• Client facing meetings for document gathering, training, and presentation of recommendations.
• Build long term relationships with growing companies and become a core part of the client’s team
• Weekly bookkeeping tasks for clients, including but not limited to reconciliations, accounts receivable entry, accounts payable entry, cash flow reporting, etc
Duties/Responsibilities:
• Under general supervision, our accounting resources are expected to:
• Effectively organize assigned tasks.
• Manage calendar and communicate workload availability.
• Accurately review and provide recommendations for improvements with clients.
• Present data to client during the Pre-Reporting client review process to ensure understanding of data and accuracy of any assumptions made during internal review.
• Stay abreast of any applications that are linked to the client system.
• Understand how to customize reports within the QB product for client
• Understand how to generate KPI reporting for clients and further understand how to explain ‘tell the story’ from reports
• Accurately prepare necessary reporting and tie outs to subledger documentation
