Evaluating bids

Bookkeeper/Cpa

Published on the February 01, 2021 in Finance & Management

About this project

Open

Looking for an experienced bookkeeper, manages quickbooks or zero. Please look in the attachment for further information

what should i bookkeeper do for us?
categorize expenses & income and bank reconciliation
expenses tracking
pay bills (accounts payable)
invoice (accounts receivable)
payroll
prepare financial statements(monthly, quarterly and annual)
year-end reporting

what should a bookkeeper do each month?
1. Send us Financials each month (Will provide us a snapshot of the Bizz performance)
Profit and Loss
Balance statement
Track all expenses so we are not over spending
2.
Transaction categorization
There will be several unknown transactions, he/she has to send us a list to provide them where to locate them.
A list of reimbursements to collect from each company.
Credit cards reimbursements
3.
Payment to be made through the week/month
I’ll suggest to have this payment processed by each Friday
4. Client Invoicing
Provide us a list of all accounts to collect
Collect payments
5. Be available for questions and updates!

Skills to look for:
1.
Tech skills
Softwares
Quickbooks
Xero
Excell
Google Apps
Asana
Todoist
2. Capable to learn
Got to understand the workflow of the company and its industry to get to know the understandings
3. Communication
Be able to jump in calls besides chatting
Be able to tell us if something is incorrect, wrong some system failures, etc
4.
Organized
Be able to prioritize tasks


5. Detail oriented
Make sure each transaction are well categorized
Make sure the bank and books are well reconciled

Category Finance & Management
Subcategory Accounting
What do you need? For a small or medium business
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed