Strategic Financial Reporting, Inc.

Strategic Financial Reporting, Inc. is a women-owned accounting, bookkeeping, and business consulting firm based in Southern California, focused on promoting financial growth, sustainability, and stability through eco-friendly and paperless processes.

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📍 Florida, United States

🧭 Full-Time

🔍 Accounting

  • 5+ years of demonstrated ability to provide detailed bookkeeping and accounting support.
  • QuickBooks Online Certification.
  • 3+ years of experience using QuickBooks for/in a professional organization.
  • Familiar with Outlook and Office 365 Online Suite (Outlook Online, Microsoft ToDo, Microsoft Teams Meetings, and SharePoint/OneDrive).
  • Able to communicate powerfully, clearly, and professionally - both orally and in writing.
  • A passion for and a sense of personal satisfaction in assisting clients and ensuring that they are successful in running their small businesses.
  • Confidence in learning and embracing new technologies, and a willingness to consistently and accurately follow established policies and procedures.
  • Efficient with deadlines.
  • Willingness to build strong remote team relationships based on trust, accountability, integrity, and shared learning and training.
  • Dedicated office space with a reliable, high-speed internet connection.
  • Capacity and commitment to work 40 hours per week.
  • Bachelor's degree in Accounting, Bookkeeping, or another equivalent degree.
  • Fully set up to work remotely.
  • QuickBooks Online Advanced Certification.
  • Willing to take and make phone calls as needed when urgent contact with a client is necessary to complete their requested bookkeeping tasks.

  • Provide exceptional bookkeeping services to clients via QuickBooks Online.
  • Demonstrate a thorough understanding of professional accounting and bookkeeping practices.
  • Meet with clients via virtual meetings as needed to answer questions and support their business ventures.
  • Close the books monthly & send monthly email reports of work to date to the client.
  • Manage accounts payable and accounts receivable.
  • Manage bookkeeping & accounting journal entries.
  • Maintain the chart of accounts.
  • Create the company’s financial statements to prepare for analysis and annual tax preparation.
  • Conduct periodic reconciliations of all accounts to ensure their accuracy.
  • Process payroll per client needs (weekly, bi-weekly, monthly, etc).
  • Provide clerical and administrative support as requested.
  • Issue invoices to customers.
  • Pay supplier invoices in a timely manner.
  • Pay any debt as it comes due for payment.
  • Ensure that receivables are collected promptly.
  • Record cash receipts and make bank deposits.
  • Collect sales taxes from customers and remit them to the government.
  • Tag and monitor fixed assets.
  • Ensure that the client is compliant with local, state, and federal government reporting requirements.
  • Support client onboarding process for all assigned client engagements in accordance with defined processes.

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Posted 2024-09-20
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