Accountant / CPA

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TYPE OF WORK

Part Time

SALARY

450

HOURS PER WEEK

20

DATE UPDATED

Oct 2, 2025

JOB OVERVIEW

Deliverables
1. QuickBooks Setup (2 Businesses)
- Create QuickBooks accounts
- Build customized charts of accounts
- Link to business bank accounts

2. Daily Accounting Maintenance (4 entities)
- Record and categorize transactions
- Reconcile bank accounts
- Maintain financial records and audit trails

3. Invoicing Management
- Generate and send invoices
- Track invoice payments and follow up on overdue balances
- Update invoice logs in Google Sheets

4. Integrated Financial Operations
- Link QuickBooks with invoicing and banking platforms
- Maintain consistent data across tools
- Troubleshoot integration issues as needed

5. Financial Strategy & Best Practices
- Assess current financial w[removed]void(0);orkflows-
- Develop financial recommendations tailored to each business
- Propose process improvements based on observed patterns

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