- – Own administrative tasks, transforming convoluted processes into efficient systems.
- – Build and maintain processes in Monday.com, Slack, and Google Workspace for efficiency.
- – Manage office logistics, including organization, supply restocking, and general upkeep.
- – Prepare compilation engagements and complex tax filings for various entities.
- – Manage client files, ensuring accuracy, compliance, and timely completion.
- – Train and mentor junior staff, providing technical guidance and feedback.
- – Maintain accurate financial records using QuickBooks and Sage 300.
- – Process accounts payable and receivable, ensuring timely and accurate billing.
- – Perform bank reconciliations and prepare financial documentation for reporting.