• Manage and oversee the day-to-day accounting operations, including general ledger maintenance, financial reporting, AR, AP, and account reconciliations. • Apply knowledge of healthcare accounting principles and standards, including revenue recognition, to ensure accurate and compliant financial reporting. • Ensure adherence to healthcare-specific financial regulations such as HIPAA, Medicare/Medicaid billing, and other relevant guidelines. • Utilize technical expertise to support the implementation, integration, and optimization of financial systems, with a focus on Sage and NetSuite. • Conduct financial analysis and provide insights on financial performance, trends, and forecasts to support strategic decision-making. • Coordinate and manage internal and external audits, ensuring timely and accurate submission of financial reports and documentation. • Supervise and mentor accounting staff, fostering a collaborative and productive work environment.

• Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans. • Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding. • Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy. • Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk. • Draft and revise contracts to meet the company’s standards and the clients’ needs. • Work closely with the legal and sales teams to ensure contracts align with business objectives. • Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues. • Provide guidance on how to effectively use QuickBooks in conjunction with the company's software. • Address customer queries and assist in resolving technical issues involving QuickBooks integration.

• Lead and manage the general accounting functions, including overseeing the maintenance of accurate financial records, account reconciliations, and the preparation of journal entries. • Prepare, review, and ensure the accuracy of financial statements, ensuring compliance with accounting standards and company policies. • Oversee and manage month-end, quarter-end, and year-end closing processes, ensuring timely and accurate financial reporting. • Conduct detailed account reconciliations, resolving discrepancies promptly and efficiently. • Oversee the budgeting and forecasting processes, providing comprehensive financial data, analysis, and recommendations. • Support internal and external audits, providing necessary documentation and insights to auditors. • Develop, implement, and maintain accounting policies and procedures, promoting best practices and ensuring strong internal controls. • Supervise, mentor, and develop the accounting team, fostering a collaborative, high-performance work environment. • Collaborate with other departments to provide financial insights and support strategic business decisions. • Lead or participate in special projects and initiatives as assigned by senior management.

• Develop, implement, and optimize campaigns to attract potential clients through various online and offline channels. This includes digital marketing, email marketing, and social media outreach. • Produce engaging marketing content (blog posts, social media updates, newsletters) that highlights the firm’s expertise and services in accounting. Ensure the content is tailored to appeal to target audiences, particularly small businesses and entrepreneurs. • Optimize the firm’s online presence through SEO strategies, keyword research, and paid advertising campaigns (Google Ads, LinkedIn, etc.) to increase visibility and inbound leads. • Design and execute email marketing campaigns, managing the customer relationship management (CRM) system to ensure accurate tracking of leads and client interactions. • Manage and grow the firm’s social media profiles, driving engagement and building relationships with potential clients through consistent, high-quality content and strategic interaction. • Coordinate and promote webinars, seminars, and networking events that position the firm as a thought leader in the accounting sector. Attend relevant industry events to generate leads and expand networks. • Conduct market research to identify trends, client needs, and competitive opportunities. Provide insights and recommendations on how to adapt marketing strategies to remain competitive. • Support the development of brand messaging and visuals to create a professional, approachable image that resonates with small business clients and start-ups.