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. $900 - $1,000 a month
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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