TELETIES

Accounting Manager

• Serve as the primary point of contact for a portfolio of clients across varying industries and complexity
• Build strong client relationships through proactive communication and financial insight
• Identify process improvements and opportunities to enhance efficiency and scalability
• Translate financial data into clear, actionable insights for clients
• Perform and review complex reconciliations (bank, credit card, loans, payroll clearing)
• Own full-cycle AP/AR processes, including invoicing, collections, and vendor management
• Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)
• Record and review journal entries and maintain clean, accurate general ledgers
• Troubleshoot discrepancies and ensure audit-ready financials
• Set up, optimize, and maintain QBO/QBD files tailored to client needs
• Leverage automation tools and bank feeds to improve efficiency
• Support payroll processing and system integrations where applicable
• Lead month-end and year-end close processes across client engagements
• Support sales tax tracking, filings, and compliance
• Ensure data accuracy through ongoing review, cleanup, and process discipline
• Review work prepared by junior team members (Bookkeeper I & II)
• Provide coaching and guidance on best practices and complex transactions
• Contribute to team development and knowledge sharing

Senior Accountant, Client Accounting – Advisory

Controller

• Serve as the lead accounting advisor for a portfolio of clients, acting as their outsourced Controller and trusted financial partner
• Guide clients on financial performance, operational trends, cash flow considerations, and accounting best practices
• Lead recurring financial review meetings with clients and present insights in a clear, strategic manner
• Support clients in improving accounting processes, internal controls, and financial visibility
• Build strong client relationships through proactive communication and high-quality advisory support
• Oversee monthly, quarterly, and annual close processes across client engagements
• Review financial statements, reconciliations, journal entries, and supporting workpapers for accuracy and completeness
• Ensure proper accounting treatment and adherence to GAAP/best practices across client books
• Troubleshoot complex accounting issues and provide technical guidance on unusual transactions
• Maintain audit-ready financials and support tax/audit deliverables as needed
• Lead and review the work of Senior Accountants, Accountants, and Bookkeepers assigned to client engagements
• Delegate responsibilities across engagement teams to ensure efficient delivery and proper utilization
• Coach team members on technical accounting, client service, and best practices
• Provide feedback and support team development through ongoing mentorship
• Assess client accounting workflows and recommend improvements to increase efficiency and scalability
• Lead cleanup, catch-up, and process optimization projects for clients with evolving accounting needs
• Support implementation and optimization of accounting systems, reporting packages, and integrations
• Drive adoption of automation and technology-enabled solutions where appropriate

• ERP Implementation & Systems Integration: Lead full-cycle ERP implementations (primarily QuickBooks Online and Intuit Enterprise Suite), including requirements gathering, configuration, UAT, go-live, and stabilization
• Own the integration strategy and execution across key SaaS tools (e.g., CRM, AP automation, payroll, revenue systems)
• Translate business requirements into scalable system design
• Partner with data migration resources to ensure data is structured, mapped, and deployed correctly
• Support clients through cutover, training, and early-stage month-end close cycles
• Accounting Advisory & Process Improvement: Perform accounting health checks to assess accuracy, structure, and reliability of financials
• Identify root causes and deliver clear, actionable recommendations
• Lead cleanup work, including chart of accounts restructuring, transaction reclassification, and reconciliations
• Redesign finance processes such as month-end close, AP/AR workflows, and reporting
• Evaluate control environments and identify gaps in segregation of duties, approvals, and oversight
• Conduct risk assessments and help prioritize areas of exposure
• Client & Project Ownership: Manage multiple client engagements, ensuring timelines, scope, and quality are met
• Serve as a trusted advisor to Controllers and CFOs
• Communicate technical and accounting concepts clearly and effectively
• Navigate ambiguity and adapt to real-world client environments

Senior Accountant, Client Accounting – Advisory

Controller

Advisory Consultant, ERP & Accounting