Excel and QBO expert

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

40

DATE POSTED

Apr 3, 2025

JOB OVERVIEW

a. Answer phones from Upgrade to see actual info app on your cell 0930am to 6pm Pacific Time San Francisco, equals 00:30-09:00am PHT.
Who's calling email cell, how may we help you?

b. excel code expenses and income to a tax return Schedule C, 1120S.
b1. Edit Fill Series
b2. Data Sort
b3. code to 1120S mostly, we give you the template
b4. Data Subtotal

c. Knowledge of reconciling balance sheet in QBO and in excel
for example an accountant with knowledge of Audit workpapers
c1. Bank and Credit Card Reconciliations
c2. Accounts Receivable and Payable proofing (asking client whether valid or not)
c3. Deposit confirmation (asking if workers compensation deposits are still valid for example)
c4. Loan amortization schedule
c5. etc for the balance sheet

d1. Move folders into each other
That might be
Lastname firstname
firstname lastname
moved to
LASTNAME, FIRSTNAME COMPANYNAME

d2. There are around 2,000,000 individual files that may look like:
Lastname, FirstnameTaxYearsCompanyScandatetime
Smith, JohnUpgrade to see actual infoAcmeUpgrade to see actual info.pdf
4digitsbankname yymmdd 1234.56 vendorclientScandatetime
2822chaseUpgrade to see actual info.00 Smith, JohnUpgrade to see actual info.pdf

e. download from my machine with 1200mbps speed certain websites i have a subscription already into my cloud drive.

f. help market my business and let my name be known for tax planning for businesses > $1,000,000 sales

g. help market my 600 customers' businesses, help their business improve sales.

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