Teams at Supporting Strategies

Lead a small team delivering financial operations to a portfolio of small-business clients. Own client relationships and delivery, coach associates, resolve escalations, document repeatable processes, and iterate a new team model to improve operations and client retention.

Provide hands-on bookkeeping and accounting support for a portfolio of clients. Work with a Portfolio Manager to perform day-to-day bookkeeping, communicate with clients, ensure accuracy and timeliness, flag issues, and collaborate with teammates to deliver consistent remote accounting services.

Build and grow a regional market through consultative business development, referral partnerships, and relationship management with business owners and trusted advisors. Generate and steward a regional book of business while partnering with a centralized delivery team for client service and operations.