Bookkeeping & Account Management - Accurately categorize transactions, reconcile accounts, and maintain clean ledgers- Identify and resolve discrepancies with care and attention to detail- Conduct monthly financial reviews to ensure every client's books are accurate and up to dateClient Support & Communication- Serve as the main point of contact for your clients — small business owners who rely on your guidance- Provide empathetic, professional, and clear communication across chat, email, and phone- Build strong relationships by explaining financial information in a way clients can easily understandProblem Solving & Ownership- Take initiative to identify and resolve client concerns proactively- Own the client experience from start to finish, ensuring satisfaction and trust- Collaborate with internal teams using tools like Bench App, Salesforce, and Slack- QuickBooks Online Certification is required (active certification)- 1+ year of experience in bookkeeping, auditing, or tax prepar...