Bookkeeper

Responsibilities - Bookkeeper
? Excel/Google-Sheets Experience
? All details on price, costing, and client information will be provided to you on our
shipping log

? Quickbooks Online Experience REQUIRED

? Email communication for billing related tasks

? Creating and sending estimates, invoices, and bills
? This process is streamlined through Quickbooks

? Understanding of paperwork/documents that allow us to generate estimates, invoices,
and bills

? Payment alerts
? Setting up system to remind up net terms for each vendor

? Statement Analysis with Clients

? Email communication to request bills and statements

? Internal Reporting - Once per weekly
? Cashflow report
? Invoice to Bill report for Profitability
? Statement report for internal purposes
? Audit Report to confirm invoices and bills have been made


General Notes for Billing & Reporting Coordinator
Training will take about 30-60 days upon hiring.
Days of Operation: Monday to Friday
Hours: 8am to 2pm PST (Hours may shift depending on workload)
Laptop required
Whatsapp required for daily communication
Company email will be provided to you
Zoom Video Calling