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Primary Responsibilities:

  • Enter daily financial data and perform routine bank/credit card reconciliations
  • Record and categorize transactions in QuickBooks Online/Desktop
  • Assist with payroll entry and recording from third-party providers

QuickBooks Expertise:

  • Set up and maintain clean and accurate QuickBooks files (QBO/QBD)
  • Utilize bank feeds to efficiently categorize and reconcile transactions
  • Generate standard QuickBooks reports for internal and client use

Reconciliation & Compliance:

  • Ensure accuracy in transaction entry and resolve discrepancies
  • Track and manage sales tax reporting for clients
  • Support month-end and year-end close processes

Out of the Box Technology

Out of the Box Technology supports their clients’ financial operations by ensuring transactions are processed accurately and accounts are reconciled. They have a great culture and are looking for someone detail-oriented to join their team.

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