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 QuickBooks and Cerenade as needed.

• Review daily mail emails to collect balances due; respond to billing group chats.

• Answer billing calls and respond to voicemails throughout the day.

• Respond to client inquiries; forward to case managers or attorneys and follow up as necessary.

• Review client billing; follow up on payment status, generate small balance adjustments, or review eligibility for collections/bad debt write-off.

• Assist with billing specialist duties during team member absences.

Additional Information:

• Duties and responsibilities may change at any time.