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Team Leadership:
- Manage, coach, and develop a team of bookkeepers.
- Maintain coverage plans to protect client continuity.
- Provide performance feedback.
Client Delivery:
- Oversee monthly bookkeeping execution.
- Ensure deadlines are met and work is audit-ready.
- Act as escalation point for complex reconciliation issues.
Process Improvement:
- Maintain and improve SOPs and checklists.
- Partner with leadership to improve onboarding workflows.
- Identify bottlenecks and implement solutions.
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