Bookkeeper

• Manage multiple client bookkeeping catch-up and cleanup projects.
• Set up new clients in QuickBooks Online, including accurate chart of accounts tailored to entity type (sole proprietor, S-Corp, etc.).
• Complete onboarding and 3-month catch-up bookkeeping.
• Execute specific projects including
• 15-month catch-up (due by 09/15/2025)
• 8-month catch-up (due as soon as possible)
• 18-month catch-up (due by 09/30/2025)
• Reconcile accounts and ensure all financial data is accurate, complete, and categorized properly.
• Create and maintain rules in QBO for efficient categorization.
• Provide progress updates and proactively flag issues or delays.
• Ensure confidentiality and integrity in handling sensitive financial information.

Bookkeeper, QuickBooks Online Specialist

Online Bookkeeper

Bookkeeper – Senior Estimator

Accounting Assistant

Bookkeeper

Executive Assistant, Bookkeeper