Job Description

Job Description

Job Description

Experienced Tech-Savvy Administrative Assistant (Workflow Automation & CRM Support)

Lefstein-Suchoff CPA & Associates operates two client-serving verticals: The Canna CPAs, a national cannabis-focused accounting and advisory firm, and LS CFO Advisors, which provides fractional CFO services to small and mid-sized businesses across the U.S., with a focus on contractors, trades, and retail companies. We are looking for a tech-savvy, detail-oriented administrative assistant to support both verticals by managing client data and workflows, assisting in CRM operations, and handling communications with new prospects.

In this role, you will:

• Work within Financial Cents to build and maintain automation flows for both cannabis and fractional CFO clients
• Download client uploads from Financial Cents, save them to the appropriate server folders, update Financial Cents with notes, and alert accountants accordingly
• Assist in creating, editing, and maintaining workflow automations in Go High Level
• Extract data from Go High Level and update the company calendar with notes and attachments for upcoming prospect meetings
• Call, email, and text new leads to qualify and schedule them for meetings with our team
• Download sales and inventory reports from client POS systems
• Download payroll reports from client payroll portals
• Download bank statements from client online banking portals
• Perform administrative tasks including:
  • Printing reports from Timesheets.com to assist with client billing
  • Occasional printing of client bills from QuickBooks and cutting checks from QuickBooks Desktop
  • Other ad-hoc QuickBooks tasks
  • Scanning documents and organizing them properly

What We’re Looking For

• Excellent computer skills and the ability to learn new software quickly
• Experience with Go High Level or similar CRM
• Organized, self-directed, and reliable with strong attention to detail
• Comfortable with professional communication by phone, email, and text
• Able to manage multiple workflows and stay on top of deadlines
• Experience in a CPA, finance, or consulting environment is a plus

This is a part-time, in-house position (25 hours/week) with opportunities to grow.

Benefits:

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