Full Time
TBD
40
Apr 3, 2025
a. Answer phones from
Who's calling
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, John
4digitsbankname yymmdd 1234.56 vendorclientScandatetime
2822chase
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.