• Manage and prioritize workflows across multiple clients with varying industries and complexity. • Act as the primary point of contact, providing proactive communication, insights, and guidance. • Perform and review advanced reconciliations (bank, credit card, loans, payroll clearing). • Manage full-cycle AP/AR, including vendor bills, invoicing, payments, and collections follow-up. • Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow). • Record and review complex journal entries and maintain accurate general ledgers. • Troubleshoot discrepancies and ensure clean, audit-ready files. • Set up, optimize, and maintain QBO/QBD files tailored to client needs. • Support payroll setup, processing, and filings as needed. • Maintain data accuracy through regular reviews and cleanup work. • Monitor and assist with sales tax tracking, filing, and remittance. • Lead month-end and year-end close processes; support audit readiness. • Review work prepared by Bookkeeper I and II team members. • Provide coaching, guidance, and support on complex transactions and best practices.