Office Manager
Current● Streamlined SOP to assure a more efficient office workflow.● Responsible for all client follow-up and note maintenance.● Established relevant KPI's to increase profit of firm by 35%.● Daily tasks :○ Data entry○ Client lists○ Cold call lists Compilation for sales team○ Loan details and follow-ups○ Running reports on QuickBooks for clients and firm (on request)○ Profit and Loss (P&L)○ Balance sheets○ A/R and A/P aging reports○ Scheduling calls with clients and potential clients with one of our on staff bookkeepers.○ Staff scheduling○ IT Support● Monthly tasks :○ Responsible for all general office operations○ Processing of monthly clients’ dues and distribution of receipts○ Sending out P&L/Balance/Aging reports to clients for months end○ Ordering of supplies for the office○ Working with vendors and getting the most competitive price● Quarterly tasks:○ Annual Report Reminders○ Sales/Use Tax Reminders● Yearly tasks:○ Compiling all relevant tax data for firm○ Compiling all relevant tax data for clients○ Scheduling yearly pre-tax season client calls