Solvency Now Bookkeeping Inc

• Get sales appointments booked and complete all admin for leads • Update and maintain CRM system and pipeline with details of all interactions • Ensure all data is accurate and up-to-date • Facilitate and manage all necessary paperwork once a lead agrees to move forward • Qualify leads based on company criteria • Schedule appointments between qualified leads and the sales team • Coordinate and manage the calendars of the sales team • Conduct follow-up calls or emails with prospects • Send reminders to prospects and the sales team about upcoming meetings • Provide regular reports to the sales team or management • Handle inbound inquiries from potential clients • Work closely with the sales team to ensure the handoff of leads

• Manage bookkeeping for a variety of clients (and yes, we promise they can be fun to work with!) • Collaborate with a team of bookkeeping pros to elevate our service and support each other in tackling challenges. • Stay organized and keep deadlines in check while enjoying the perks of remote work. • Performing bank account and credit card reconciliation. • Conducting bookkeeping reviews. • Paying and tracking bills/loans. • Collecting and tracking invoices. • Filing 1099(s). • Calculating and collecting sales tax. • Payroll filing and reporting. • Maintaining spreadsheets of financial transactions. • Submitting a detailed daily report to your direct supervisor. • Keeping detailed time tracking per client. • Using internal software to record client work completed. • Performing other related duties as needed or agreed upon

• Develop and execute engaging social media strategies that align with our brand. • Create, schedule, and manage content for Instagram, Facebook, LinkedIn, YouTube, TikTok and other social media platforms. • Track and analyze social media performance. • Research industry trends and propose fresh, creative ideas for content. • Engage with our audience—respond to messages, comments, and foster a community. • Collaborate with our team to ensure a consistent brand voice and visual identity.

• Conduct bank account and credit card reconciliations. • Perform comprehensive bookkeeping reviews. • Manage bill payments and track loans. • Collect and process client invoices. • File 1099 forms and calculate sales tax. • Handle payroll filing and reporting. • Maintain detailed financial transaction spreadsheets. • Submit daily reports to your supervisor. • Track time accurately for each client. • Utilize internal software for documenting client work. • Perform other related tasks as required.

• Conduct bank account and credit card reconciliations. • Perform comprehensive bookkeeping reviews. • Manage bill payments and track loans. • Collect and process client invoices. • File 1099 forms and calculate sales tax. • Handle payroll filing and reporting. • Maintain detailed financial transaction spreadsheets. • Submit daily reports to your supervisor. • Track time accurately for each client. • Utilize internal software for documenting client work. • Perform other related tasks as required.