Need someone who is :
I. experienced in quickbooks to log roughly 400 monthly receipts/transactions across multiple companies.
II. Would really prefer if you also have experience with how life insurance, annuities, and AUM/RIA/Securities commissions are paid so you could track those also & verify that I am being paid correctly.
- Last year we had around 41 million total for 340 FIA cases we wrote
- - this year will be about 2/3 of that
- around $700k of target for 40 IUL cases that were paid last year
- - this year will be about 1/2 of that
- We have about 30 million in AUM
III. extra credit : are you able to do payroll?
- We have 6 employees currently and that will probably increase to 8 in the next couple of months. do you factor and do all of the tax witholdings and such for that? or what is included for payroll?
IV. extra credit : Do you have any experience with U.S. Taxes?
You need to have experience and good reviews & references from existing clients that you have done bookeeping for that we can contact. I would like the receipts entered in each week, and then YTD P&Ls updated monthly.
I have specific parameters/instructions (see attached word doc) with logging my expenses that include for each transaction :
- using our categories for each transaction
- adding your initials
- adding a memo/description
- adding a receipt
You will need to be :
- very good at catching & solving inconsistencies & thinking through off the wall problems to find new solutions and procedures
- incredibly detail oriented so as not to miss details that would cause mistakes.
- self starter who is good at following written instructions but will also ask questions if you find any errors
- good at Quickbooks & manipulating multiple companies within one quickbooks login
Please don't use AI & respond with your normal generic bookeeping response you send to everyone. Please respond by copying & pasting the below questions with your answers to them :
1. what specific experience do you have with life insurance and annuities. Tell me what types of life insurance you have tracked before and how it pays so I know you understand. Same thing if you have experience with AUM.
2. Is it just you or how many employees you have currently in bookeeping. How long you have been in business doing bookeeping?
3. how long have you been using quickbooks and what is your experience level?
4. Do you know how to use quickbooks to have multiple companies with only one quickbooks login?
5. what is your fixed $ rate per month or per transaction for what I described above & the attached word doc in regards to :
- bookeeping & P&Ls
- commission reconciling
- payroll
6. what is your hourly rate if we have you do additional work outside of this
7. are you ok following my instructions of how I would like transactions entered?
8. do you have advanced experience with excel by chance? like adding macros and advanced formula stuff? if so, there would be some additional work I could give you
9. Who have your worked for previously or currently that I could call & speak with for a reference?
10. are you ok taking an online proctored test gorilla assessment test?
11. do you have experience in U.S. taxes? if so, how much and what is your experience?
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