Bookkeeper/Office Manager


Performs a variety of accounting, payroll, bookkeeping, and sales tax services for small businesses. Provides advice, delivering advice products and client-based products to small businesses and small business owners including client on boarding. Completion of tax returns as needed. In addition, this position will partner with Tax Professionals to deliver client bookkeeping and payroll information in order for the Tax Professional to complete the tax return.


Check and verify source documents such as invoices, receipts, computer printouts, etc.

Post financial transaction details to subsidiary books and general ledger.

Convert warm leads into clients and increase retention through referrals and partnerships.

Identify opportunities to increase the level of service provided to small businesses and their owners as their requirements become more complex.

Identify client satisfaction issues and review issues on a timely basis.

Identify the schedule of charges for clients and process/collect accordingly.

Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts.

Provide guidance and assistance to other bookkeepers and tax preparers, as needed, to ensure the timely and accurate completion of duties.

Prepare applicable tax forms and schedules, including 1099's and W-2's, Schedule C, Form 990, Form 1041, Form 1065, etc.

Assure confidentiality and privacy at all times.

Other duties as assigned.


Minimum of twelve hours of college-level accounting coursework or equivalent combination of education and experience

Minimum of three years experience providing accounting and payroll services

Knowledge of generally accepted accounting principles, bookkeeping practices and procedures

Knowledge of sales and payroll tax laws, payroll practices, and applicable regulations

Analytical and detail-oriented with high organizational skills

Ability to collect, analyze, and summarize financial data and assimilate into useful format

Ability to work with limited supervision and independently

Possess a passion for working with small business owners

Ability to develop and maintain effective client and coworker relationships

Ability to work under pressure; possesses the stamina to meet the time deadlines inherent in the tax and accounting profession

Effective oral, written, and interpersonal communication skills

Strong command and use of the English language

Ability to treat confidential information with professionalism and discretion

Willingness and ability to learn new skills, think critically, and adapt to situations as they change

Understanding of Windows-based computers and Microsoft Outlook

Proficiency in MS Word, Excel, Open Office and similar software


Experience with Xero accounting software or Xero certified (training can be provided)

Prior management experience

Prior experience preparing tax returns (training can be provided)

Experience with Quickbooks

Compétences : Comptabilité, Comptabilité, Saisie de Données, Intuit QuickBooks, Assistant Virtuel

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Concernant l'employeur :
( 0 commentaires ) United States

Nº du projet : #16676629

43 freelance font une offre moyenne de $1102 pour ce travail

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(22 Commentaires)

I am a professional bookkeeper to provide outsourced bookkeeping services including accounts payable, accounts receivables, bank reconciliations, mange general ledger, charts of accounts, payroll, monthly report etc. Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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Hey, I am a qualified Chartered Accountant with more than 10 years of experience in accounting and finance. Having strong accounting and finance background, I am capable enough to handle the accounts up to finaliza Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(18 Commentaires)

We are an established Certified Public Accountants firm since 2008 based in India.  We are a team of two CPA's & six Chartered Accountants.  We currently offer services to overseas clients based in USA, Australia, Cana Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(19 Commentaires)

Hi there, my name is Vasily, and it will be pleasure for me to join you as a bookkeeper and office manager. It would be great to have chat with you for discuss details.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
(10 Commentaires)

I am seeking to be a part of an organization where I can contribute to its growth by applying and improving my skills of expertise. The following are my skills of expertise: - General Accounting using Quickbooks Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
(6 Commentaires)

I possess 7 years of experience in the field of Indian Accounting & Auditing, taxes & financial Reports & statements. I have a good amount of knowledge in GST return preparation. Additionally I am good in Microsoft E Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(3 Commentaires)

Greetings! I am a CPA, XERO Advisor & Migration Certified from Philippines. I am interested with the tasks. Hoping to have more details as to hours worked and compensation. Thank you. Regards, Dora

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(2 Commentaires)

Hello sir, I'm extremely interested in your project and I have experience in SEO, article writing, web scraping, PDF to excel conversion, Business development manager, admin, virtual assistant etc. I'm looking to make Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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I am a professional and experienced over 6 years in virtually assisting including UK based accounting and qualified in B.Sc. Accountancy & Business Finance. Would like to help you as my previous happy customers. Feel Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
(1 Évaluation)

VGrow Advisors is a professional services firm led by Chartered Accountant's (equivalent to CPA) offering full charge bookkeeping to domestic and international businesses. We at VGrow Advisors believe in giving highl Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 22 jours
(1 Évaluation)

I am a qualified Accountant (ACCA and part-qualified CA) with 6 years experience in the field of accounting and auditing. I work remotely for a CPA firm and provide bookkeeping, taxation and auditing services to vari Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 15 jours
(1 Évaluation)

Hi, I can do the job except for taxation purpose. my rightful fee should be 350 dollars, howeve the minimum bid is 750 so i followed freelance policy. I am helping you because i want to expand my horizon on US t Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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Dear Sir, I am Dishant Shah based in Ahmedabad, Gujarat, India. Qualification: 1. Bachelor of commerce 2. Master of Commerce-I 3. Chartered Accountant (India) 4. CPA (Australia) Experience: Total 7 years Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
(0 Commentaires)

I’m currently the accountant of a Huston Based business, I manage AR,AP, Payroll, Treasury & financial statements.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 4 jours
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I have completed my bachelors in computer science . i can do any computer job . besides i have done my projects in oracle.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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Because i have 5 Years Accounting & Book Keeping Certificate from ICAP-Institute of Chartered accountants of Pakistan and 17 Years practical Experience in Accounting Managers level in Different Companies. o Handlin Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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A proposal has not yet been provided

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 20 jours
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