Bookkeeping & Account ManagementAccurately categorize transactions, reconcile accounts, and maintain clean ledgersIdentify and resolve discrepancies with care and attention to detailConduct monthly financial reviews to ensure every client’s books are accurate and up to dateClient Support & CommunicationServe as the main point of contact for your clients — small business owners who rely on your guidanceProvide empathetic, professional, and clear communication across chat, email, and phoneBuild strong relationships by explaining financial information in a way clients can easily understandProblem Solving & OwnershipTake initiative to identify and resolve client concerns proactivelyOwn the client experience from start to finish, ensuring satisfaction and trustCollaborate with internal teams using tools like Bench App, Salesforce, and Slack
