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Provides bookkeeping, accounting, financial statement preparation, reconciliations, tax filing support, client onboarding, QuickBooks consulting, and accounting process guidance for small-business clients. Reviews work, resolves accounting and payroll discrepancies, supports payroll operations, trains team members, maintains vendor relationships, and delivers professional client service while meeting deadlines and regulatory requirements.

Develops and maintains firmwide, departmental, and role-specific training programs, onboarding processes, training calendars, and 30-, 60-, and 90-day development frameworks. Coordinates subject matter experts, creates training roadmaps and materials, evaluates learning effectiveness, and supports leadership development, team initiatives, and internship programs. Partners with HR and department leaders to identify skill gaps, improve training consistency, and align documentation and compliance practices.

Educates clients on life, disability, and long-term care insurance; assesses needs, compares carrier options, provides compliant recommendations, prospects for business, and completes applications and documentation. Collaborates with financial advisors and tax preparers, explains costs and coverage, meets sales goals, maintains licensing and product knowledge, and follows underwriting, compliance, and client service requirements.

College interns gain hands-on experience in financial planning by observing client meetings, assisting with case management, taking notes, participating in training and study sessions, and supporting client and company projects. Interns learn applicable financial-services technologies and develop communication, analytical, organizational, teamwork, and professional skills while working in person with financial advisors.