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Client & Engagement Management:

  • Manage and prioritize workflows across multiple clients with varying industries and complexity.
  • Act as the primary point of contact, providing proactive communication, insights, and guidance.
  • Identify opportunities to streamline processes and improve the client experience.

Technical Bookkeeping:

  • Perform and review advanced reconciliations (bank, credit card, loans, payroll clearing).
  • Manage full-cycle AP/AR, including vendor bills, invoicing, payments, and collections follow-up.
  • Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow).

Team Leadership & Mentorship:

  • Review work prepared by Bookkeeper I and II team members.
  • Provide coaching, guidance, and support on complex transactions and best practices.

Out of the Box Technology

They are a technology company. They appear to be a dynamic, service-driven company with a focus on client relationships and delivering exceptional results. There is no information about size or culture in the posting.

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