Bookkeeper360

The Account Executive will manage the full sales cycle from lead qualification to closing while serving as a trusted advisor to small business owners. They are responsible for conducting discovery calls, developing customized service proposals, and maintaining accurate sales data in the CRM.

Manage a book of clients as the primary point of contact, providing monthly financial reviews and ensuring timely deliverables. Lead and review the work of 1-3 bookkeepers to maintain accurate transactional bookkeeping and financial reporting.

Manage the onboarding process for new clients by preparing accurate accrual-basis financial statements and performing detailed account reconciliations. Coordinate multiple onboarding projects across various industries using cloud-based accounting platforms to ensure a smooth client transition.