• Ability to manage client relationship and deliver the company experience (customized solutions, ease of doing business, and extraordinary service)
  • Ability to oversee execution of services
  • Advanced problem-solving skills
  • Bookkeeping experience with a focus on accuracy, timeliness and efficiency
  • Excellent verbal and written communication
  • Proficiency with Microsoft Excel
  • Ability to define and document new processes
  • Basic ability to read and analyze financial statements
  • Ability to quickly learn and master new cloud-based software applications
  • Proficiency with QuickBooks Online and Xero (preferred)
Key Responsibilities
  • Team meetings
  • Internal email correspondence
  • Skill development reading
  • Daily task planning
  • Task-by-task time tracking
  • Account Executive functions:
    1. Managing and training the team
    2. Answering questions
    3. Monitoring team performance metrics
    4.  AP
    5.  AR
    6.  Reconciliations
    7.  Payroll
    8.  Reporting
    9. Sales/Use tax filing
    10. Bookkeeping tasks
  • Financials:
  1.  Reconciliations
  2.  Reports (owner statements, P&L, balance sheet)
  3. Other crosschecks