Bookkeeping

Operate mail sorting equipment, create batches and deposits, perform data entry, and assist in completing customer deposits while ensuring adherence to service level agreements and maintaining attention to detail in a production environment.

Provide comprehensive accounting services for clients, oversee outsourced specialists, and prepare financial reports while ensuring compliance with deadlines and budgets. Act as a key contact for day-to-day accounting matters and streamline processes.

Manage the planning and administration of benefits programs, ensure compliance with laws, monitor program effectiveness, and provide consultative services to management while supervising benefits staff to enhance organizational objectives.

Provide exceptional accounting services to non-profit clients, manage client relationships, execute accounts payable/receivable processes, and collaborate with team members to enhance client satisfaction and operational efficiency.

Manage accounts payable and receivable, process payroll and taxes, create financial statements, and maintain accurate financial records while ensuring compliance with regulations and supporting audit preparations.

Conduct tax interviews and support clients through virtual tools, generate business growth, and collaborate with team members to enhance service delivery while continuously improving tax expertise and client relationships.

Oversee tax return preparation, provide strategic tax planning, manage accounting functions, and ensure compliance with regulations while serving as a trusted advisor to clients on their financial goals.

Manage accounting work for multiple clients while performing day-to-day bookkeeping, supporting financial reporting processes, and serving as a primary contact for client inquiries, ensuring accuracy and timely communication.

Conduct tax interviews and support clients with diverse tax needs while generating business growth and increasing client retention. Collaborate with team members to enhance tax expertise and ensure effective communication with clients.

Serve as a key contact for procurement guidelines, assist in the procurement of goods and services, manage workflow using tracking systems, and provide exceptional customer service to faculty, staff, and students.

Learn and apply technical accounting skills, process invoices and payroll transactions, perform reconciliations, and ensure accurate reporting while collaborating with team members to support client success and achieve project goals.

Provide exceptional support to clients via multiple channels, resolve technical issues across the ERP platform, perform data analysis for troubleshooting, and collaborate with teams to enhance customer experience and product functionality.

Manage the full cycle accounts receivable process, ensuring accurate monthly billing and collections, monitoring past due accounts, and providing detailed reporting on AR collections and aging analysis.

Manage vendor invoices and resident billing, reconcile accounts, and perform month-end reviews to ensure financial accuracy and compliance with accounting standards while assisting in tax return preparation and other accounting tasks as needed.

Perform a variety of accounting and financial duties including processing vendor invoices, recording payments, and preparing monthly financial statements. Strong communication and organizational skills required. Minimum 1 year experience with spreads..

Process invoices for payment, reconcile accounts payable ledgers, and verify discrepancies by reconciling vendor accounts. Generate reports on accounts payable status while ensuring compliance with financial policies and procedures.

Perform accounts payable functions, balance general ledgers, and administer compliance with lease accounting standards. Conduct various accounting duties while ensuring effective communication across all levels of the organization.

Conduct tax interviews with clients to provide tailored support, generate business growth through client retention strategies, and enhance tax expertise while collaborating with team members to ensure effective communication and coordination.

Support daily accounting functions by processing accounts payable and receivable, preparing financial reports, and assisting in audits while ensuring compliance with accounting policies and maintaining accurate financial records.

Conduct tax interviews and support clients with diverse tax needs using virtual tools. Generate business growth and increase client retention while collaborating with team members to enhance tax expertise and service delivery.

Conduct tax interviews to support clients with diverse tax needs, build lasting client relationships, and drive business growth while enhancing tax expertise through ongoing training and effective communication techniques.

Provide essential administrative support by managing procurement processes, preparing documents, and facilitating meetings for senior leadership, ensuring operational efficiency and contributing to the growth of a dynamic technical team.

Manage financial records, prepare and analyze reports, assist with month-end closing procedures, and collaborate with team members to ensure accurate data entry and account reconciliations while addressing client inquiries professionally.

Process vendor invoices, organize AP mailbox, maintain financial reports, and manage payments in Costpoint. Assist with bank reconciliation, audits, and 1099 preparation while responding to vendor inquiries professionally.

Maintain accurate financial records, process transactions, and support accounting operations. Record daily transactions, maintain the general ledger, process accounts payable and receivable, and reconcile financial accounts regularly.

Assist in developing accounting process controls, manage accounts receivable and payable, oversee billing processes, and reconcile bank accounts while ensuring high ethical standards and attention to detail in financial reporting.

Lead and mentor the Client Success team, oversee client retention strategies, and develop deep product expertise to enhance client satisfaction and drive adoption of innovative features while collaborating cross-functionally to resolve client needs.

Manage full cycle accounting, prepare financial statements and reports, analyze cash activity for investor distributions, and streamline workflows for payables and receivables while maintaining confidentiality of client data.

Oversee client accounts by managing books, performing reconciliations, processing payrolls, and reviewing financial statements while proactively addressing client needs and supporting project clean-up efforts.

Manage onboarding and implementation for public sector customers, drive adoption across multiple stakeholders, and serve as a trusted advisor to optimize financial workflows and ensure compliance with regulations.

Handle inbound customer requests across various channels, master product knowledge for effective problem-solving, and mentor new hires while contributing to process improvements and enhancing team culture.

Oversee month-end and year-end close processes, maintain general ledger accuracy, manage audit preparation, and execute internal controls while leading and developing finance team members to ensure operational excellence.

Drive federal growth by managing strategic opportunities, leading complex sales cycles, and building relationships with senior government stakeholders to deliver transformative outcomes and shape go-to-market strategies.

Source and qualify new Public Sector opportunities through outbound outreach, maintain accurate client data, and collaborate with leadership to refine sales strategies while engaging with key decision-makers to drive growth.

Lead the technical strategy for Mid Market opportunities, articulate value through collaboration with sales, and create proof of concepts that demonstrate business value while managing the sales lifecycle and influencing product development.

Manage accounts payable and receivable, perform bank reconciliations, maintain filing systems, and assist with payroll processing while ensuring accurate financial records for clients in a dynamic environment.

Conduct tax interviews and support clients through virtual tools, generate business growth, and collaborate with team members to enhance client retention and service offerings while continuously improving tax expertise.

Leverage advanced software to produce accurate financial reports, develop efficient accounting workflows, build strong customer relationships, and mentor team members to enhance overall performance and client satisfaction.

Manage accounts payable and receivable, perform reconciliations, and maintain financial records. Communicate effectively with clients and vendors while preparing reports and assisting with payroll and tax documentation as needed.

Manage accounts payable and receivable, perform bank reconciliations, and maintain financial records while ensuring accurate communication with clients and vendors. Assist in payroll preparation and year-end tax documentation.

Manage bookkeeping and accounting for a diverse customer portfolio, develop efficient workflows, and build strong client relationships while mentoring junior team members to enhance overall service quality and operational efficiency.

Create engaging financial content that simplifies complex concepts for startup founders and small business owners. Collaborate with experts to develop educational materials and utilize AI tools for efficient content production and strategy improvement.

Manage accounts payable and receivable, perform bank reconciliations, and maintain electronic filing systems while ensuring accurate financial records and effective communication with clients and vendors.

Manage customer relations by converting leads to appointments and resolving conflicts, oversee scheduling and installation of projects, assist in local marketing efforts, and maintain accurate financial records.

Manage invoicing for members, calculate expected revenue, resolve discrepancies, and provide exemplary customer service while performing collection calls and monitoring account aging to ensure timely resolution of issues.

Conduct tax interviews with clients, support online tax clients through virtual tools, generate business growth, and enhance client retention by offering additional products and services while fostering teamwork and communication.

Lead technical strategy for Mid Market opportunities, articulate product value to customers, and create proof of concepts that demonstrate business impact, while managing the full sales lifecycle to drive revenue goals.

Execute full-cycle accounting and month-end close activities, prepare financial reports for stakeholders, and ensure compliance with local accounting standards while contributing to the design of scalable financial processes.

Manage bookkeeping tasks by entering data, reconciling accounts, and closing client books accurately. Communicate effectively with clients and prepare detailed financial reports while supporting team training and development initiatives.

Craft and evolve a compelling content narrative that resonates with startup founders and bookkeeping firms, while driving full-funnel content strategy and hands-on creation across various channels to enhance engagement and optimize performance.