LTD Global

• Monthly invoicing cycle — generate and issue invoices in BC based on a billing approval spreadsheet reviewed by the client • AR tracking — monitor outstanding invoices, apply payments, and follow up on collections as needed • AP posting — enter vendor and contractor bills in BC (payment processing handled by client) • Payroll journal entries — post payroll reports from ADP (or equivalent) into BC • Bank reconciliation — monthly reconciliation in BC • Basic reporting — pull standard financial reports from BC as requested

• Monthly invoicing cycle — generate and issue invoices in BC based on a billing approval spreadsheet reviewed by the client • AR tracking — monitor outstanding invoices, apply payments, and follow up on collections as needed • AP posting — enter vendor and contractor bills in BC • Payroll journal entries — post payroll reports from ADP (or equivalent) into BC • Bank reconciliation — monthly reconciliation in BC • Basic reporting — pull standard financial reports from BC as requested

• Support US-based clients in tax preparation • Prepare individual (Form 1040) and business returns (Forms 1120 and 1065) • Handle workpapers, trial balances, and book-to-tax adjustments • Address short-term and long-term rental activities including Airbnb K-1s • Manage multi-state and SALT filings, including apportionment • Collaborate with clients across various sectors like real estate and technology • Utilize UltraTax CS and QuickBooks Online for tax preparation

• Support US-based clients with high-volume individual and business tax preparation • Work independently with minimal supervision • Prepare complex tax returns and ensure compliance with regulations • Collaborate with clients and provide tax-related advice • Handle client correspondence and tax notice resolution (IRS, FTB)

• Support US-based clients in tax preparation • Prepare high-volume individual and business tax returns • Work independently with minimal supervision • Handle complex returns confidently

• Make high-volume outbound B2B sales calls • Qualify prospects and schedule sales appointments • Research and identify businesses that fit our target market • Maintain accurate CRM records and activity reports • Meet daily activity targets (80–100 calls/emails per day)