Question 1

Full Charge Bookkeeper

Accepted Answer

• Lead the financial operations and profit optimization for small businesses nationwide
 • Provide accounting, tax and business advice to small business owners in various States
 • Assist clients with all their bookkeeping needs using QuickBooks and other accounting softwares
 • Prepare monthly journal entries to record revenue, expenses, assets, and liabilities.
 • Prepare complex individuals and business tax returns including Non-Profits, Trusts and Estates
 • Oversee the preparation of forms 1040, 1120S, 1120, 1065, 1041, 990, 720, 706 and 709
 • Prepare inside and outside shareholder basis as well as their income tax projections
 • Manage sales tax calculation, payroll tax reconciliation, and the monthly sales tax filing
 • Recommend tax strategies that align with business goals on how to increase profits
 • Provide guidance and training to the accounting and tax teams to better service the clients
 • Mentor and coach business owners and managers on how to increase profits
 • Licensed CPA or EA  candidate is preferred  for this position

Question 2

Accounting Specialist

Accepted Answer

• Working with multiple clients, learning their businesses and optimizing their accounting workflow 
 • Educate business owners, clients and client staff on finance, bookkeeping and accounting procedures
 • Manage the relationships with clients and assist them with all their accounting and business needs. 
 • Manage all aspects of accounts payable, accounts receivable, bank reconciliation and bookkeeping entries 
 • Manage payroll journal entries, workers compensation audit; tips payable, sales tax reporting & payment, 
 • Oversee a team of bookkeepers & review their work to ensure that the clients always get accurate reports
 • Monthly reconciliations off all balance sheet and income statement accounts 
 • Journal entries experience and reconciliation of all accrued liabilities, equity, capital contribution/distribution, intercompany payables and receivables is a must for this position.
 • Accounting degree with a minimum of 5 years of full cycle accounting management is required for this position; CMA, CPA and or EA preferred

Question 3

Accounting Advisor

Accepted Answer

• Lead the financial operations and profit optimization for businesses nationwide
 • Serves as primary contact for the client and have monthly meeting with clients
 • Mentor & coach business owners and managers on how to increase profits
 • Provide guidance to the cross-functional teams aligned to a particular client delivery process
 • Create budget, cash flow projection, reporting packages and financial analysis
 • Create weekly analytics report with COGS & labor cost variance against budget
 • Direct all aspect of accounts payable, accounts receivable, payroll and inventory
 • Oversee the reconciliation of all income, expense, assets, liability and equity accounts
 • Lead the month-end close and ensure all journal entries comply with GAAP
 • Create P&L and balance sheet analysis comparing actual to budget and PY
 • Issue financial statements and investor’s reports to the CEOs & Owners
 • 3 years of recent QuickBooks experience; QuickBooks ProAdvisor preferred.
 • Reconcile client’s books with their tax returns; retained earnings, equity, contribution and distribution.
 • Journal entries related to fixed assets, depreciation, accrued liabilities, Equity, capital contribution/distribution intercompany payables and receivables is a deal breaker for this position. 
 • prior experience as an accounting manager, controller or Director of Finance is preferred for this role, CMA, CPA or EA is a must

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