Accounting Administrative Assistant

Daily

• Categorize Quickbooks transactions
• Prepare a summary of previous day's hours worked

Weekly

• Update Master Spreadsheet
• Update Airtable with previous week's expenses
• Prepare reports for weekly meetings
• Attend weekly meetings to discuss:
  Transactions that require Sam's attention
  Previous week revenue
  Previous week expenses
  Revenue goals/trends/options to hit CL's financial goals
  

Monthly

• Update ZD Master Spreadsheet (monthly tab)
• Attend and organize Month-end meeting to discuss:
  Previous Month performance
  Income goals vs actual
  Expense budget vs actual
  Plan current month goals by using projections tables
  Debt payment status

• Process payroll

As Needed

• Support in the creation of SOPs
• Support in admin tasks to be assigned by Natalia and/or Sabrina

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The primary responsibility of Candidleap's accountant is to oversee and manage day-to-day operations while supervising profitability, expenses, buying, labor, regulatory compliance, and special projects aimed at increasing productivity and sales. Must be proficient in Quickbooks or other similar accounting tools.

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