Job Description
Bookkeeper/Personal Assistant
We are seeking a bookkeeper/personal assistant to manage both business and personal financial accounts with accuracy, discretion, and integrity. This role requires a high level of trust, strong attention to detail, and the ability to maintain strict separation between personal and business finances. This position will be working in a residential environment in Argyle and requires a background check.
Key Responsibilities
- Maintain accurate financial records for personal accounts
- Record transactions and reconcile bank and credit card accounts in QuickBooks
- Help with personal budgeting, run personal errands
- Track expenses, budgets, and cash flow
- Organize and maintain records for tax preparation and coordinate with CPAs
- 1095 and government filings
- Pay authorized personal and business bills
- Identify discrepancies and report issues promptly
- Digital...