• Manage client relationships weekly and monthly • Is the primary point of contact for Bookkeeper360 clients • Interact with business owners, providing them monthly financial reviews, or, as needed by the client • Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting • Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc. • Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy • Reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Complete any back work projects in an efficient, timely manner • Routinely communicate with your manager relating to financial close, accounting issues, and deliverables • Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients • Set up and manage cloud technology integrations • Review workflow and business operations, and make technology and app recommendations to increase efficiencies