Your Dedicated Team - Onboarding Services »
Gain access to a comprehensive Accounting Department that provides timely, actionable financial insights.
Your Dedicated Team
Onboarding Specialist
- Evaluating client accounting procedures
- Identifying suitable system features for client operations
- Contributing to the creation of system design strategies
- Setting up and executing accounting systems on client computers
- Overseeing and validating data migration to new systems
- Offering telephonic assistance for accounting and system-related queries
- Developing tailored policies and guidelines for clients using the accounting system
- Advanced QuickBooks Certification
Bookkeeper
- Coding of downloaded transactions
- Processing of Accounts Payable
- Preparation of bank reconciliations
Staff Accountant
- Weekly review of detailed coding
- Review of bank reconciliations
- Reconciliation of balance sheet account
- Month End Preparation
- Certified QB Pro Advisor
Accounting Manager
- Month end review and preparation of monthly financials
- Responsible for monthly review of financial statements
- Responsible for review of Internal Controls
- Escalation of service-related matters
- Overall Customer Satisfaction
- Certified QB Pro Advisor
As a certified CFO, I bring a robust blend of expertise and accreditation to the table, ensuring that my strategic financial management and controller services not only aligns with industry best practices but also drives substantial value and innovation in the services sector. My certification is a testament to my commitment to excellence and my capability to navigate complex financial landscapes effectively, making me a trusted advisor in your journey towards greater profitability and business success.
Start mastering your financials today! Dive deeper into how outsourced accounting services can revolutionize your business strategy and lead to sustained profitability. Don’t wait, unlock your business’s full potential now!
Explore effective best practices for leveraging Quickbooks, the cloud and accounting.
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