• Manage day-to-day bookkeeping, including invoicing, accounts payable/receivable, reconciliations, and BAS preparation • Process payroll accurately and in compliance with relevant Australian regulations • Prepare and lodge NDIS invoices, ensuring alignment with funding rules and service bookings • Utilize client management and rostering tools like ShiftCare to ensure accurate shift data is captured for payroll and billing • Maintain accurate financial records and generate regular financial reports for management • Provide administrative support such as scheduling, email management, document preparation, and maintaining client records • Support compliance with NDIS reporting, audits, and service delivery documentation requirements • Assist with onboarding new clients or team members and maintaining organizational systems

• Support the launch of the new bookkeeping MVP • Manage onboarding and coordinate client handoffs • Oversee offshore bookkeeping work and ensure accuracy • Provide a smooth client experience with light-touch support • Act as an entrepreneurial partner to help build and refine the model as we go • Receive and qualify leads from field tax preparers • Contact clients, explain the service, and complete sign-up and billing • Gather documents and account access during onboarding • Prepare clean and organized onboarding packages for offshore • Review offshore work, including reconciliations and monthly reports • Send final reports to clients and answer basic questions • Handle escalations and missing or unclear information • Monitor workflow, turnaround times, and overall service quality • Identify clients who need more than the MVP offering • Suggest improvements to processes, templates, and SOPs

• Manage day-to-day financial operations, including reconciliation, accounting tasks, and transaction processing. • Support the finance team by managing daily accounting and financial tasks. • Handle reconciliations, debits, credits, and general bookkeeping activities. • Contribute to the annual and periodic budgeting process, working with management to develop accurate financial forecasts and projections. • Troubleshoot and resolve financial discrepancies with accuracy and timeliness. • Ensure all financial records are accurate, organized, and up to date. • Collaborate with team members to streamline financial processes and support business operations.

• Gestionar y conciliar cuentas IOLTA y cuentas operativas cumpliendo estándares legales y éticos. • Realizar conciliaciones mensuales de todas las cuentas. • Registrar y categorizar ingresos y gastos relacionados con casos de lesiones personales. • Mantener registros precisos de fondos de clientes, desembolsos y acuerdos. • Generar reportes financieros para revisión interna y preparación de impuestos. • Colaborar con abogados y personal para garantizar la correcta asignación de fondos.