ASK BOSCO® - Marketing AI

Client Partner

• Own client relationships across onboarding, steady-state service, and renewal/upsell conversations
• Review accounting and tax deliverables before they reach the client, catching errors early
• Run the weekly cadence that keeps accounting/tax production on time and accurate
• Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule
• Build and refine SOPs for the operation
• Report retention, satisfaction, and workflow health directly to the CEO

Client Success Manager – Accounting, Tax & Advisory Operations