• Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls • Prepare financial statements to facilitate the clients decision making process • Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close • Prepare budgets and revenue targets with clients • Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends • Lead and/or mentor other Client Advisors • Address payroll questions/concerns and provide first-level troubleshooting • Delight customers with expert guidance and support • Manage personal workload to deliver high quality work products on time • Effectively communicate with internal and external stakeholders and management on established performance expectations • Work across teams to keep others informed of client status (i.e. Tax, client experience) • Expand client portfolio and advisory services, with willingness to pursue CFO certification