Administrative Assistant
Current• Office reception, greeting clients, managing phone lines.• Creating/sending invoices & processing and recording payments with Quickbooks online.• Tax documents intake, creating new clients and adding to all databases.• Creating and completing tax returns with Proseries software, assembling and delivering tax returns.• Bookkeeping duties and running payroll through Quickbooks online & Quickbooks desktop, running reports and creating backup files.• Handling cash, checks and running credit cards.• Correspondence with clients, setting up consultations and meetings.