Bookkeeping Helper

Job Summary

The Bookkeeping Helper assists the Bookkeeper/Accountant in performing various administrative and bookkeeping tasks to ensure the efficient and accurate maintenance of financial records.

Key Responsibilities

• Data Entry
  • Accurately enter financial transactions into accounting software (e.g., QuickBooks, Xero).
  • Process invoices, receipts, and other financial documents.
  • Maintain and update client files.
• Record Keeping
  • Assist in the preparation of bank reconciliations.
  • Assist in the preparation of basic financial reports (e.g., trial balance, income statement).
  • Maintain accurate and organized financial records.
• Client Support
  • Answer basic client inquiries regarding bookkeeping procedures and deadlines.
  • Schedule and coordinate client meetings as needed.
  • Assist with client onboarding processes.
• Administrative ...