Grayson HR

• Develop performance review processes that managers actually use • 9-Box frameworks and calibration protocols • Succession plans for critical roles • Individual development plans and career path maps • Manager development curriculum • Automate performance review process

• Guide client CEOs through critical growth decisions • Oversee accounting infrastructure • Build dynamic cash flow models and KPI frameworks

• Execute and own the complete monthly, quarterly, and annual financial closing process for assigned clients, ensuring all accounts are reconciled and ready for management review. • Perform and review detailed operational accounting tasks, including all journal entries and accruals, accurate bank and credit card reconciliations, and management of bank feed rules and meticulous maintenance of vendor and customer master lists. • Oversee the timely and accurate preparation of internal reports, including A/P and A/R aging reports, and compile all necessary documentation for: Payroll tax filings, W-2/W-3, and 1099 filings; Sales and use tax, personal property tax, and business license renewals. • Review existing financial workflows and execute improvements to strengthen internal controls over cash management and expense reporting, enhancing operational efficiency and scalability. • Prepare and compile detailed financial schedules, reconciliations, and documentation to support and expedite the annual financial statement review or audit by external accounting partners. • Ensure accounts are optimized and transactions are consistently classified according to GAAP, maintaining the integrity of the financial system. • Provide expert input on cash flow monitoring and assist with preliminary financial report analysis as needed by client leadership. • Maintain detailed daily tracking of hours by client and project, ensuring accurate reporting and accountability for assigned engagements.

• Lead, manage, and deliver exceptional tax services • Serve as a trusted business advisor aiming to maximize and achieve qualitative outcomes • Uphold the firm's vision, mission, operating values, and strategic road map • Foster a growth-oriented, positive, and encouraging work environment • Ensure compliance with all state, federal, and international tax laws • Provide innovative tax planning strategies and review complex income tax returns • Manage and coordinate tax audits, working closely with relevant internal partners • Monitor current and impending changes to tax regulations • Work with the accounting team to maintain accurate tax balances on General Ledgers • Assist with accounting and other special projects • Work with the administrative team to oversee and safeguard all information data requests received from clients