- Communicating with clients to better understand financial needs and report that information to the Accountant
- Managing basic office administrative tasks including filing, printing, reporting and emailing
- Recording and processing all financial and accounting practices, including profit and loss reports
- Working closely with accounting or financial professional to manage client’s records
- Maintaining bookkeeping and office accounting needs
- Collecting payments and updating accounts payable and receivable records
- Scheduling client appointments and managing important department deadlines
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