Bookkeeper

• Respond promptly and professionally to customer inquiries via phone, email, and text.
• Address questions, concerns, and requests with accuracy and courtesy.
• Provide detailed information about products, services, and pricing.
• Assist customers in scheduling appointments and consultations.
• Follow a structured script to pre-qualify potential clients.
• Assess if customers meet the service criteria.
• Collect relevant client details to support the sales process.
• Efficiently schedule appointments based on availability and logistics.
• Use calendar software to maintain an organized system.
• Communicate appointment details clearly with customers and staff.
• Assist the sales team with administrative functions.
• Follow up with sales staff to ensure timely completion of appointments and action items.
• Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
• Support Accounts Receivable (AR) and Accounts Payable (AP) processes.
• Run inventory processes.
• Create and manage sales orders.
• Create and manage contracts.
• Maintain accurate financial and product records.
• Ensure timely and accurate data entry and reconciliation.
• Track assigned tasks and follow through to completion.
• Provide reminders and support to ensure accountability within the team.
• Compile closed client lists for follow-up.
• Reach out to clients to request feedback and online reviews.
• Guide clients through the review process and follow up as needed.

Bookkeeping Assistant

Payroll Expert