Unfortunately, many law practices, particularly small and solo firms, struggle to properly
maintain financial books and records.
More specifically, lawyers «must
maintain financial books and records on a current basis, and shall preserve the books and records for at least five years following the completion of the year to which they relate, or, as to fiduciary books and records, five years following the completion of that fiduciary obligation.»
Accounting skills are the foundation for bookkeeping since you are
maintaining the financial books for the business.
Not exact matches
AlphaTrends is a
financial blog
maintained by Brian Shannon, a full - time trader, educator, and author of the
book «Technical Analysis Using Multiple Timeframes.»
Founder and President, Tracy Becker, a Certified Expert Credit Witness, Certified Fico Professional, and established author (check out her latest
book, Credit Score Power), has lead her team to improve the overall
financial condition of thousands of companies over the years, improving their credit, saving them millions of dollars, and providing seminars and counseling to educate them on building and
maintaining excellent credit scores.
Maintain proper
financial records even if you are not making a substantial income from
book sales at the moment.
«They're running their business with two general imperatives in mind: (i)
maintain the primacy of paper (in significant part, by delaying the release of digital
books and pricing them too high); and (ii) offer punitive
financial, creative, and other terms to authors.
AuthorHouse allows you to
maintain creative and
financial control of your
book while receiving all the personalized attention and support you need — from publishing to promotion and everything between.
• in addition to the irregularities, Fiberxon's independent auditors called into question the commitment of Fiberxon's management to
maintain reliable
financial reporting systems, including accounting
books and records, in conformity with accounting principles generally accepted in the United States and the People's Republic of China;
The auditors stated in a Form 8 - K filed by the Company on July 2, 2007 that they found «a number of serious issues and encountered significant difficulties in the performance of the audit that... called into question the commitment of Fiberxon's management to
maintain reliable
financial reporting systems, including accounting
books and records, in conformity with accounting principles generally accepted in the U.S. and China.»
In the Commercial
Book - Entry System, you'll
maintain your relationship with your
financial institution, broker, or dealer and potentially pay fees for their services.
maintain books on a double - entry system and keep complete records in accordance with generally accepted accounting principles and report to the Board at every meeting the condition of the Club's finances based on the latest
financial statement and current information; (4.)
By
maintaining complete, accurate and up to date
books and records, you will have current financail information availabe to help you make sound
financial decisions about your practice.
Typical duties of a Travel Agent include: discussing requirements with clients, handling customer queries, managing budgets, promoting their business,
maintaining financial records, offering advice on travel arrangements,
booking accommodation, announcing changes, selling insurance, and making sure they meet sales targets.
Commission Analysts make sure a company's
books are in order by
maintaining accurate
financial information.
Reading business
books, listening to career shaping podcasts, attending webinars, signing up for classes, earning industry certifications and hiring a specialty coach to hone your skills in public speaking, writing, technology,
financial management or whatever the need may be will
maintain a sturdy career underpinning.
• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees •
Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on mont
Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of
financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its
financial aspects • Organized and
maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on mont
maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee
books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.
• Perform general and specific accounting calculations using 10 - key calculators and copy machines •
Maintain and balance company
books • Handle employee payroll services by calculating salaries and superannuation • Prepare periodic accounting reports and assure their correctness • Assure mathematical accuracy of all posted entries • Classify and summarize numerical and
financial data for record maintenance purposes • Perform debit, credit and totaling activities on accounting systems and spreadsheets • Recognize and report discrepancies in accounting data and perform reconciliation duties • Monitor loan and advance statuses and prepare and deposit checks for payment of utility bills • Complete and submit tax forms on timely basis • Calculate and issue bills, invoices and account statements
Bookkeeper •
Maintain company
books including A / P, A / R, bank statements and other reports • Reconcile and balance accounts • Manage employee payroll services • Record cash receipts • Issue
financial statements as and when required • Prepare all tax reports
Accounting Technician •
Maintained financial records • Reconciled accounts • Prepared trial balance of
books • Established and balanced a variety of accounts using manual and automated systems • Posted journal entries •
Maintained general ledgers and prepare
financial statements
Accounts Payable Clerk UYT Co — Sykesville, MD Mar 2007 — Aug 2012 • Introduced a procedure for incorporating accounts payable information into the system thereby ensuring easy posting • Offered a permanent accounts payable clerk position after working as an intern for only five months • Disbursed petty cash and calculate sales tax • Managed compliance of transactions with
financial policies • Prepared manual checks •
Maintained information of all vendor checks in log
books •
Maintained lists of accounts payables • Assisted with preparing monthly reports
Maintained Accounts Receivable and Billing Collected and coordinate data for computer entry Kept and audited account
books balance sheets and
financial statements Computed reports to show
financial statistical data for presentation to management Recorded and controlled inventory
financial statements
Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate
Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of company brand, policies, and procedures Responsible for $ 100 million per year in company income and company record of $ 46 million in one month Oversee
financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company
financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and
maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Accounting and
Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
Financial Administration Professional — Duties & Responsibilities Develop and
maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and
financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular
book reconciliations and variance resolutions to ensure audit - ready
financials and provide continuous relevant insight into the
financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive
financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate
financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and
financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance opt
financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization
Leff and Salem CPA (Highland Park, NJ) 05/2009 — 07/2009 Accounting Intern • Developed procedures to ensure accurate audit of
financial transactions • Created Excel spreadsheets to enhance accountability and accuracy of
financial transactions • Utilized Quick
Books software to
maintain accurate client account transactions • Assisted senior firm accountant in bank reconciliations of client accounts
The determination of whether separate
books and records must be
maintained will depend on whether the section requires the brokerage to provide
financial management services to the section.