Lead client onboarding: run setup calls, configure Uplinq and QuickBooks Online, resolve integrations and messy books, oversee junior specialists, manage many concurrent client timelines, escalate scope or timeline issues, and coordinate handoffs with Sales, Accounting, and Tax.

Own client onboarding after sale: run discovery calls, configure Uplinq and QuickBooks Online (integrations/troubleshooting), clean and import data, manage many concurrent onboarding timelines, escalate scope or risk early, find practical workarounds, and hand off accounts to Accounting/Tax teams.