Rush and Duttle Consulting

Full description

Responsibilities:

– Case File Management

o Notify management of new case files immediately and prepare new client forms including contact information as well as any pertinent case information.

o Forward clients company overview information and/or terms and conditions either by mail or email.

o Manage case files within the bookkeeping system o Collect timesheets from the principal and associate consultants assign the hours charged to each specific numbered case file.

– Business Accounting

o Create and manage account through QuickBooks, prepare invoices to each open case where charges were incurred, manage billing for time inputs and expenses incurred by the consultants.

o Prepare printed invoices, envelopes and postage for client billing statements in a timely manner each month unless electronic invoices are specifically requested by clients.

o Prepare associate’s reimbursement payments for expenses and paid services each month.

– Collect and pay vender invoices for services on a regular and timely basis, at least once per month.

– Coordinate and communicate with the accounting firm who oversees bookkeeping duties to include proper assignment of expenses and payments for tax purposes:

– Prepare and provide a monthly summary report containing a summary of client billing, vendor expenses, consultant expenses and billed Items

– Clerical responsibilities

– The Administrative assistant responsibilities include but not limited to: o Typographical review

o Labeling and filing reports into the catalogue system

o Copying and transmitting reports to clients

Job Types: Part-time, Contract

Pay: $20.00 – $28.00 per hour

Physical Setting:

• Office

Schedule:

• Monday to Friday

COVID-19 considerations:

We will accommodate employees on a case by case basis.

Ability to commute/relocate:

• Salinas, CA 93908: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Bookkeeping: 2 years (Preferred)

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