Finance and Accounting

Bookkeeping
Managing day-to-day financial transactions, including categorizing expenses and maintaining accurate financial records.

Invoice Management
Creating and sending invoices, tracking payments, and following up on overdue accounts.

Expense Tracking
Monitoring and recording business expenses to ensure proper documentation and tax reporting.

Payroll Processing
Assisting with payroll tasks, including tracking employee hours, preparing paychecks, and ensuring timely payments.

Financial Reporting
Preparing financial statements, balance sheets, and income statements for review by accountants or business owners.

Tax Preparation Support
Organizing tax documents, tracking deductions, and assisting with the preparation of tax returns.

Budgeting Assistance
Helping to create and maintain budgets, track expenditures, and identify areas for cost savings.

Reconciliation
Reconciling bank statements, credit card transactions, and other financial accounts to ensure accuracy.

Accounts Payable & Receivable
Managing incoming and outgoing payments, processing payments to vendors, and handling client billing.

Data Entry and CRM Management
Inputting financial data into accounting software like QuickBooks, Xero, or Wave, and maintaining accurate client records.