• Keeping the books (data entry, reconciliation, review, financial statements) for law firm and attorney clients. • Working from home, although we have in-person team lunches quarterly and two annual company events. • Attending regular business hours for communication with clients and participate in team meetings and training. • Engaging during hands-on training and required daytime Zoom meetings for the first 2-4 months of employment.

• The Bookkeeper will be responsible for managing and maintaining accurate records, ensuring timely invoicing, collections, and payment application. • This role plays a key part in maintaining healthy cash flow and supporting Cube Care’s financial accuracy and reporting. • Maintain accurate AR records in the accounting system • Assist with month-end closing activities related to receivables • Reconcile AR sub-ledgers to the general ledger • Support audits and provide AR documentation as needed • Collaborate with sales, operations, and customer service teams to ensure billing accuracy • Identify opportunities to improve AR processes and collection efficiency • Help maintain clear documentation of billing and AR procedures

• Record daily financial transactions • Produce financial reports to assist management in strategic decisions • Assist in running payroll and generating invoices • Review client agreements for compliance • Manage daily financial transactions including invoicing, accounts payable, and receivable • Create management reports • Conduct monthly reviews of client user count and financial reviews

• Welcome and frame the firm • Lead the kickoff meeting: objectives, scope, milestones, roles (sponsor, internal contacts). • Assess the context: firm size and organization, business priorities, calendar constraints. • Provide the training kit and enroll participants in Pennylane group sessions. • Prepare and facilitate “first steps” workshops focused on key workflows (bookkeeping, review, VAT, period‑end closing). • Monitor participation and follow up with teams until the expected level is achieved. • Define prerequisites and checklists; establish a simple dated schedule. • Organize short, regular unblock sessions; respond promptly to questions. • Centralize feedback, handle straightforward issues, and escalate technical topics to the relevant teams (Migration, Support, Product). • Maintain a dashboard: progress, adoption, incidents, risks. • Produce clear minutes after each meeting; record decisions. • Prepare the handover package for the team responsible for long‑term adoption follow‑up. • Equip the sponsor and internal contact with communication tools for staff. • Collect field feedback and continuously improve materials (FAQ, guides, templates).