Bookkeeping & Account Management
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Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
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Identify and resolve discrepancies with care and attention to detail
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Conduct monthly financial reviews to ensure every client’s books are accurate and up to date
Client Support & Communication
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Serve as the main point of contact for your clients — small business owners who rely on your guidance
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Provide empathetic, professional, and clear communication across chat, email, and phone
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Build strong relationships by explaining financial information in a way clients can easily understand
Problem Solving & Ownership
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Take initiative to identify and resolve client concerns proactively
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Own the client experience from start to finish, ensuring satisfaction and trust
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Collaborate with internal teams using tools like Bench App, Salesforce, and Slack