• Own the client relationship from onboarding through ongoing service • Serve as the primary point of contact for bookkeeping clients • Coordinate onboarding, handoffs, and ongoing delivery with offshore teams • Ensure a smooth, professional, and responsive client experience • Act as an entrepreneurial partner in refining and scaling the bookkeeping model • Receive and qualify leads from field tax preparers • Contact prospective clients, explain the bookkeeping service, and guide them through enrollment • Manage client sign-up, billing setup, and ongoing account communication • Serve as the main point of contact for client questions and light-touch support • Proactively manage expectations, timelines, and deliverables • Gather required documents and system access during onboarding • Prepare clean, complete onboarding packages for offshore bookkeeping teams • Coordinate client handoffs and ensure offshore teams have the information they need • Monitor workflow, turnaround times, and service quality across accounts • Review offshore bookkeeping work, including reconciliations and monthly reports • Ensure accuracy, completeness, and consistency before delivery to clients • Deliver final reports and respond to basic client questions • Handle escalations, missing information, and exceptions • Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities • Identify gaps in processes, templates, and SOPs • Suggest improvements based on real client interactions and delivery outcomes • Help refine the operating model as the bookkeeping business evolves