Client Operations Associate

EJT CPA is a fast-growing boutique CPA & fractional CFO firm serving small businesses.

What You’ll Do

Client Operations

Coordinate client onboarding and document collection

Communicate with clients regarding billing, reimbursements, and workflow items

Ensure client-incurred costs are properly tracked and invoiced

Follow up proactively on outstanding items

Internal Systems

Improve SOPs and documentation

Help refine workflows in tools like QBO, Monday.com, and other platforms

Identify inefficiencies and suggest improvements