Accountant Assistant

Accounts Receivable Assistant / Billing Specialist

Responsibilities:

• Review and process client contracts; accurately add retainer information to Clio.

• Post received case payments, process credit card payments, and set up automatic monthly payments as needed.

• Contact clients about declined credit card payments, update credit card info, and add notes to Cerenade for outstanding balances.

• Enter cost logs, USPS/FedEx shipments, expense reports, and hourly time entries accurately.

• Generate invoices for legal fees, filing fees, and attorney expense reports.

• Monitor office calendar for prep appointments; contact clients for balances due.

• Review calendar invites for hearings, interviews, or prep appointments to collect past due balances.

• Respond to office emails on case status, file audits, client info changes, billing concerns, and account status requests.

• Update Quic...