The Peak Books

• Manage and reconcile client accounts using QuickBooks Online, Xero, and other accounting software platforms. • Prepare financial statements, reports, and tax returns accurately and in a timely manner. • Assist clients with financial planning, budgeting, and forecasting. • Collaborate with team members and clients to address accounting-related inquiries and issues. • Stay updated on industry trends, regulations, and best practices to ensure compliance and provide valuable insights to clients.

• Manage and maintain client accounts using AppFolio, including property-related financial data, tenant transactions, reporting, and reconciliations. • Manage and reconcile financial records using QuickBooks Online, Xero, and other accounting platforms as needed. • Prepare financial statements, monthly reports, and supporting schedules accurately and on time. • Present month-end financial reports and summaries to clients or internal management. • Assist clients with budgeting, forecasting, and financial planning as required. • Collaborate with team members and clients to address AppFolio and accounting-related inquiries. • Stay updated on industry regulations, accounting standards, and software best practices to ensure process accuracy and efficiency.