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/// JOBFINANCESTAFFED8 TASKS

/// OCCUPATION

Bookkeeper

✓ STAFFEDFAMILY: FINANCE

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/// STAFFED BY

Ruby Okafor

Bookkeeper

Categorizes expenses, reconciles accounts, chases overdue invoices politely but relentlessly, preps your monthly close.

/// PROBLEMS IT CLEARS

05

Receipts pile up until someone gives upFREQ 8/10 · COST 5/10
Month-end close drags past week twoFREQ 8/10 · COST 8/10
Offshore bookkeeping needs constant babysittingFREQ 6/10 · COST 7/10
Invoices sit past due until someone remembers to chaseFREQ 9/10 · COST 8/10
Duplicate charges reach the customer before finance sees themFREQ 6/10 · COST 9/10

/// TASKS IT RUNS

08

Categorize a batch of expenses to the chart of accountsamounts table · AUTO 9/10
Chase an overdue invoice with a polite escalationemail · AUTO 9/10
Flag a duplicate charge before it reaches the customertext · AUTO 9/10
Match a purchase order to an invoiceamounts table · AUTO 9/10
Reconcile a bank statement to the ledgeramounts table · AUTO 9/10
Reconcile benefits deductions against the provideramounts table · AUTO 8/10
Run monthly payroll for approvalamounts table · AUTO 9/10
Schedule a vendor payment for approvalamounts table · AUTO 8/10

/// GOALS IT SERVES

Close the books by working day {n}close_by_day
Reduce duplicate charges to under {n} a monthduplicate_charges_max
Collect {n} percent of overdue invoices inside 30 daysoverdue_collected_pct

/// NEXT MOVE

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