![]() ![]() Communicate with client when miscommunications happen, stepping in when the client fails to communicate with our company or to figure out options if the client is uneasy.Make sure account managers keep the client communication sheet updated with notes on client status so that any acct manager can pick up where they left off.Make sure balance sheet in QuickBooks matches tax return balance sheet, if applicable.Encourage acct manager to question/check in with the client for best communication. Give insight to the acct manager for potential financial/business issues that might need attention.Remind account managers of requirements & deadlines Review QB file for any W-9s needed to be completed.Email account managers on changes that need to be made in the client’s QB file.Review acct manager’s work to show they are current & QB register balances match the statements.Confirm all reconciliations have been completed correctly for bank & credit card accounts.Review client financial statements quarterly with each account manager & provide feedback for any odd transactions or how to deal with client situations mentor. ![]() Competent with desktop and online versions of QuickBooks.Holds/maintains a title of ProAdvisor with Intuit, passing one of the Advance Certifications.Has a college degree in Accounting or equivalent in experience.Instead of asking questions, a bookkeeping manager offers solutions & options. ![]()
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