Excello

Executive Assistant

• Triage the founder's inbox by sorting, labeling, drafting routine replies and flagging urgent items
• Manage the founder's calendar, schedule client calls, send confirmations and reminders, and protect focus time
• Prepare engagement letters, intake forms and proposals from Word and Excel templates
• Run the team task list across all businesses, track deliverables, follow up and send a daily status update
• Enter and verify financial data from bank statements, receipts, invoices and tax documents into Excel, QuickBooks Online and tax software
• Organize client documents in secure folders using naming conventions and track missing files
• Send document requests and reminders to clients and follow up until files are complete
• Maintain the client tracker with status, deadlines and next steps
• Support tax season intake from January to April and for the October extension deadline
• Answer and return landscaping and snow removal client calls and emails, and confirm contract and service details
• Handle inbound requests, prepare estimates and proposals from templates, and follow up until signed
• Make outbound calls to property managers, HOAs, senior living communities and commercial property owners to book site visits and estimate calls
• Log calls, leads and next steps in GoHighLevel and maintain the pipeline
• During snow events, confirm service windows, relay crew arrival times, log completed visits and flag issues
• Maintain the contract tracker and support invoicing
• Create written step-by-step procedures (SOPs)
• Help onboard and coordinate new teammates as the team grows

Explore Executive Assistant, Operations Coordinator at Excello. Review requirements and application details.

Executive Assistant, Operations Coordinator

Bookkeeper

• Manage monthly bookkeeping for 10 to 20 small business clients in QuickBooks Online and, for some clients, Xero
• Categorize transactions, maintain bank feeds and rules, and reconcile bank, credit card and loan accounts monthly
• Process accounts receivable and accounts payable, including invoices, bills, payment tracking and aging reports
• Record payroll journal entries and reconcile payroll liabilities using Gusto, ADP or QuickBooks Payroll reports
• Clean up and catch up books that are months behind, including rebuilding records from bank statements
• Prepare month-end and year-end packages, including P&L, balance sheet, reconciliation reports and open questions
• Flag unusual transactions, owner draw versus payroll issues and missing documentation for founder review
• Use Excel for reconciliations, schedules and data cleanup
• Prepare year-end workpapers for Forms 1120-S, 1065 and Schedule C
• Track 1099 vendors
• Organize tax-season client documents and track missing items
• Support a tax season involving more than 100 returns

Explore Bookkeeper – Tax Season Specialist at Excello. Review requirements and application details.

Open roles

Executive Assistant, Operations Coordinator

Bookkeeper – Tax Season Specialist