Bookkeeper/Office Manager

Job Description

Job Description

Office Manager/Bookkeeper

Responsibilities:

• Bookkeeping and Accounting
  • Payables
  • Payroll
  • Review and Record categories for income and expenses
  • Accurately address balance sheet items, including loan amortization
  • Reconcile all accounts monthly
  • Prepare budgets
  • Prepare financial reports, including P&Ls, Balance Sheets, 1099s, W-2
• Information gathering and research for tax planning and preparation, legacy maps and financial plans
• Schedule appointments and organize notes and follow up
• Update status report weekly and track hours for clients
• Answer inquiries through phone and email
• Draft communication and other formal documents
• Coordinate workflow
• Obtain bids, work with vendors to assure work completion prior to payment
• Request and file proper insurance and tax forms
• Develop and implement organized online and paper filing systems
• Perform all other office tasks requested
• Support, cross train and cover team members as needed

Qualifications:

• Three plus years of experience as a bookkeeper
• QuickBooks experience, willingness to complete ProAdvisor certification
• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent technology skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Demonstrated skill with Office 365, including Excel
• Organizational skills

Revelation & Restoration, Inc. is a faith-informed organization providing coaching, consulting, retreats, and hospitality-based experiences for individuals and organizations seeking clarity, stewardship, and purposeful growth. Our work includes collaboration with non-profits, financial, tax and estate planning professionals and requires a high level of organization, discretion, and attention to detail. We value initiative, professionalism, and a hospitality-minded approach to supporting our meaningful work. Our services include providing c-suite level services to small businesses, along with coaching, training and retreats.

Company Description

Revelation & Restoration, Inc. is a faith-informed organization providing coaching, consulting, retreats, and hospitality-based experiences for individuals and organizations seeking clarity, stewardship, and purposeful growth. Our work includes collaboration with non-profits, financial, tax and estate planning professionals and requires a high level of organization, discretion, and attention to detail. We value initiative, professionalism, and a hospitality-minded approach to supporting our meaningful work. Our services include providing c-suite level services to small businesses, along with coaching, training and retreats.