Job Information
Job Description
Responsibilities
- Track any payment inconsistencies, keep an eye out for credit card costs, and keep track of any refunds.
- Create an accessible file structure for your finances.
- Create accounting reports for upper management to see.
- Follow up on returns and keep track of any payments paid for tax preparation.
- Discuss payments, refunds, and statements with the clients.
- Achieve prompt delivery of financial statements to all clients.
- Ensure financial statement correctness by confirming that the final figures on the statements are accurate.
- assist in budget balancing for the office or department.
