QB Online Advanced Cert.
Excel & Outlook Proficiency
Accounting Software Setup
Providing small business owners with valuable bookkeeping services
QuickBooks Online setup, cleanup and bookkeeping services
Verify daily purchase orders and customer invoices are correct
Bank and Credit Card Reconciliations
Process customer payments
Process credit card charges
Timely policy filing's and compliance with state regulatory agencies
Filing state surplus lines tax returns (monthly, quarterly and annual)
Create monthly activity reports from multiple spreadsheets
Process A/R andA/P (Check, ACH, and Credit Card)
Bank & credit card reconciliations
Monthly journal entries and GL maintenance
Inputting and organizing new submission materials (loss runs, ACORDS, underlying quotes, supplemental applications), into the Agency Information Manager system and Image Right filing system.
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