This position requires the ability to accurately execute and oversee the posting of financial transactions and creation of financial reports from that information. The Account Executive oversees, supports and coaches a team of Bookkeepers ensuring all necessary and appropriate records, files, postings and processes are compliant for the financial operation of our Clients. Additionally, this position will liaise with Clients ensuring their satisfaction with deliverables, conduct regular reviews, and year-end interface with external Tax Accountants.

Duties:
Set-up and transition clients to computerized support or cloud software
Leverage your business experience to support and mentor clients
Develop year-end files and interface with external Tax Accountants
Ensure all bank,



credit cards and G/L reconciliations are complete and accurate
Ensure all government reporting is accurate and on time
Execute all tasks in a timely manner.
Maintain a high standard of customer excellence.

Qualifications:
Preference will be given to Quickbook ProAdvisors (Desktop and Online)
Superior computer skills and expertise in Quickbooks, QBO, Excel, SAGE
Positive organization and time management skills
Ability to multi-task and respect deadlines
Post secondary education and/or Qualified designation in business , administration or certification in bookkeeping or financial management
5 years business experience

📌 Account Executives Richmond Hill
🏢 Prevendel Business Solutions
📍 Richmond Hill