Personal Accounting/Bookkeeping Specialist

Responsibilities:

- Obtain access to all relevant financial information, including bank and credit card statements, receipts, and invoices.

- Categorize all expenses into appropriate categories (e.g. rent, groceries, entertainment).

- Monitor and reconcile bank and credit card statements regularly to ensure accuracy.

- Review expenses regularly to identify any potential refunds or errors.

- Highlight any company expenses that may be eligible for reimbursement.

- Communicate regularly with the client to ensure accurate and timely delivery of financial reports.

- Provide an estimate of the monthly cost for accounting/bookkeeping services.