Crete Professionals Alliance

Client Services Representative

• Serve as the senior relationship lead for a curated portfolio of premier clients
• Deliver a concierge-level, white-glove experience
• Translate complex accounting and tax concepts into clear, confident communication
• Anticipate needs by deeply understanding each client’s business and financial landscape
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
• Oversee onboarding and elevate the client journey from day one
• Protect the client experience with urgency, discretion, and professionalism
• Partner with leadership to continuously refine and elevate service delivery

Client Service Manager

Manager

• Oversee day-to-day accounting operations and month-end close for assigned client portfolios
• Review financial statements, reconciliations, and supporting schedules for accuracy and compliance
• Manage, coach, and evaluate Senior Accountants and Accounting Associates
• Serve as primary client contact for ongoing accounting needs and issue resolution
• Manage workflows, deadlines, and resource allocation across client engagements
• Support process improvements and implementation of accounting best practices

CAS Manager

• Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients
• Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables
• Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third-party advisors
• Review tie-outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables
• Coordinate the receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders
• Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities
• Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non-routine transactions
• Assist private company clients with month-end and year-end close processes, financial statement preparation, account reconciliations, and general accounting support as needed
• Lead the coordination, compilation, and standardization of internal and external reporting materials in collaboration with clients and cross-functional teams
• Evaluate and enhance reporting and accounting processes, identifying opportunities for automation, efficiency gains, standardization, and process improvements
• Maintain a strong internal control environment and support compliance with applicable accounting, regulatory, and reporting requirements
• Serve as a trusted advisor to clients by proactively identifying risks, providing insights, and recommending practical accounting and reporting solutions
• Supervise, mentor, and develop staff at all levels, providing ongoing coaching, training, and constructive feedback to support career growth and team performance

Advisory Manager

Bookkeeper

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
• Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
• Build and maintain strong client relationships through professionalism, organization, and consultative support.
• Participate in quarterly client conversations focused on operational and financial discussions.
• Manage at minimum 10 full-service bookkeeping client relationships.
• Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
• Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
• Prepare and finalize monthly financial reporting packages and supporting documentation.
• Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
• Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
• Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, account linking and integrations, initial bookkeeping cleanup and reconciliations.
• Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
• Attend team meetings, training sessions, and monthly webinars.
• Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
• Escalate workflow concerns or capacity challenges proactively to leadership.

Client Service Manager

CAS Manager

Advisory Manager

Bookkeeping Division Specialist