- Maintain financial transaction records by establishing accounts, posting transactions, and ensuring legal compliance.
- Develop a chart of accounts that defines bookkeeping policies and procedures.
- Maintain subsidiary accounts by verifying, allocating, and posting transactions.
- Prepare financial statements, such as ledgers, income statements, and balance sheets.
- Utilize the appropriate accounting software to manage and automate financial tasks when relevant.
- Assist with creating budgets, financial forecasts, and quarterly reports.
- Collect, analyze, and summarize data for tax forms according to local and federal mandates.
- Contribute to team effort by accomplishing related tasks as needed.
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