- Maintain accurate and up-to-date bookkeeping across all accounts.
- Ensure transactions are consistently and correctly categorized in QuickBooks.
- Perform regular reconciliations for bank accounts, credit cards, and payment platforms.
- Monitor data integrity and resolve discrepancies promptly.
- Track and manage cash flow on an ongoing basis.
- Maintain clear visibility into incoming and outgoing funds.
- Review, document, and optimize internal financial workflows.
- Prepare clear, structured financial reports for internal use.
- Work closely with external CPAs during tax filings, audits, and reviews.
- Ensure compliance with U.S. accounting standards and internal policies.
ComplianceBookkeepingQuickBooks