Job Description
Job Description
Bookkeeping & Account Management
- Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
- Identify and resolve discrepancies with care and attention to detail
- Conduct monthly financial reviews to ensure every client’s books are accurate and up to date
Client Support & Communication
- Serve as the main point of contact for your clients — small business owners who rely on your guidance
- Provide empathetic, professional, and clear communication across chat, email, and phone
- Build strong relationships by explaining financial information in a way clients can easily understand
Problem Solving & Ownership
- Take initiative to identify and resolve client concerns proactively
- Own the client experience from start to finish, ensuring satisfaction and trust
- Collaborate with internal teams using tools like Salesforce and Slac...