Remote Raven

Business Operations

• Manage bookkeeping for multiple U.S. businesses using QuickBooks Online
• Conduct bank and credit card reconciliations
• Perform transaction categorization
• Manage accounts payable and receivable
• Handle vendor management
• Collect and organize receipts
• Prepare monthly financial reports
• Track budget vs. actuals
• Monitor cash flow
• Prepare records for CPA
• Maintain organized financial documentation
• Follow up on missing information
• Keep books current and accurate
• Assist with Airbnb guest messaging, scheduling, and expense tracking
• Provide administrative support including calendar management, email organization, and creating SOPs

Bookkeeper, Family Business Operations Coordinator

Accountant

• Prepare journal entries including accruals, amortization, and allocations
• Reconcile balance sheet accounts, including bank reconciliations, and resolve discrepancies
• Assist with monthly, quarterly, and year-end close processes
• Record rental income and tenant billings
• Prepare and reconcile CAM and tenant recoveries
• Track prepaid expenses, security deposits, and escrows
• Maintain fixed asset schedules and depreciation records
• Monitor rent collections and AR aging
• Assist with delinquency reporting and follow-up
• Review and process property-related invoices
• Prepare property-level financial statements
• Perform budget-to-actual variance analysis
• Assist in annual budget preparation and reforecasting

Property Accountant

Project Manager

• Own task management in ClickUp, keeping the team and clients on track with deadlines, reminders, and follow-ups
• Follow up proactively on open tasks to make sure nothing slips and no one is left waiting
• Support the team in managing multiple active projects simultaneously across various client accounts
• Facilitate meeting agendas and drive follow-through on action items with cross-functional teams
• Write and produce blog content and website copy using Copy.ai from SEO outlines — this is a core, recurring weekly responsibility
• Copy edit all content to ensure it is polished, accurate, and publish-ready on blogs and websites
• Support the SEO team with content coordination, tracking, and deadline management
• Review client websites on both mobile and desktop, flagging problems or suggestions for the web development team
• Conduct QA testing on new websites across various stages of development
• Light UX and content checks — you are not making the changes, just identifying and communicating what needs to be addressed
• Write client-facing emails and respond to inquiries in a timely, professional manner
• Follow up with clients via email or phone as needed to keep projects moving
• Represent the agency with a polished, confident, and solution-oriented communication style

Marketing Project Manager – Coordinator

Administration

• ServiceTitan, end to end. Configuration, workflows, roadmap, releases, and continuous optimization.
• Integrations. Manage and maintain the connections between ServiceTitan and the broader tech ecosystem (Sage Intacct, Smartsheet, Zoho Desk, Microsoft 365).
• New-brand onboarding. As the platform acquires companies, map their setup, migrate their data (including from AccuLynx), and stand them up in ServiceTitan.
• Multi-tenant administration. Every ServiceTitan function across complex business units — each with its own setup, templates, and contracts.
• Environment build-out. Business units, tags, skills, workflows, SBET/pricebook, templates, and reporting, delivered through a governed, tiered rollout.
• Data + AI. Evaluate large data sets, clean and map data for migrations, catch quality issues, and use AI tools to work faster and sharper.
• Requirements to reality. Gather needs, build a prioritized backlog, and ship against it with clear acceptance criteria.
• Governance and adoption. Set the guardrails that keep nine brands coherent, then drive the training that makes it stick.

Service Titan Administrator

Customer Support

• Respond to customer inquiries across email and chat through Gorgias in a timely, professional, and friendly tone
• Craft accurate, on-brand responses using the internal SOP and AI tools to determine the right resolution
• Keep customer records and ticket notes accurate and up to date after every interaction
• Handle order modifications directly in Shopify — address changes, edits, cancellations, refunds, and reshipments
• Ensure every order change is applied cleanly and reflected accurately in the ticket and the customer's account
• Troubleshoot common issues — shipping delays, damaged product, subscription questions — and resolve within your authority
• Recognize when an issue needs to go to another team member and escalate it cleanly with the right context
• Flag recurring problems or trends so the team can fix root causes, not just symptoms
• Contribute observations that help improve SOPs, product notes, or shipping and subscription workflows over time

Customer Service Specialist

• Manage day-to-day bookkeeping in QuickBooks Online, including transaction categorization, reconciliations, and data entry
• Maintain accurate and current financial records across all entities and properties
• Reconcile bank and credit card accounts on a regular basis to ensure books are clean and up to date
• Track rental income, security deposits, maintenance expenses, and property-level costs accurately
• Process and track vendor invoices and payments for maintenance, utilities, and property-related expenses
• Ensure all bills are paid on time and properly recorded in QuickBooks
• Maintain organized records of all vendor relationships, contracts, and payment history
• Generate and deliver regular financial reports — P&L by property, cash flow summaries, and owner reporting packages as needed
• Flag financial anomalies, unexpected expenses, or cash flow concerns to the owner proactively
• Serve as the primary point of contact for tenants across all 11 long-term rental properties
• Respond to tenant inquiries, maintenance requests, and concerns in a timely and professional manner
• Handle lease renewals, move-in and move-out coordination, and tenant onboarding
• Manage delinquent rent follow-up and maintain clear communication logs for all tenant interactions
• Coordinate maintenance and repair requests by sourcing vendors, scheduling work, and following up on completion
• Maintain a list of trusted local vendors and contractors for routine and emergency property needs
• Review and approve vendor invoices for maintenance work before processing payment
• Conduct periodic property condition reviews and flag items needing attention
• Manage rental listings, screen applicants, and coordinate lease execution for vacant units
• Track lease expiration dates and initiate renewal conversations with tenants in advance
• Manage move-out processes including security deposit accounting and property turnover coordination
• Stay current on lease terms, rent amounts, and any property-specific requirements across all 11 units
• Maintain organized property files including leases, vendor records, maintenance logs, and tenant correspondence
• Coordinate with the owner on any issues requiring decisions, approvals, or budget exceptions
• Manage listings on Airbnb and VRBO — keeping availability calendars current, pricing updated, and listing content accurate
• Respond to guest inquiries and booking requests promptly and professionally
• Manage the guest communication cycle from booking confirmation through check-out and review
• Schedule and coordinate property turnovers and cleaning between guest stays
• Maintain relationships with local cleaning crews and ensure turnovers are completed on time and to standard
• Conduct or coordinate post-turnover checks and ensure the property is guest-ready before each arrival
• Provide guests with check-in instructions, house rules, and local recommendations in a welcoming and professional manner
• Handle guest issues, complaints, or special requests during their stay
• Monitor and respond to reviews to maintain strong ratings on both platforms.

Accountant – Property Management

• Review incoming emails in Outlook and AXIS for payment commitments and correspondence
• Log and document payment commitments accurately in AXIS with clear, organized notes
• Monitor for any time-sensitive payment or billing communications and flag them appropriately
• Enter employee payroll timesheets into AXIS accurately and completely
• Review timesheet data for any missing entries, discrepancies, or anomalies before submission
• Ensure all payroll timesheet records are complete and properly documented in the system
• Pull pre-lien information from AXIS and compile the required data
• Send pre-lien notices via Outlook to the appropriate parties
• Follow up on outstanding pre-lien items and maintain organized records in Excel and Outlook
• Generate the weekly billing cycle from within AXIS
• Review all billing data for completeness and accuracy before sending
• Email client invoices directly from AXIS to the appropriate contacts
• Confirm successful delivery and document any issues or exceptions
• Prepare workers compensation premium import files in Excel, ensuring data is accurate and correctly formatted for import
• Prepare the Rapid Card Reconciliation and import file by pulling reports from the Rapid Pay Card Portal and formatting them in Excel
• Prepare the weekly sick time report — compile the list of employees who used sick time during the week and identify corresponding page numbers from the weekly profit report in PDF format
• Review all Thursday deliverables for accuracy before submission
• Additional tasks to be determined — this day is reserved for ad hoc support, catch-up on open items, and tasks assigned as the role evolves.

Human Resources

• Assist with new hire onboarding documentation, ensuring all required forms are completed accurately and on time
• Process employment eligibility verifications through the E-Verify system in compliance with federal requirements
• Maintain organized onboarding records and follow up on any missing or incomplete documentation
• Maintain accurate and up-to-date employee records within HR information systems (HRIS)
• Support the HR team in maintaining both digital and physical personnel files in an organized and compliant manner
• Assist with HR reporting and conduct periodic data audits to identify and correct inaccuracies
• Support the team with maintaining spreadsheets, tracking tools, and other administrative HR systems
• Assist with benefit enrollment processing and ensure all related documentation is complete and accurately filed
• Provide basic benefits information to employees and direct them to the appropriate resources or contacts for more detailed guidance
• Maintain benefits records and support updates and changes in HR systems as they occur
• Assist the HR team in compiling documentation and preparing responses to unemployment insurance claims
• Track claim deadlines and maintain organized records to ensure timely and accurate responses are submitted
• Post approved job openings on job boards and company career sites accurately and in a timely manner
• Monitor active job postings and assist with updates or removals as positions are filled or requirements change
• Organize incoming applications and maintain accurate records in the applicant tracking system
• Assist with preparing HR forms, letters, and other documentation as directed by the HR team
• Support general HR administrative tasks and special projects as needed
• Respond to routine internal inquiries and route more complex matters to the appropriate HR team member

HR Admin Support

Medical Receptionist

• Answer inbound patient calls professionally and warmly, handling appointment requests, general inquiries, and patient questions
• Make outbound calls for appointment reminders, follow-ups, scheduling confirmations, and recall outreach
• Manage a steady daily call volume of approximately 20 calls with consistent quality and attentiveness on every interaction
• Triage calls appropriately — routing clinical questions to the provider while handling scheduling and administrative matters directly
• Document call outcomes and any required follow-up actions accurately after each interaction
• Monitor and respond to patient text messages in a timely and professional manner
• Send appointment reminders, confirmations, and follow-up messages via text as needed
• Maintain a warm, clear, and on-brand tone across all text communications
• Ensure all text-based interactions are documented appropriately in the patient record or communication log
• Monitor the clinic inbox and respond to patient emails promptly and professionally
• Draft and send appointment confirmations, intake form instructions, and general clinic communications
• Triage emails by urgency and route clinical or complex inquiries to the appropriate team member
• Maintain an organized inbox with timely responses to all patient and administrative emails
• Schedule, reschedule, and cancel patient appointments across the clinic calendar
• Confirm upcoming appointments and ensure patients have all necessary preparation information in advance
• Manage waitlists and fill cancellation slots proactively to keep the provider schedule optimized
• Coordinate scheduling across multiple communication channels so nothing is double-booked or missed
• Perform accurate data entry of patient information, appointment details, and communication records into the practice management system
• Maintain organized and up-to-date patient records in compliance with applicable privacy regulations (HIPAA)
• Process new patient intake information and ensure all required fields and documents are collected before the first appointment
• Update patient contact details, insurance information, and other record changes as they occur
• Support the clinic with general administrative tasks as they arise — this role requires flexibility and a willingness to pitch in where needed
• Assist with document preparation, filing, and general office organization as directed
• Handle miscellaneous front office tasks that keep daily clinic operations running without interruption

• Review architectural, structural, civil, MEP, and consultant drawings to identify coordination issues, missing information, scope gaps, and constructability concerns.
• Prepare trade-specific RFPs, bid packages, scope sheets, and subcontract exhibits.
• Draft detailed subcontractor scope language based on the plans, specifications, and project requirements.
• Identify qualified subcontractors and vendors, distribute bid packages, manage follow-ups, and drive proposals to completion.
• Review and level bids, reconcile exclusions and qualifications, and prepare clear recommendations for leadership review.
• Validate construction costs through market research, historical pricing, material quotes, and subcontractor feedback.
• Identify practical value-engineering opportunities that reduce cost or schedule without unnecessarily sacrificing quality.
• Investigate owner-direct purchasing opportunities for materials and equipment.
• Draft RFIs and coordinate outstanding questions with designers, consultants, subcontractors, and vendors.
• Assist with the development and validation of project schedules, procurement schedules, and long-lead-item tracking.
• Assemble complete project budgets, including trade costs, allowances, contingencies, general conditions, and known risk items.
• Prepare organized scope and project handoff packages for the superintendent and field team.

Preconstruction and Project Coordinator

• Assist with processing weekly payroll for the employees using Paycom
• Verify timekeeping records, hours worked, and payroll data inputs for accuracy before each payroll run
• Support payroll adjustments, corrections, and employee record updates within Paycom as directed
• Maintain organized payroll documentation and records for compliance and reporting purposes
• Enter and maintain job cost data in Foundation, the company's construction accounting software
• Process accounts payable invoices related to specific jobs, ensuring all costs are coded to the correct project
• Enter equipment time and usage allocations to the appropriate job cost codes
• Track materials used on projects and ensure accurate cost entry into the system
• Maintain organized job cost records that support accurate project profitability reporting
• Set up new jobs in Foundation as projects are awarded and initiated
• Ensure all job setup information is accurate and complete including project details, cost codes, and billing structure
• Generate customer invoices based on completed work, contract terms, and project milestones
• Review invoices for accuracy before distribution and ensure they reflect the correct job, scope, and amounts
• Maintain an organized record of invoices issued, payment status, and outstanding balances
• Assist two senior accountants with their day-to-day accounting responsibilities as needed
• Support month-end close activities including reconciliations, accruals, and data review under guidance
• Handle general accounting tasks such as data entry, document organization, and record maintenance
• Take on additional accounting and administrative support tasks as the team's needs evolve

Staff Accountant

• Maintain personal books, reconciliations, and financial records across multiple accounts, including international holdings
• Track and administer investment holdings, income streams, and personal expenses with accuracy and consistency
• Manage personal tax administration, trust distributions, and entity-level record keeping in line with Australian obligations
• Coordinate with the principal’s Australian accountant, lawyers, and other advisors as the central financial liaison
• Handle confidential correspondence and ensure administrative follow-through on every delegated matter
• Prepare clean, decision-ready financial summaries and briefing materials for the principal on request
• Manage document storage, filing, and compliance-deadline tracking across all personal accounts and entities
• Run end-to-end bookkeeping across a small portfolio of businesses, including a supplement company and a coffee roaster
• Maintain accurate, up-to-date Profit & Loss statements, balance sheets, and cash flow reports for each entity
• Manage accounts payable and receivable across all businesses in the portfolio
• Process payroll or liaise with the payroll provider as required for each entity
• Prepare BAS submissions and GST reconciliations, and coordinate with Australian tax advisors on compliance
• Track inventory, COGS, and margin performance for the product-based businesses and flag anomalies proactively
• Deliver a clean, actionable monthly reporting package for each business, written for a founder-level audience
• Serve as the single point of contact across all entities — the principal should never have to chase for an update
• Proactively flag cash flow issues, deadline risks, discrepancies, and anomalies before they become problems
• Keep every entity audit-ready and organised at all times, not just at year-end
• Coordinate between external advisors so all parties have what they need, when they need it
• Take full ownership of delegated administrative tasks and follow through completely without prompting

Senior CPA, AU Client

• Help, manage and oversee full-cycle accounting operations, including general ledger, financial statements, and month/year-end close.
• Lead the preparation and review of tax returns (individual, corporate, partnership) ensuring accuracy and compliance with relevant laws.
• Provide strategic financial advice to stakeholders and clients based on thorough analysis and reporting.
• Conduct financial audits, risk assessments, and internal controls evaluations.
• Supervise and mentor junior accountants and staff, providing guidance, training, and performance feedback.

Senior CPA

• Manage accounts receivable, including billing, collections, payments, and reconciliations for a portfolio of properties
• Oversee accounts payable, invoice processing, and check batches
• Prepare and deliver accurate monthly financial reports and variance analysis
• Complete bank reconciliations
• Complete annual CAM reconciliations
• Process owner distributions and ensure timely, accurate reporting to ownership groups.
• Participate in budgeting and forecasting using Yardi Forecast Manager
• Activate leases and ensure recovery setups align with lease terms
• Support onboarding of new properties and financial processes
• Mentor junior accountants and collaborate across teams

Property CPA

Assistant

• Perform daily QuickBooks Online reconciliations and ensure accurate transaction coding
• Issue, track, and manage employee expense reports
• Assist with Accounts Receivable, including follow-ups and client communication as needed
• Support billing workflows, including invoice review, verification, and submission
• Assist with state and municipal licensing applications, renewals, and compliance tracking
• Manage vendor registrations across client, government, and third-party portals
• Support document submissions for state, municipal, and federal bid lists
• Coordinate with Business Development to ensure all required compliance documentation is complete
• Prepare and maintain Quality Assurance Reports for key client accounts
• Assist with materials for Quarterly Business Reviews (QBRs)
• Maintain internal filing systems and executive documentation
• Provide general administrative support including scheduling, email coordination, document formatting, and follow-ups
• Collaborate with Operations, Finance, HR, and Business Development teams
• Track deadlines, renewals, compliance requirements, and outstanding items