Bookkeeping and Administrative Roles for over 20 years.
CPA’s Executive Assistant for 7 of those years
QuickBooks professional with excellent written and verbal communication skills
Weekly & Monthly transaction tracking and management for accuracy including but not limited to Accounts Payable, Accounts Receivable, Statements, Verifying all entries for accuracy
Monthly bank reconciliations including credit cards and loans, tracking Principal and interest
Payroll including weekly and monthly calculation of payroll taxes and submitting payments through the EFTPS system
1099 management for contractors which includes maintaining W-9s, business licenses and verifying they have proper insurance coverage
Provide monthly and Year to Date financial reports
Journal Entries
General Ledger
As needed, communication with owners and CPAs to justify transactions and charges. Excellent delivery of clean and prepared documents for end of year tax preparation.
Organizational Genius (well, maybe not a genius but super organized)
Trustworthy – Long, long list of clients and former employers that will attest to this.
Detail oriented. I’ve had clients say, “I would’ve never caught that! Thank you!” Analytical with attention to detail.
Use accessibility to your computer remotely with GoToMyPC or LogMeIn