• Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback • Review financial statements prepared by associates in QuickBooks Online and other accounting platforms • Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships • Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns • Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis • Lead client onboarding and ensure a smooth transition into our processes • Provide a seamless and clean hand-off of client books to our tax team for tax return preparation