Family Office Bookkeeper

Website Golden Key Partnership & Goldstein Family

Golden Key Partnership & Goldstein Family

General Bookkeeping

  • 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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