• Manage and maintain projects within Buildertrend • Generate invoices, track payments, and prepare financial reports • Perform accurate receipt management and data entry • Ensure proper synchronization and integration between Buildertrend and QuickBooks • Handle accounts payable and accounts receivable tasks • Reconcile bank and credit card statements • Assist in month-end closing processes • Maintain organized financial records and documentation • Coordinate with the client regarding project costs, budgets, and updates • Identify discrepancies and resolve issues proactively

• Support 30-40 clients with monthly bookkeeping • Run payroll or help with payables for a subset of those clients • Complete monthly bookkeeping and financial reporting for client practices • Accept and code transactions in QuickBooks Online • Reconcile accounts and close books monthly • Support payroll process, including processing payroll, adding/removing employees, setting up withholdings, Insurance and IRA remittances • Assist with Retirement censuses and Worker’s Compensation Audits • Use Bill.com to support Bill Pay or A/P for client practices • Provide feedback and guidance to development of the service

• Complete monthly bookkeeping and financial reporting for 30-40 client practices. • Accept and code transactions in QuickBooks Online. • Reconcile accounts and close books monthly. • Support payroll process, including processing payroll, adding/removing employees, setting up withholdings, Insurance and IRA remittances. • Assist with Retirement censuses and Worker’s Compensation Audits. • Use Bill.com to support Bill Pay or A/P for client practices. • Provide feedback and guidance to development of the service

• Supervise a team of 5 accountants • Lead meetings and training sessions • Respond to complex client issues and provide solutions • Collaborate with accounting expert teams • Advise owners and managers of micro‑enterprises and SMEs