Anders CPAs + Advisors

Procurement

• Main point contact for all hardware, software, and equipment for the clients of the technology team
• Assist with vendor management for key partners, such as Dell, Cisco, and distribution partners
• Contribute to establishing best practices for ordering and invoicing
• Identify and negotiate strategic vendor relationships
• Manage efforts in areas such as incentives, vendor changes, relocation of suppliers
• Identify excess, obsolete, and discontinued products
• Assist Account Manager on PC refresh plans for all clients
• Develop and maintain metrics to monitor vendor performance
• Direct communication with all vendors
• Protect the financial performance of the organization
• Participate in Quarterly Road Map planning meetings

Technology Procurement Specialist

Financial Planning and Analysis

• Assist in transitioning clients to cloud-based platforms
• Handle day-to-day accounting transactions for complex clients
• Complete monthly bank reconciliations
• Prepare monthly journal entries and closing of general ledger
• Maintain fixed asset schedules and the chart of accounts
• Provide timely, accurate and complete financial reports
• Maintain an orderly accounting system
• Offer financial advice and solutions
• Prepare client sales tax returns and other declarations
• Comply with reporting requirements

Virtual CFO, Senior Accountant

• Prepare financial statements for clients
• Be responsible for bank reconciliations, bill processing, and payroll journal entries
• Create pre-paid schedules in Excel
• Become familiar with Quickbooks Online, Bill.com, and CCH Axcess

Virtual CFO Intern

Payroll

• Manage end-to-end payroll processing for multi-state employees, including regular, bonus, and off-cycle payrolls.
• Ensure compliance with federal, state, and local tax regulations, wage and hour laws, and company policies.
• Maintain and optimize payroll systems, with advanced proficiency in UKG for payroll and timekeeping functions.
• Oversee payroll tax filings, garnishments, deductions, and year-end reporting (W-2, 1099).
• Audit payroll data for accuracy and resolve discrepancies promptly.
• Partner with HR and Finance teams to ensure accurate employee data and reporting.
• Develop and implement payroll policies, procedures, and best practices to improve efficiency.
• Respond to employee inquiries regarding payroll, benefits deductions, and tax with professionalism and confidentiality.

Technology Procurement Specialist

Virtual CFO, Senior Accountant

Virtual CFO Intern

Payroll Manager