Their permanent bookkeeper is leaving, want someone to cross train with her/him and to take on additional tasks. permanent in office, contract to permanentI would say maybe 40% of your day is processing, posting members payments, and answering calls/questions from membership.
Statements are generated and distributed to members monthly.
CSZ is very active, has a lot of membership events and interactions. Experience with QBO is a must. Understanding non-profit accounting and managing/reconciling funding accounts would be extremely helpful. Must be able to multi
- task as it can get very busy during peak membership periods.
(Internal and external inquiries)Posting in QBO, bank reconciliation, reconciling special fund accounts, tracking credit/debits to accounts, creating statements.
Understanding how to set up projects in QBO would be helpful.
Working with an outside accountant for month-end and fiscal year-end closing & distributing 1099sBank Deposits process via scannerMonitor bank positive pay daily It would also help if they were familiar with the following platforms:
ShulCloud
- -AR & CRM platformQBO
- QuickBooks OnlinePayChex Flex
- PayrollRAMP
- AP Bill pay, vendor payments.