The Software Solution Specialist collaborates with clients to enhance tech stack implementations, document processes, and provide training, focusing on improving efficiencies.

Manage client relationships, oversee bookkeeping tasks, and provide insights on financial performance. Lead a team of bookkeepers and engage in operational improvements.

Prepare and file multi-state sales tax returns, manage a team, conduct tax research, and provide advisory services on compliance matters.

Manage a team of accountants ensuring accuracy, training, profitability, and quality control of client engagements while fostering a people-oriented and tech-savvy environment.