Overview
This role involves providing comprehensive accounting and advisory support to U.S.-based businesses. The position requires managing client relationships, reviewing financial reports, supporting Profit First implementation, and maintaining advisory operations independently.
Responsibilities
- Manage client relationships and communications effectively
- Review and analyze financial reports
- Support the implementation of Profit First methodologies
- Maintain smooth advisory operations without direct supervision
Requirements
- Minimum of 3 years experience supporting U.S.-based businesses
- Proficiency in QuickBooks Online
- Payroll experience, with preference for Gusto
- Strong client communication skills
- Experience with CRM systems, preferably GoHighLevel
Preferred Qualifications
- Profit First certification
- Experience working in a Fractional CFO firm
- Experience with multi-entity or real estate accounting
Location
- Remote position
- Must be available during U.S. business hours