Strategic Financial Reporting

• Assist small businesses with their bookkeeping needs remotely. • Manage day-to-day relationships with clients while adhering to processes and budget parameters. • Complete bookkeeping tasks based on specific client needs. • Provide exceptional bookkeeping services via QuickBooks Online. • Close the books monthly & send email reports to clients. • Manage accounts payable and accounts receivable. • Create financial statements and conduct periodic reconciliations. • Process payroll and provide clerical and administrative support. • Ensure compliance with government reporting requirements. • Support client onboarding processes for all engagements.

- Prepare and review various types of tax returns, including individual, corporate, and partnership taxes. - Conduct thorough tax research and stay updated on changes in tax laws and regulations. - Provide clients with timely tax advice and planning strategies to minimize tax liabilities. - Communicate with clients to gather information and clarify any queries regarding tax issues. - Assist in tax audits and respond to inquiries from tax authorities. - Work collaboratively with the accounting team to ensure accurate financial reporting and compliance. - Contribute to the development and improvement of Standard Operating Procedures (SOPs) related to tax preparation. - Maintain a high level of confidentiality and professionalism in all interactions. - Assist in bookkeeping tasks.