C

Current

Accounting firm alliance providing non-attest services

Accounting Assistant

Accounts Payable/ReceivableConfirmed live in the last 24 hours
Full-timeSyracuse, NY, USA$26 - $32 /hrIn-person

About the Job

Requirements

  • An Associate's degree in Business or Accounting, or relevant work experience, is required.
  • Experience in accounts receivable, billing, or accounting support is preferred.
  • Comfort working in Excel and learning accounting, payment, and practice management systems is required.
  • Ability to identify discrepancies, manage daily tasks alongside monthly deadlines, and handle confidential information with care is required.
  • Clear, professional communication with clients and colleagues, particularly when discussing payments or resolving account questions, is required.
  • Excellent communication skills and timely follow-up with phone calls are required.

Responsibilities

  • Apply incoming payments to client invoices, prepare daily payment reports, and follow up on payments that cannot be matched to an account.
  • Respond to client calls and emails about invoices, payments, and statements; follow up on past-due balances and escalate unresolved issues to the Controller or responsible partner.
  • Perform monthly billing duties for the Syracuse office.
  • Review outstanding finance charges, process approved write-offs, and prepare and mail client statements as needed.
  • Record client expenses and enter approved time and work-in-progress adjustments in the practice management system.
  • Route vendor invoices to accounts payable and record purchases and supporting receipts in Ramp.
  • Assist the Controller and partners with special projects, including integrating newly acquired firms, and provide general administrative support as needed.
  • Perform other assigned duties, such as administrative overflow and integration.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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