- Ensure seamless synchronization of transactions, invoices, and payments between GoHighLevel (GHL) and financial records.
- Maintain financial integrity by accurately reconciling sales, invoices, and contact data between GHL and QuickBooks Online.
- Identify and resolve data discrepancies between CRM pipelines and accounting records.
- Manage the full cycle of client invoicing and process vendor invoices to streamline accounts payable.
- Support collections by monitoring accounts receivable and tracking past-due balances.
- Execute daily reconciliations for bank, credit card, and merchant processor accounts.
- Support the Controller during month-end close by managing journal entries, tracking expenses, and updating balance sheets.
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