Bookkeeper & Administrative Assistant
Job description
Core Responsibilities: Data Entry: Input, review, and categorize daily bank and credit card transactions within the accounting software. Account Reconciliations: Perform monthly reconciliations for bank accounts, credit cards, and business loans to ensure a $0.00 variance. Tax Prep Handoff: Keep the chart of accounts organized and pull financial reports to hand off to our external CPA for tax season.
Office Coordination: Manage incoming mail, monitor office supply inventory, and order necessary equipment. Client & Vendor Relations: Serve as the first point of contact by answering phones, responding to general emails, and greeting visitors. Calendar Management: Schedule meetings, coordinate appointments, and manage travel arrangements for management.
Digital Filing: Maintain an organized digital and physical filing system for company contracts, records, and receipts.
Requirements
Experience: 2+ years of proven experience in bookkeeping and office administration. Software Skills: Proficiency in accounting platforms (e.g., QuickBooks Online, Xero) and office software (e.g., Microsoft Office 365, Google Workspace). Accounting Degree: Strong understanding of basic accounting principles, debit/credit entries, and financial statements.
Soft Skills: Excellent time-management skills, high attention to detail, and strong written and verbal communication.
Description copied from Chunyee Global CPA's careers page. Read the full posting before you apply.
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