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Bookkeeper
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Full-time
- We are dedicated to providingquality service to our clients,encompassinginvestment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.
- The Bookkeeper will be responsible for bill payment, bookkeeping, reconciliations, and cash management reporting.
- Transaction Management: Download, classify, and import transactions from client bank accounts and credit cards into QuickBooks or an equivalent application
- Account Reconciliations: Reconcile bank statements, cash app and credit card activities monthly
- Compliance Reporting: Prepare and ensure timely submission of monthly compliance reports, obtaining necessary signatures and maintaining records in Laserfiche
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