Job Description:
• Help process weekly financial transactions for clients in QuickBooks Online (QBO).
• Assist with payroll and sales tax filings.
• Support with managing accounts payable and receivable.
• Prepare and review weekly client dashboards, cash forecasts, and financial reports.
• Meet with clients via Zoom to review and learn about strategy.
• Communicate regularly with clients via email regarding their financials and questions.
• Provide support on other bookkeeping projects, as necessary.
• Adhere to established company policies, ensuring compliance and meeting deadlines.
Requirements:
• Some experience or coursework in bookkeeping, accounting, finance, or a related field.
• Familiarity in QuickBooks Online is a plus (but not required, we will train the right person!).
• Strong attention to detail and willingness to learn.
• Strong communication, organization, and time management skills.
• Comfortable using tools such as Excel, Word, and Zoom.
Benefits:
• A career progression path that supports your growth in both responsibility and income.
• A culture of continuous learning where your ideas will be heard and supported.
• A collaborative team environment that prioritizes excellence in service.
• Autonomy and ownership of your work without micromanagement but with clear expectations.
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