Job Description
Description Key Responsibilities
• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.
• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.
• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.
• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.
• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.
• Develop and monitor client-specific accounting policies, procedures, and internal controls.
• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.
• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.
• Coordinate with tax...
• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.
• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.
• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.
• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.
• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.
• Develop and monitor client-specific accounting policies, procedures, and internal controls.
• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.
• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.
• Coordinate with tax...