Key Responsibilities:
As a Bookkeeper at Parikh Financial, you will play a crucial role in maintaining accurate financial records and ensuring the financial well-being of our clients. Your responsibilities will include:
Financial Record Management:
- Create and maintain financial statements using QuickBooks or similar software.
- Ensure the accuracy of financial data by reconciling accounts and transactions.
- Manage accounts payable and receivable, including invoice processing and collections.
Client Relations:
- Build strong relationships with clients, including high-net-worth individuals and businesses.
- Communicate effectively with clients to address their financial needs and concerns.
- Provide exceptional customer service and support.
Financial Analysis:
- Prepare financial reports and summaries for client review.
- Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
- Collaborate with clients to develop and implement financial strategies.
To excel in this role, you must possess the following qualifications:
- Legitimate credentials as a bookkeeper, including relevant certifications.
- Proven experience in creating and managing financial statements using QuickBooks.
- Exceptional attention to detail and a commitment to accuracy.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and meet deadlines.
- Adept at handling confidential and sensitive financial information.