Cloud Accountant Staffing

IT Support

• Handle and resolve incoming IT support tickets, maintaining 100% response and completion rates on a weekly basis
• Achieve an average response time of ≤ 1 business hour and average resolution time of ≤ 8 business hours
• Ensure 100% of tickets are resolved within 24 hours where applicable
• Track, monitor, and report on weekly ticket volume and service performance metrics
• Prepare, configure, and deploy CAS devices in accordance with project and client specifications
• Ensure 100% on-time deployment on a monthly basis
• Maintain accurate records of all deployments, configurations, and device inventory
• Troubleshoot and resolve device-related issues pre- and post-deployment
• Represent the IT department professionally in client-facing meetings
• Communicate technical information clearly and concisely to non-technical stakeholders
• Gather client requirements and translate them into actionable IT tasks
• Maintain a positive client experience — targeting zero negative reviews from staffer surveys on a monthly basis
• Maintain organized, consistent, and complete documentation so any team member can follow your trail quickly
• Develop and improve SOPs, checklists, and workflows to streamline recurring IT tasks
• Identify recurring issues and recommend proactive solutions to reduce ticket volume over time

IT Specialist

Accounting Manager

• Collaborate with internal stakeholders to design and develop accounting-focused training materials, modules, and courses
• Create at least 1 new course per week that reflects current US accounting standards, workflows, and best practices
• Translate complex accounting concepts into clear, practical, and engaging learning experiences
• Build content that speaks directly to the realities of offshore accounting professionals supporting US-based clients
• Facilitate live accounting simulations for candidates during the recruitment stage, assessing both technical accuracy and professional judgment
• Evaluate and grade simulation outputs with consistency and objectivity
• Provide structured feedback that informs hiring decisions
• Continuously refine simulation materials to reflect evolving role requirements
• Monitor and report on Staffer and Internal participation rates across all training programs
• Track progress completion rates for both Staffer and Internal cohorts
• Ensure Week 0 pass rates are maintained and improvement plans are in place for failed attempts
• Analyze Week 0 results (Passed, Failed, Failed - No Impact) and surface actionable insights
• Identify and implement at least one training automation improvement per week (Y/N tracked)
• Streamline course delivery, tracking, and reporting processes using available tools and platforms
• Build and maintain SOPs and facilitator guides to support consistent training delivery

Training and Development Specialist – Accounting Focused

Accountant

• Manage end-to-end books for real estate clients, including brokerages, property management, and investors.
• Process HUD statements, commissions, and other real estate-specific transactions.
• Reconcile balance sheets, bank accounts, credit cards, and loan accounts.
• Categorize uncategorized transactions to ensure accurate ledgers.
• Prepare monthly financial statements, including P&L, balance sheet, and cash-flow reports, with variance analysis and plain-English commentary.
• Support client onboarding by quickly reviewing prior financials and ensuring structured bookkeeping processes.
• Join standing calls with real estate clients and US-based teams, translating complex financials into actionable guidance.
• Flag risks and opportunities proactively.
• Standardize checklists, month-end close calendars, and SOPs.
• Recommend and implement automation tools or workflows to reduce manual effort and errors.
• Maintain organized, audit-ready files and documentation across periods and clients.
• Process payroll accurately, including deductions, approvals, and on-time payment.
• Assist with tax and compliance preparation as needed.

US Accountant, Real Estate Experience

Affiliate Manager

• Be the trusted guide candidates rely on from first outreach to long-term success.
• Own the end-to-end candidate experience: sourcing, screening, coordinating interviews, onboarding, and ongoing staffer success.
• Manage a portfolio of up to 50 active staffers, monitor productivity and engagement, resolve issues, and advocate for each staffer’s long-term growth.
• Source qualified candidates via LinkedIn, job boards, referrals, and other platforms.
• Screen applicants, conduct interviews, and assess technical and cultural fit.
• Manage candidate pipelines in Ashby and maintain timely, professional communication.
• Coach candidates for client interviews and guide them through the offer process.
• Serve as candidates’ advocate throughout client interviews and onboarding.
• Conduct regular check-ins: weekly (Month 1), bi-weekly (Month 2), monthly (Month 3+).

Talent Partner

Executive Assistant

• Manage and update HubSpot CRM (pipeline tracking, deal stages, notes, tasks)
• Ensure accurate and up-to-date sales records
• Assist with tracking KPIs and sales reporting
• Prepare meeting notes and follow-ups from sales calls
• Monitor deal progress and flag delays or gaps
• Support billing coordination using Anchor (or similar billing system)
• Track invoices and payment status
• Follow up on outstanding items when needed
• Maintain organized financial records related to client billing
• Conduct initial pre-interviews with candidates
• Screen applicants based on defined criteria
• Coordinate interview scheduling
• Communicate next steps clearly to candidates
• Maintain candidate status tracking
• Draft and send professional client emails
• Participate in Zoom calls when needed
• Support client onboarding coordination
• Assist with client engagement initiatives (e.g., sending appreciation gifts, milestone recognition)
• Maintain organized client communication records
• Manage leadership calendar coordination as needed
• Track tasks and deadlines across teams
• Prepare summaries, reports, and internal documentation
• Support process improvements to streamline operations

Executive Assistant – Growth and Sales Support

Payroll

• Handle full-cycle payroll setup and ongoing payroll processing using Gusto.
• Manage employee onboarding, terminations, payroll adjustments, and updates.
• Ensure compliance with US federal, state, and local payroll regulations.
• Maintain accurate payroll records and documentation.
• Identify and resolve discrepancies promptly and proactively.
• Coordinate with clients to gather required payroll data and approvals.
• Serve as a primary point of contact for assigned payroll clients.
• Communicate clearly regarding payroll timelines, requirements, and issues.
• Support onboarding for payroll and bookkeeping clients.
• Manage scheduling, calendar coordination, and meeting logistics.
• Assist with email management and follow-ups.
• Prepare reports, presentations, and documentation as needed.
• Track priorities and support task coordination across initiatives.

IT Specialist

Training and Development Specialist – Accounting Focused

US Accountant, Real Estate Experience

Talent Partner

Executive Assistant – Growth and Sales Support

US Payroll Specialist – Philippines