Accounting Associate

This position will enter and classify all financial transactions in QuickBooks weekly. Help ensure financial records are accurate across all platforms. Keep coaching group software updated and maintain online files while utilizing various software's. The right candidate will be motivated, positive, detail oriented and a self-starter. Essential Job Functions  Accounting Tasks:  Coordinating daily, weekly and or monthly bookkeeping needs for multiple companies under mutual owner.  Set up recurring charges to post automatically, such as recurring membership fees according to membership level.  Reconcile monthly bank statement with what is in QuickBooks.  Review account and discrepancies weekly with Business Financial Analyst.  Process accounts payable through appropriate channels and record timely in QuickBooks.  Ensure timely receipt of AR; follow up as needed with payees.  Resolve discrepancies in charges.  Respond timely to email and member requests.    Review monthly credit card statements.  Ensure receipts are obtained for all expenses and get confirmation to pay full balance each month.  Maintain proper expense coding.   Set up and maintain vendor information.   Run specified reports weekly and monthly: P&L, Cash Flow Statement, Balance Sheet.  Set up accounts in states where there are taxable products, such as for recruiting searches.   Pay quarterly taxes using e-tides.  Proactively coordinating and filing annual insurance renewals for Protective Planning Solutions.   Comply with federal, state and company policies and procedures.  Perform member customer service related to payment of membership fees, conference registrations and products.  Follow up with members to obtain expired credit card information.  Cancel or set up payments when members join or cancel.  Liaise with Infusionsoft consultant to ensure products are set up correctly.  Process bi-weekly payroll and retirement contributions.   General Administrative:  Collect, scan and log all mail for in-person and virtual staff following office procedures.  Participate in special projects as assigned.  Minimum Qualifications :   High School Diploma or equivalent experience needed with at least two years of bookkeeping or related experience  Proficient in general accounting knowledge  Excellent organizational skills  High degree of accuracy and attention to detail  Sound verbal and written communication skills   Ability to learn, understand and fully utilize various technology for efficiency and productivity  Compensation:       $21-25/hour based on experience About Us The Million Dollar Solution is a coaching group that helps estate planning and elder law attorney's across the country effectively manage and growth their law firms. From marketing to management, we are a people-first company that strives to improve the quality of services for our aging population by working with those who serve them.

Created: 2024-11-14