• Build and maintain strong relationships with dental practice owners, acting as a trusted advisor • Conduct regular client meetings to understand their financial needs, goals, and challenges • Provide strategic insights and actionable recommendations in a clear and accessible manner • Collaborate with clients to develop customized financial plans, emphasizing their unique practice dynamics • Facilitate effective communication between clients and our Accounting Team, ensuring client satisfaction • Stay informed about industry trends, regulations, and business best practices • Additional financial reporting responsibilities as needed

• Pull daily reports from email and create monthly activity file. • Reconcile various trucker card programs to the bank on a weekly basis. • Run activity reports from website for some programs. • From activity files, use pivot tables to provide transaction fees by location. • Compile monthly trucker card fees and create journal entry. • Use 3rd party bill pay system to run various utility reports. • Provide invoices to account receivable for them to be billed back. Every Monday, Wednesday, & Friday. • Provide administrative support for various ad hoc utility requests. • Ability to call vendors. • Prepare general ledger reconciliations for small programs. • Ability to follow processes but comfortable to ask questions when there are exceptions.

• Manage a portfolio of private company clients as their primary accounting advisor • Lead and manage client relationships, ensuring all accounting, compliance, and advisory needs are met • Oversee bookkeeping, and year-end work, coordinating with specialists as needed • Lead the onboarding process of new clients, set up and document processes, integrations and systems based on AH Cloud tools, and lead the eventual handoff to a bookkeeper within the team • Assist with scoping of new clients and rescoping of existing clients • Perform bookkeeping directly or supervise junior bookkeepers depending on the client • Conduct client meetings, set expectations, and provide strategic guidance • Review financial statements, working papers, and deliverables prepared by junior staff • Mentor and coach junior team members in the Philippines • Analyze workflows and recommend process or technology improvements • Assist with or lead implementation of workflows and cloud-based tools • Liaise with tax, corporate compliance, valuation/M&A, and CFO specialists • Ensure deliverables are accurate, timely, and aligned with Canadian accounting standards • Provide updates and participate in team check-ins

• Shadowing members of the accounting department as they perform their duties • Working with Accounting software • Learning how to work as part of the accounting team to compile and analyze data, track information, and support the organization • Assist with various areas of the company’s accounting processes, recording journal entries, preparing balance sheet reconciliations, and balance sheet workpapers • Maintain compliance with internal controls, policies, and procedures • Support ad hoc financial information requests and analyses and other special projects as assigned • Exposure to financial statements including the income statement, balance sheet, and cash flow • Support the month-end close procedures • Participate in reconciliations and mid-year standard cost calculations • Assist with inventory accounting • Learn how the company tracks and manages the raw material and finished goods inventory to ensure that the company's financial statements accurately reflect the value of its inventory and cost of goods sold. • Fixed asset accounting • Learn how to record and manage the company’s fixed assets • Track capital expenditure projects • Capitalize assets, dispose of assets, and depreciate assets • Bank reconciliations • Accounts receivable aging reports, journal entries, balance sheet workpapers and reconciliations • Other duties may be assigned.