Jambrina CPA, Accounting and Tax Advisors

• Interact with clients and gather supporting data to ensure invoice accuracy • Process high volume of billing per month • Responsible for collection effort and meeting monthly goals • Contacting clients by phone to secure payment and making follow-up calls • Provide input to policies, systems, methods, and procedures for effective management and control of billing functions • Ensure all clients remain informed of their outstanding debt and deadlines • Educate clients regarding invoice receipts, account statements, and remittance options through the use of online portal • Perform basic accounting such as reconciliation and adjustment pertaining to billing role • Ensure quality assurance through billing audits and analytics • Perform any other requested task as needed

• Manage and prioritize email communications, especially for VIP clients. • Draft and send updates via Canopy or SharePoint. • Coordinate with internal departments to ensure timely responses. • Schedule meetings and escalate urgent matters to the Partner. • Organize incoming documents and maintain task tracking in Canopy. • Schedule and prepare meetings with advance reminders. • Gather and organize relevant materials from tax/accounting teams. • Send organizer links, collect information, and assist with quote preparation for new clients. • Review tax, accounting, and billing status for existing clients. • Send meeting summaries and request pending documents. • Ensure proper documentation and communication with internal teams. • Follow up on service requests and client onboarding processes. • Track pending client information and send reminders as needed.