Money Management/Bookkeeping

  • 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.