Virtual Assistance / Customer Support

● Answering to client inquiries via phone and email

● Initiates all client reminders for sales tax filings, estimated tax filings, tax dues.

● Delegates all projects to bookkeepers / tax accountants / Managers

● Email and Calendar management (Outlook, Office 365 and Calendly)

● Facilitates all team members for all tier projects for completion based on due dates.

● Books travel arrangements for the president and possible client

● Organizes and maintain file storages for clients and firm using Smartvault

● Organize complete Income tax returns for clients (Individual, Corporate, S-Corp, Partnerships, Non-Profits) - various industries.

● Filing of statement of information (SOS) California

● Daily review of all time logs reports from accountants/bookkeepers

● Data Entry manual payroll in excel file for the PH team (Including deductions, leaves)

● Assist in recruiting top talents locally and abroad for team expansion.

● Helps with collecting accounts receivable based in QBO.

● Trains new hired employees for processes and system usage (Karbon, SmartVault, Excel spreadsheets, QBO access, RemotePC setups)

● Reports a daily activity report for the firm per employee on their current statuses.

● Maintains database / software leakage via RemotePC, AnyDesk

● Organize a weekly team meeting on workflow management and time management budgeting for the bookkeeping team.

● Initiate and conduct monthly and yearly performance review for bookkeepers / tax accountants for the PH team based on current KPI and utilization ratings.