GENERAL OFFICE/BOOKKEPING
GENERAL OFFICE ADMINISTRATION
ORGANIZATIONAL SKILLS - Imperative for keeping not only myself but the business organized and ready to multi-manage every tasks.
COMMUNICATION SKILLS - Critical to a successful business and I am prepared to negotiate with those inside and outside the business.
ATTENTION TO DETAIL/PROBLEM SOLVING - Essential with any great assistant is that they either KNOW how to do it OR have the initiative to figure it out through research, networking, communicating, etc.
Income Statement Example - Google Sheets.pdfAccounting Clerk/Bookkeeper
It is vital that the assistant take charge of obtaining correlating expense receipts, paying expenses, and creating financial reports that allow the management team to quickly look at and decipher the financial health of their business.
One-time Charge
FREE consultation to review status of books and get direction on needs
Initial charge to bring past financials up to date
Provide updated profit & loss and balance sheet
Accounting Clerk
Monthly Charge TBD (Quickbooks Online)
Data entry Transactions
Track debits
Pay Invoices
A/R - Create Invoices and Provide Outstanding A/R
Close & Balance Books
Bookkeeper
Monthly Charge TBD (Quickbooks Online)
Review & create financial reports including
Profit/Loss
Balance Sheets
Cash Flow Statements
Accounts Payable/Accounts Receivable
File Sales Tax (New Mexico GRT)