Desired Software/Program Experience

• Quickbooks Online
• Google Drive, Gmail, Google Calendar
• Doc Hub - PDF editing, Online Signatures
• Microsoft Excel - Formatting and Formulas
• Asana
• Slack

Example of Duties

• Updating & Maintaining Quickbooks Online & Desktop Bank Feeds
• Data entry - Entering vendor bills, and information
• Monthly Billing; preparing monthly billing invoices
• File Organization; maintaining organized file names, and documents 
• Vendor Organization; maintain records of tax and insurance documents. Communicate with vendors missing information and help facilitate completion of documents
• AIA Billing Budgets and Spreadsheets; monthly preparation of billing spreadsheets across clients ensuring accuracy of numbers and formulas for the next month
• Employee Time Tracking; ensure correct tracking of time to jobs, communicate with employees to clarify incorrect time or discrepancies
• Maintain client email inboxes, respond or escalate inquires as needed, file away emails so inbox is clean and organized
• Work on master project lists for clients to help improve efficiency and organization across their business

Desired Skills

• Bilingual; Spanish is necessary to perform this work. English - conversational.
• Time management; there is always a list of tasks, however they need to be organized and prioritized
• Ability to work with several different clients. Each client is different and has a slightly different way of running their small business. My goal is to set standards in place, while honoring the systems and preferences each client has. Flexibility is key
• Ability to problem solve; every system has room for improvement. I am open to new ideas to improve efficiency 

Soft Skills Necessary:

• Attention to Detail - Accuracy is critical in bookkeeping. Paying close attention to details helps in preventing errors in financial records.
• Organizational Skills - Being organized is crucial for managing multiple accounts and maintaining orderly records, ensuring that financial data is easy to retrieve and interpret.
• Time Management - Bookkeepers often handle numerous tasks with strict deadlines. Effective time management helps in prioritizing tasks and meeting all deadlines efficiently.
• Communication Skills - Clear and concise communication is necessary to interact with clients, colleagues, and other departments, especially when discussing financial information or resolving discrepancies.
• Problem-Solving Skills - Ability to analyze financial discrepancies and find solutions is important for maintaining accurate records and addressing issues that may arise.
• Adaptability and Flexibility - In a consulting environment, priorities may shift quickly. Being adaptable helps in handling changes efficiently.
• Teamwork and Collaboration - Ability to work well with others and collaborate with different teams and departments to ensure all financial aspects align with business objectives.
• Customer Service Orientation - Providing excellent service to both internal and external clients is a significant aspect of working in a consulting firm, as you may have to interact directly with clients regarding their financial data.