Serve as the primary point of contact for client questions and service inquiries, ensuring prompt and professional responses.
Coordinate with internal teams to track requests, resolve issues, and maintain accurate records in company systems.
Assist with onboarding, documentation, and administrative processes while protecting confidential information.
ApTask is a workforce solutions company that provides talent acquisition, staffing, consulting, and permanent placement services. It offers a remote work environment and a collaborative, growth-oriented culture.
Provide technical support and troubleshooting for Lone Wolf's Back Office product via email, phone, and chat.
Log details of support sessions and challenges in the ticketing system, managing your own case workload.
Apply accounting knowledge and interpersonal skills to diagnose, resolve, and escalate customer issues.
Lone Wolf simplifies real estate transactions by providing a digital lead-to-close experience for agents, brokers, and their consumers. With over 30 years in the industry, they value diverse talent and embrace individuality to enrich their organization.
Own day-to-day accounting operations and build a highly effective finance function.
Manage cash, controls, compliance, monthly close, and provide actionable insights to leadership.
Lead modernization of accounting processes and systems to scale without adding headcount.
Donorbox is a leading fundraising platform and donor management system for nonprofit organizations. The company is profitable, bootstrapped, and has a fully distributed 150-person team, named a Best Place to Work in 2026.
Prepare and process customer invoices in accordance with contract requirements and internal billing procedures.
Apply incoming customer payments, reconcile accounts, and investigate or resolve payment discrepancies.
Monitor outstanding receivables and support collection activities to maintain healthy account balances.
The company is a hiring platform that uses AI-powered matching to connect candidates with job opportunities. They operate fully remotely, emphasizing work-life balance and professional growth.
Manage day-to-day accounting activities, including financial reporting and reconciliations.
Process biweekly payroll and ensure compliance with tax filings.
Oversee audit processes and maintain robust financial controls.
Synthesis Health is a mission-driven healthcare company revolutionizing healthcare through innovation and collaboration. Its 100% remote team across the US and Canada is dedicated to core values of clinical service, customer collaboration, and respect.
You will provide customer support for branch banking applications, including troubleshooting and issue resolution.
You will manage service requests, track actions, and ensure timely communication.
You will collaborate with teams and vendors to improve products and processes.
They provide branch banking products and services to financial institutions. They foster a collaborative environment focused on learning, professional growth, and continuous improvement.
Provide remote support to CI customers and aid in user account management.
Troubleshoot and resolve hardware and software issues on desktop and laptop computers.
Participate in remote chat service delivery and test software deployments.
Terrestris leverages technology to create better mission outcomes through better human performance. Rooted in USMC values of honor, courage, and commitment, the company helps the Government become more efficient and effective, serving over 4000 customers nationwide.
Own core bookkeeping functions including reconciliations, payroll support, and month-end close for a portfolio of clients.
Serve as a client-facing point of contact, presenting financial reports and explaining concepts clearly.
Manage daily accounting operations across QuickBooks Online and other systems.
The company provides accounting and bookkeeping services for small and medium-sized businesses. The team is fully remote and values client-facing communication and teaching skills.
Record financial transactions and maintain accounts receivable aging reports for multiple clients.
Reconcile bank records, process payroll, and file sales/property taxes as needed.
Use accounting judgment to code expenses and schedule payments in automated systems.
My Financial Partner is a subsidiary of Teamshares, a national company helping American small businesses become employee owned. They provide fractional accounting resources with a team of experienced accounting professionals who are enthusiastic, inquisitive, and value continuous learning.
Provide comprehensive support to students in financial aid, student accounts, registration, and administrative processes.
Serve as a primary point of contact, ensuring accurate information and timely resolution of issues.
Collaborate with internal teams to maintain compliance and enhance the student experience.
The partner company offers career-focused education programs to support student success. The organization fosters a collaborative and mission-driven culture, with a focus on remote work and innovation.
Embrace coaching and collaborate with your team to ensure clients are delighted with our services.
We empower business owners by taking bookkeeping and operational support functions off their plates, delivering outsourced transactional and full-cycle accounting services. Since 2004, we have grown to over 100 offices nationwide with a network of over 800 employees, fostering a collaborative culture focused on work-life balance.
Manage customer invoicing, accounts payable, and payroll processing with accuracy and compliance.
Support month-end and year-end close activities, reconciliations, and journal entries.
Proactively recommend process improvements to strengthen controls and efficiency.
Ascend Healthcare provides integrated psychiatric and behavioral health services, partnering with health centers to deliver sustainable behavioral health programs. They are a remote-first organization fostering collaboration, career growth, and a patient-first mindset.
Act as the main point of contact for customer inquiries and collections, using tools like Stripe and Fazeshift.
Manage sales tax compliance, including collecting exemption forms and assisting with monthly reconciliations.
Collaborate with cross-functional teams and external auditors, while contributing to process improvements.
Huntress is a cybersecurity company founded in 2015 that protects small to midsize businesses from hidden cyber threats, offering products like Managed EDR and MDR for Microsoft 365. The company is fully remote, values inclusivity, and fosters a culture of ownership and detail-oriented work.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Act as a key financial partner for a strategic client account, managing reporting, forecasting, billing, and contract activities.
Conduct variance analysis and support budgeting and forecasting to improve financial visibility and operational efficiency.
Collaborate with cross-functional teams to ensure successful delivery of large-scale service agreements and maintain client satisfaction.
The partner company is a fast-growing data center infrastructure provider. They offer a collaborative remote environment focused on innovation and client success.
Manage end-to-end payroll support for multiple clients, ensuring accurate and timely delivery.
Resolve complex payroll issues, conduct root cause analyses, and implement corrective actions.
Configure Workday payroll elements and support year-end activities like W-2 adjustments.
Our partner is a payroll services company that delivers end-to-end payroll support to a portfolio of customers. The culture is values-driven, collaborative, and focused on innovation, with opportunities for professional growth.
Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
Manage support requests through ticketing systems, configure user access, and resolve system issues.
Collaborate with product, engineering, and operations teams to enhance systems and document processes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.
Take ownership of the full accounting cycle, including reconciliations, month-end close, and financial reporting.
Oversee job costing, WIP schedules, and percentage-of-completion revenue recognition across residential, commercial, and federal projects.
Lead compliance for federally funded projects, including certified payroll and prevailing wage documentation.
Veta Virtual is a hiring platform that connects accounting professionals with clients in industries like roofing and construction. They operate as a fully remote team, fostering a supportive culture with direct access to company leadership.
Support day-to-day accounting operations and month-end close activities.
Maintain financial accuracy by reviewing data, investigating variances, and reconciling accounts.
Partner cross-functionally to resolve accounting questions and improve processes.
New Engen is a digital marketing agency that helps brands grow smarter through media, creative, analytics, influencer, and retail strategies. They have a collaborative team of strategists, creatives, and analysts with a culture of hard work, humility, and purpose.