Categorize transactions, reconcile accounts, and maintain accurate ledgers Identify discrepancies and make necessary account adjustments Conduct monthly reviews to ensure financial accuracy Serve as the primary contact for assigned clients Provide clear, empathetic guidance via chat, email, and phone Build meaningful relationships with small business owners Proactively identify and resolve issues Take full ownership of client satisfaction and deliverables Collaborate across teams using tools like Bench App, Salesforce, and Slack