- Monthly bank and credit card reconciliations across multiple entities
- Review financial statements for accuracy on a cash basis
- Commission preparation and tracking
- Assist with tax projection support and preparation
- 1099 compliance support
- Schedule B Personal Property tax return gathering and preparation
- Prepare payroll using third party payroll vendors
- Track insurance policies and monitor insurance renewals
- Light budgeting and cash flow tracking
- Foreign tax documentation gathering (touring related support)
- Maintain organized and accurate financial reporting across multiple clients
- Gathering and organizing documentation for business tax licenses, sales tax filings, and outside CPA tax return prep