• Take responsibility for bookkeeping • Prepare accounting records for the tax advisor • Serve as the contact person for the tax advisor • Create outgoing invoices and review incoming and outgoing invoices • Correspond with suppliers and customers • Manage payment transactions • Prepare and analyze key figures, statistics and reports • General administrative tasks • Assist the management team with various tasks

Role Description Growing ophthalmology practice seeking an experienced QuickBooks online consultant to review setup, organize bookkeeping processes, and optimize our financial systems. We are looking for someone detail oriented, efficient, and highly experienced in QuickBooks online who can help clean up, streamline, and maintain our books. Responsibilities - Enter financial data and transactions - Verify the accuracy of transactions that have been entered - Prepare trial balance - Analyze budgets and other financial information - Process accounts payable and accounts receivable - Complete required tax forms - Categorize expenses and clean up chart of accounts - Review Payroll entries and ensure accuracy - Coordinate with CPA for tax readiness Qualifications - Prior bookkeeping experience in healthcare or medical offices preferred - Previous experience as an accountant, bookkeeper, or similar position - Knowledge of payroll systems and reporting - Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems - Strong mathematical and analytical skills, strong attention to detail - Excellent attention to detail, time management, and communication skills - Strong experience with QuickBooks online Benefits - Competitive Compensation - Paid Time Off - Career Growth Opportunities

• Maintain and manage financial records using QuickBooks Online (QBO) and QuickBooks Desktop (QBD) • Process daily accounting transactions and maintain general ledger accuracy • Prepare and post journal entries • Perform monthly bank account and credit card reconciliations • Process payroll accurately and timely, ensuring compliance with applicable regulations • Prepare and file quarterly payroll tax returns, including IRS Form 941 filings • Prepare annual W-2 and 1099 reporting as required • Prepare and file local mercantile/business privilege tax filings • Process accounts payable and accounts receivable transactions • Monitor cash balances and assist with cash management activities • Assist with month-end and year-end closing processes • Prepare internal financial statements and management reports for business owners and leadership teams • Analyze financial records to identify discrepancies and recommend corrective actions • Support CPA firms and management with tax preparation, audits, and financial reviews • Maintain organized accounting records and supporting documentation in accordance with company standards • Assist with compliance-related reporting requirements and regulatory filings • Provide support for bookkeeping cleanup and catch-up projects as needed • Communicate professionally with clients, vendors, and internal stakeholders regarding financial matters • Stay current on accounting best practices, payroll regulations, and tax filing requirements • Maintain confidentiality of sensitive financial and payroll information • Perform other duties as assigned

• Maintaining accurate financial records • Managing reconciliations • Supporting reporting activities • Ensuring compliance with accounting standards • Managing accounts payable and accounts receivable activities • Maintaining general ledger entries and categorizing expenses accurately • Performing bank and account reconciliations, investigating and resolving discrepancies • Tracking invoices, receipts, business expenses, and financial transactions • Processing payments and reimbursements while maintaining proper documentation • Preparing and recording journal entries • Reconciling vendor invoices, bank statements, and loan payments • Assisting with tax preparation support, including 1099 contractor documentation • Preparing monthly and quarterly financial reports • Assisting leadership with profit and loss statements, cash flow reporting, and financial analysis • Supporting audit preparation and documentation requests • Identifying opportunities to improve accounting processes and reporting efficiency