Family Office Bookkeeper
Website Golden Key Partnership & Goldstein Family
Golden Key Partnership & Goldstein Family
- Accurately categorize transactions
- Reconcile accounts by mid-month following so we can do proactive quarterly tax planning and file on time
- Run payroll
- Pay vendors that come to the office or our house in CS if nonchecks (company CC)
- Organize bills to be paid in the simple system for Lauren (me) to batch-cut checks
AccountingCreate a monthly retrospective report that shows expenses vs income and in what categories.
- Create a cash flow overview so we can have a better pulse on when we need to transfer money and to where.
- Remind Lauren when quarterly taxes are due so we stay on top of it
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