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Responsibilities Bookkeeping & Financial Management Categorize and reconcile bank and credit card transactions Maintain accurate records in QuickBooks Online Perform monthly account reconciliations Maintain clean and organized financial records Assist with bookkeeping cleanup and historical corrections as needed Manage receipt/expenses tied to transactions Support year-end tax preparation and coordination with CPA Financial Reporting & Analysis Provide weekly and/or monthly financial reports Monitor cash flow and account balances Help identify spending trends, inefficiencies, and areas for improvement Assist with budgeting and financial planning initiatives Help establish systems for business goals such as debt payoff, reserve savings, and marketing budgets Operational & Strategic Support Recommend improvements to bookkeeping systems and workflows Help transition from a âProfit Firstâ style setup to a more traditional bookkeeping structure if appropriate Answer questions regarding financial reports and bookkeeping processes Explain financial information clearly to non-accounting team members Assist with implementing better financial habits and procedures Possibly take on payroll in the long-term Tuesday: 9:00am - 12:00pm PST Friday: Flex between 5:00am - 10:00am PST Minimum Qualifications Must Have Requirements for the Candidate Strong proficiency with QuickBooks Online Fluent/Easily understood English Can identify opportunities for improvement Preferred Qualifications Financial Planning Industry experience Experience with payroll & expense management Perks and Benefits Work from Home
omnie
