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Team Leadership:
- Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth.
- Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work.
Client Management:
- Respond promptly to client inquiries and assist with technical issues.
- Conduct periodic service reviews to align with client goals and expectations.
- Provide training to clients and team members on cloud-based accounting systems.
Financial Responsibilities:
- Handle month-end reviews, account reconciliations, and journal entries.
- Generate actionable monthly or quarterly dashboards to provide clients with insights into their financial health.
Revel CPA
Revel CPA helps creative entrepreneurs and their businesses with business and taxes. The team focuses on being socially conscious, staying young-at-heart, and always learning while doing impeccable work.