Our Senior Accountant team members are responsible for 8-10 clients at a time. This includes maintaining their accounting software, month-end closings, financial statement preparation, AP, AR, creating weekly cash flow reports, and tax preparation for their individual and business client bases.
Our Accountants are client-facing, so having a good personality is a plus :)
Our expectations of our Senior Accountants
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Summit CPA is a virtual CPA firm with a non-traditional approach to accounting. We have an amazing team of virtual accounting professionals (CPAs and accountants) who provide professional Virtual CFO Services and 401(k) Audits for companies all over the United States — many of which are remote companies as well. We also recently launched a CPA Firm Augmentation service, coaching other CPA Firms on how to successfully provide Virtual CFO services. We fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and we love helping our clients overcome these challenges through our own experience and expertise.