• Prepare and support full-cycle financial statements • Support month-end and year-end close processes • Ensure accurate and timely preparation of monthly financial reports and supporting schedules • Provide variance analysis against departmental budgets and identify key financial trends • Review Profit & Loss accounts to ensure proper coding, allocations, and classification across departments • Maintain and reconcile balance sheet accounts on a monthly basis • Support accruals, prepaids, intercompany activity, and other month-end accounting entries • Help ensure accounting records are accurate, complete, and properly documented • Support reconciliation processes related to deferred revenue and unbilled Accounts Receivable • Assist with revenue recognition for SaaS subscription, usage-based, recurring, or contract-based billing models • Review revenue-related data to ensure accuracy, completeness, and proper support • Assist with accounting treatments related to SaaS, technology, or recurring revenue operations • Maintain accurate reconciliation schedules and supporting documentation • Help manage accounting processes related to fixed assets, including additions, disposals, amortization, and depreciation • Support equity-related accounting processes, including stock-based compensation or ESOP-related accounting, when applicable • Assist with sales tax and economic nexus research across U.S. states and international jurisdictions • Support year-end close, audit requests, and compliance-related processes • Contribute to finance team projects, systems improvements, and operational initiatives • Identify process inefficiencies and proactively recommend scalable solutions • Support workflow optimization as the company continues to grow • Communicate financial concepts clearly to non-finance stakeholders • Support internal teams with accounting-related questions and financial reporting needs

• Maintain precise, up-to-date financial records within QuickBooks Online • Record, categorize, and reconcile all bank accounts and credit card transactions • Prepare monthly financial statements, management reports, and general ledger reconciliations • Monitor accounts payable (AP) and accounts receivable (AR), investigating and resolving any financial discrepancies • Manage and reconcile attorney trust accounts (IOLTA) in strict compliance with legal accounting regulations • Meticulously track client retainers, trust fund deposits, and trust disbursements • Calculate employee wages, bonuses, commissions, and incentive structures • Generate accurate client invoices and coordinate with attorneys on complex billing matters • Prepare comprehensive year-end financial reports

• Maintain accurate and up-to-date financial records for small contractor clients • Reconcile bank accounts, credit cards, and vendor statements on a regular basis • Categorize transactions and ensure the chart of accounts is organized and consistent • Support job costing and project-level tracking for active construction projects • Track retainage and assist with AIA billing documentation • Maintain work-in-progress records and flag discrepancies to the senior accountant • Enter, categorize, and reconcile transactions inside QuickBooks Online • Assist with initial cleanup of disorganized or outdated client books • Keep client files organized and audit-ready at all times • Generate basic financial reports including profit and loss, balance sheet, and cash flow summaries • Support the senior accountant with data preparation and document organization • Flag issues or irregularities as they arise rather than waiting for review

• Own full-cycle accounting operations across a portfolio of U.S.-based SMB clients, managing up to 30 accounts with high accuracy and consistency • Lead month-end, quarterly, and annual close processes, including financial reviews, reconciliations, and reporting • Analyze financial data, identify trends and variances, and confidently present insights to clients during recurring meetings • Review and oversee accounting workflows completed by junior team members, providing guidance, delegation, and quality control • Act as a key escalation point for complex accounting issues, client requests, and accounting clean-up projects • Maintain strong client relationships through proactive communication, problem-solving, and high-quality service • Drive operational excellence by improving workflows, supporting system adoption, and maintaining internal process standards