Serves 8 Gusto clients | Partner since 2019
• Manage multiple client's business and personal day to day bookkeeping needs
• Daily tasks including: bank entries and reconciliation, accounts receivable, accounts payable, invoicing, collections, and maintaining an organized filing system
• Quarterly tasks including: tax and board of equalization payments
• Yearly tasks including: Prepare and distribute 1099's
• Work closely with external accountants to gather all required information for yearly tax filings and enter any adjusting journal entries given by the accountant.
• Create financial reports and analyze them with the owners of these companies to make sure they are maximizing their profits as much as possible.
• Perform tasks specific to each particular business as needed, including maintaining random drug test records, payroll, new hire packets, and many other office related issues that might arise
Serves 8 Gusto clients | Partner since 2019
• Manage multiple client's business and personal day to day bookkeeping needs
• Daily tasks including: bank entries and reconciliation, accounts receivable, accounts payable, invoicing, collections, and maintaining an organized filing system
• Quarterly tasks including: tax and board of equalization payments
• Yearly tasks including: Prepare and distribute 1099's
• Work closely with external accountants to gather all required information for yearly tax filings and enter any adjusting journal entries given by the accountant.
• Create financial reports and analyze them with the owners of these companies to make sure they are maximizing their profits as much as possible.
• Perform tasks specific to each particular business as needed, including maintaining random drug test records, payroll, new hire packets, and many other office related issues that might arise
Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.
