- Manage full-cycle bookkeeping/accounting for multiple clients in QuickBooks Online and Desktop
- Perform monthly reconciliations, accruals, journal entries, and financial statement prep
- Build monthly sales journals from POS reports (Square, Heartland, Toast)
- Recognize payroll expense from payroll/POS reports (Square, Heartland, Toast, ADP, QuickBooks)
- Prepare, pay, and file multi-jurisdiction sales tax returns (monthly/quarterly)
- Act as primary accounting point of contact for assigned clients
- Collaborate with internal team on consistent, accurate, timely deliverables
- Track work and documentation in Karbon
- Support quality control and adherence to firm standards
Microsoft Office