- – 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.
- – Provide occupational therapy assessments and interventions to enhance quality of life.
- – Collaborate with individuals and teams to develop person-directed support solutions.
- – Recommend adaptive equipment and assistive technology for improved accessibility.
- – 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.