Manage monthly bookkeeping, reconciliations, payables and receivables, payroll entries, and financial reporting for a portfolio of small-business clients. Clean up overdue books, flag issues for review, and support tax-season preparation and client document intake for business returns.
Manage the founder’s inbox, calendar, client files, task tracking, and administrative documents, while entering and verifying financial data and following up with clients for missing records. Handle landscaping and snow-removal client inquiries, estimates, outbound outreach, service logistics, and pipeline tracking, and help document procedures and coordinate new teammates.
