The Executive Assistant will manage calendars, inboxes, and meeting logistics for the Integrator and Visionary while tracking commitments and ensuring follow-through. They will also oversee administrative tasks related to EOS, people and culture, and technology inventory management.
The Bookkeeping Specialist will manage daily financial transactions, including invoice coding, bank reconciliations, and accounts payable/receivable for a portfolio of clients. They will also support month-end and year-end closing processes and assist with audit documentation.
Lead new clients through the onboarding process by transforming inefficient accounting processes into scalable cloud-based systems. Manage a small portfolio of recurring clients while developing onboarding SOPs and leveraging AI to improve operational efficiency.
The Cloud Accountant manages a portfolio of clients by delivering accurate bookkeeping, financial reporting, and tax filing preparation. They also collaborate on process improvements and provide strategic financial advisory services to support client business growth.
