Managing a portfolio of CAS/consulting clients, serving as their primary relationship owner
Overseeing clients’ monthly, quarterly, and annual accounting processes to ensure complete, accurate, and timely financial reporting
Reviewing and advising on bookkeeping, general ledger accuracy, reconciliations, payroll and financial clean-up
Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions
Acting as a fractional CFO by supporting fo