REMOTE BILLING & BOOKKEEPER
Take the day-to-day financial workload off your plate with dedicated remote support for invoicing, bookkeeping, reconciliations, expenses, and essential accounting tasks.
Tasks and roles of a remote bookkeeper:
Invoicing & Accounts Receivable
- Prepare and send customer invoices
- Track outstanding invoices
- Monitor accounts receivable
- Follow up on overdue payments
- Record incoming payments
- Maintain accurate customer billing records
Data Entry
- Enter financial transactions
- Update accounting records
- Maintain customer and vendor information
- Organize financial data
- Verify data accuracy
- Update spreadsheets and accounting systems
Reconciliation
- Reconcile bank and financial accounts
- Compare transactions against statements
- Identify discrepancies
- Research and resolve mismatched transactions
- Maintain reconciliation records
- Ensure accounts are kept up to date
Tax Preparation
- Organize financial documents
- Compile information needed for tax filing
- Maintain tax-related records
- Prepare supporting schedules and reports
- Coordinate requested information with accounting teams
Expense Management
- Record and categorize business expenses
- Review expense reports
- Track receipts and supporting documents
- Monitor expense activity
- Identify missing or inconsistent information
- Maintain organized expense records
Bookkeeping
- Record daily financial transactions
- Maintain accounts payable and receivable records
- Update general ledger entries
- Organize financial documentation
- Assist with monthly bookkeeping
- Prepare basic financial reports
