Basic office function and organization including:• maintenance of projects including assigning numbers, creating folders, recording updates, status of projects.• Managing and maintaining filing systems including permanent collateral files, current and completed project files• Recording staff time-per-project into project worksheets and project folders.• Closing project files and completing recap of finished work. • Maintaining and managing office supplies and materials• Answering telephones, taking messages and responding to client requests. • Collecting and sorting mail; sending, receiving, tracking and recording orders; and preparing and recording bank deposits.• Errands to printers and vendors. Deliveries to clients.Marketing and advertising assistance including: • Fact checking all phone numbers, street addresses, web addresses and proper noun spellings• Proofreading for grammar and punctuation errors and for inconsistencies. • Assisting in estimates and obtaining quotes from vendors.• Market research as requested. • Creating mailing lists and reference materials as requested.• Clipping articles, ads and published information.• Assisting in arrangements for special events.Financial and bookkeeping duties including but not limited to: • Posting, tracking and paying vendor bills. • Collating vendor bills as they relate to client projects.• Careful evaluation of amounts to be invoiced with regard to estimates and factors that may have led to the project estimate being exceeded.• Creating customized invoices for clients.• Monthly bank reconciliations.• Bi-weekly payroll preparation.• Monthly, quarterly and yearly state and federal payroll report preparation (including W-2s, 941, 940 and ESC reports).• Generating financial reports.• Researching all aspects of payables and receivables• Ensuring company financials are in order • Assisting accountant with bookkeeping questions

Preparation of individual income tax returns.

Bookkeeping for a number of clients, including QuickBooks, payroll, payroll reports, etc. Preparing Financial Statements, Business and Personal Income Tax Returns.