Communicate directly with clients, answering specific bookkeeping & QBO questions (written & oral).Communicate with the owner to summarize month-end closing to ensure books are completed in a timely manner.Provide monthly bookkeeping services for clients by reviewing and categorizing transactions.

Key Responsibilities:Operations: Manage daily tasks, facilitate communication, and implement new approaches for efficiency.Administration: Answer phones, handle messages, file paperwork, draft documents, and maintain organization.Financial Management: Process payroll, manage banking, and contribute to financial reporting.Team Management: Support team members effectively and contribute to hiring decisions.Project Management: Handle multiple projects, prioritize tasks, and meet deadlines.Additional Notes:Ability to multitask and work effectively under pressure is essential.Trustworthiness and strong communication skills are crucial.Adaptability to various work styles is important.

Responsibilities:Motivation and Engagement:Implemented employee contests and activities to boost morale and productivity.Organized an annual destination trip for top performers as a reward and incentive.Communication and Organization:Prepared meeting agendas, information slides, and presentations.Maintained an organized lead database for efficient sales management.Employee Management:Coordinated the onboarding and offboarding process for new and departing agents.Administration and Community:Handled general office management tasks to ensure smooth operations.Participated in community involvement initiatives.Additional Highlights:Specific software or tools used, Canva, Wix, MLS, Route Generator