• Execute and oversee a full suite of cloud accounting tasks across a variety of clients and industries. • Responsible for the overall care of full-charge bookkeeping and finance processes (invoicing, bill-pay, payroll processing, monthly close, sales tax, year-end prep, etc) for 10-20 clients. • Work with support team on all aspects of service delivery by scheduling and delegating tasks, reviewing work, and coaching and answering questions warmly and clearly. • Act as primary client contact, answering questions and advising as needed to suggest process improvements. • Review the books of potential clients to see what errors need fixing and to help sales in accurate pricing of new engagements along with crafting a plan to onboard new clients into our systems. • Delegate and manage the necessary clean-up and onboarding work when potential clients sign. • Run payroll, close monthly books, and create processes for cash and accrual-basis clients.