Need someone who is very experienced with quickbooks bookkeeping to track of roughly 400 monthly receipts and transactions across multiple companies. 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. 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 respond with your normal generic bookeeping response you send to everyone. Please respond with the responses to these questions only :
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, as well as some references please.
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?
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
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