Understand and define clients’ financial goals to align planning and reporting
Maintain accurate financial records and ensure regulatory compliance
Develop and implement accounting systems tailored to business needs
Monitor financial performance through balance sheets and income statements
Ensure adherence to internal controls and standard accounting practices
Supervise bookkeeping processes and payroll functions
Analyze and interpret financial data and documentation
Prepare detailed financial statements and performance reports
File accurate income tax returns based on comprehensive financial records
Deliver insights and recommendations on financial, business, and tax strategies
Conduct audits and present findings to management or clients
Establish and balance accounts using both manual and digital systems