and aging reports
- Work closely with operations to improve revenue cycle efficiency
- Process payroll for ~10 full-time employees using Gusto
- Manage payments for ~10 independent contractors
- Ensure payroll tax compliance across multiple states
- Ensure compliance with multi-state tax regulations
- Coordinate with external CPAs for tax filings and audits
- Maintain proper documentation and internal controls
- Provide weekly AP and AR updates to CEO
- Assist in developing financial dashboards and KPIs
- Support strategic decision-making with financial insights
- Help build scalable accounting processes as the company grows