Part-Time Bookkeeping Assistant (Automotive experience or background is preferred)
Salary undisclosed
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- Cross-reference financial transactions from bank accounts, checks, and Mitchell One CRM to ensure accuracy.
- Monitor daily revenue, expenses, and cash flow to ensure proper financial tracking.
- Identify discrepancies, missing transactions, or potential theft, and report any concerns.
- Set up and implement a bookkeeping platform (QuickBooks or other recommended software) to streamline accounting processes.
- Ensure compliance with standard accounting principles and maintain organized records.
- Generate daily, weekly, and monthly financial reports summarizing revenue, expenses, and overall financial health.
- Track profitability per location and provide data-driven insights.
- Develop a clear financial reporting system that allows for easy tracking and monitoring.
- Review and organize financial data for the past three months to ensure all records are up to date.
- Establish best practices and procedures for ongoing bookkeeping.
- Work closely with the owners to understand reporting preferences and refine processes over time.
- As familiarity with the business grows, refine and improve financial tracking and auditing procedures.
- Adapt to additional responsibilities and projects as the role expands.
- Cross-reference financial transactions from bank accounts, checks, and Mitchell One CRM to ensure accuracy.
- Monitor daily revenue, expenses, and cash flow to ensure proper financial tracking.
- Identify discrepancies, missing transactions, or potential theft, and report any concerns.
- Set up and implement a bookkeeping platform (QuickBooks or other recommended software) to streamline accounting processes.
- Ensure compliance with standard accounting principles and maintain organized records.
- Generate daily, weekly, and monthly financial reports summarizing revenue, expenses, and overall financial health.
- Track profitability per location and provide data-driven insights.
- Develop a clear financial reporting system that allows for easy tracking and monitoring.
- Review and organize financial data for the past three months to ensure all records are up to date.
- Establish best practices and procedures for ongoing bookkeeping.
- Work closely with the owners to understand reporting preferences and refine processes over time.
- As familiarity with the business grows, refine and improve financial tracking and auditing procedures.
- Adapt to additional responsibilities and projects as the role expands.