Manage end-to-end onboarding and offboarding of clients and bookkeepers.
Grant platform and government access (HMRC, Companies House, Google Workspace, Xero, Hubdoc, Karbon).
Handle client communications, including billing, proposals via Ignition, and follow-ups on unpaid invoices.
Coordinate workflow and job assignments between bookkeepers and clients using Karbon CRM.
Oversee company registrations, annual confirmation statements, and HMRC penalty disputes.
Conduct monthly workflow reviews to ensure efficiency and smooth operations.
