Communicating with clients to understand financial needs and report that information to the accountant Managing basic office administrative tasks, including filing, printing, reporting and emailing Recording and processing all financial and accounting practices, including profit and loss (P&L) reports Working closely with accounting or finance professionals to manage client records Maintaining bookkeeping and office accounting needs Collecting payments and updating accounts payable (AP) and accounts receivable (AR) records Scheduling client appointments and managing important department deadlines