Bookkeeper and Compliance Officer public Remote experience
The Cal Agents
May 2025 - Jun 2025 (2 months)
As a Bookkeeper and Compliance Officer, I was responsible for maintaining accurate financial records, ensuring compliance with regulatory requirements, and preparing financial statements. I managed accounts payable and receivable, reconciled bank statements, and conducted regular audits to uphold financial integrity. Additionally, I engaged in client onboarding processes, utilizing CRM software to streamline client interactions and enhance service delivery. My personal approach to working with clients fostered strong relationships, ensuring their needs were met effectively and efficiently. Furthermore, I frequently employed advanced spreadsheet functions and software programs, which included utilizing tools like Dynamics and NetSuite for en