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 Bench App, Salesforce, and Sl...