The Senior Client Advisor manages client relationships, oversees bookkeeping tasks, provides financial insights, and ensures timely service delivery while leading a team of bookkeepers.

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

Responsible for evaluating client operations, recommending tech solutions, managing integrations, documenting processes, and ensuring successful client engagement with technology.