Work with CPA's/Accountants:

1. Organize useful/necessary information from bank statements, receipts, credit card statements, other documents.
2. Enter data into QuickBooks and/or Excel for submission to the CPA/Accountant for use in preparing tax forms.
3. Follow-up as needed with the CPA/Accountant to assure all questions are answered and issues addressed.
4. Act as liaison between CPA/Accountant and the business owner as needed. 

Software Capabilities:

1. MS Word, Excel, Power Point, Outlook
2. QuickBooks Pro
3. ACT Database software
4. Willing and able to learn new software as needed

Mail Processing:

1. Retrieve mail from Post Office
2. Open and sort/prioritize mail

Bill Paying:

1. Print/write checks
2. Mail checks to vendors

Organizing:

1. File setup, paper or electronic
2. File maintenance/updating, paper or electronic

Special Projects: 

1. Manage special projects for clients as needed