- Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
- Identify and resolve discrepancies with care and attention to detail
- Conduct monthly financial reviews to ensure every client’s books are accurate and up to date
Client Support & Communication
- Serve as the main point of contact for your clients — small business owners who rely on your guidance
- Provide empathetic, professional, and clear communication across chat, email, and phone
- Build strong relationships by explaining financial information in a way clients can easily understand
Problem Solving & Ownership
- Take initiative to identify and resolve client concerns proactively
- Own the client experience from start to finish, ensuring satisfaction and trust
- Collaborate with internal teams using tools like Bench App, Salesforce, and Slack
📌 Quickbooks Certified Bookkeeper (Ciudad de México)
🏢 Employer.com
📍 Ciudad de México
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