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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 Slack
Mainstreet (Bench)
Mainstreet (Bench) helps small businesses succeed in a collaborative environment. They offer a remote-first culture, career growth opportunities, and a supportive, people-first team that celebrates clear communication and client success.