
· Accounts Receivable/Payable
· Bank Reconciliation
· Financial Statements

· Maintain Financial Records
· Data entry
· Financial Reporting

· Discuss financial goals and needs
· Collect and maintain financial information
· Create an individualized budget tool

· Maintains employees’ confidential information
· Process payroll along the pay periods of the business
· Process payroll liabilities and tax withholding payments

· Individual Income Tax
· Business Tax Payments (monthly & quarterly)
· Tax Advice

· QuickBooks Online and Desktop
