Healthcare Virtual Assistant And Bookkeeper
Parks & Powers Psychotherapy
Upland, California, United States
Duties & Responsibilities:Administrative Support:โ๏ธ Intake Coordination โ๏ธ Email Managementโ๏ธ Calendar Managementโ๏ธ Filing of insurance claims (Simple Practice, Office Ally, Alma, Headway)โ๏ธ Send appointment confirmations and remindersBookkeeping:Maintenance of General Ledger โ๏ธ Daily activity is recorded, and organized with a customized Chart of Accounts.โ๏ธ Transactions on the books are matched to the bank statements and outstanding checks reviewed.โ๏ธ Process Payment and Invoice Creationโ๏ธ Credit Card Activity is entered and reconciled. Balances are managed monthly.Payroll Entriesโ๏ธ Using payroll reports to record and properly expense employee earnings and taxes paid.Monthly Reportsโ๏ธ Monthly financial statementsโ๏ธ Posting Adjusting Journal Entries