- Established a payroll and tax system, and set up and trained staff on QuickBooks for financial consulting start-up company.
- Track income, expenses and assets on QuickBooks.
- Work with bank and investment firm representatives to track money and ensure that client has available funds.
- Track business vs personal expenses on credit cards/bank statement for tax record purposes and to invoice reimbursable expenses. Responsible for preparing those invoices for client.
- Request yearly credit reports to monitor for accuracy and fraud.