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A recently acquired practice is seeking short-term support to assist with billing catch‑up and document organization. The role involves entering invoices, reviewing data for accuracy, and supporting the workflow for upcoming tax preparation needs. This is a great opportunity for someone with strong attention to detail and prior experience in a CPA or professional services environment.
Job Responsibility:
Enter invoices from QuickBooks into CCH to help clear a backlog of billing
Review notes and time entries in QuickBooks to ensure accurate data input
Exercise strong discretion and judgment when reviewing coded time entries (coding already completed by staff)
Support billing for clients who may have multiple active projects (e.g., payroll and bookkeeping)
Assist with tax return preparation by scanning, uploading, and organizing documents using AutoFlow
Ensure documents are correctly sorted and labeled by client name
Requirements:
Strong data entry skills with high accuracy and attention to detail
Experience in a CPA firm or similar professional environment preferred
Familiarity with QuickBooks or CCH is a plus (CCH training provided)
Ability to stay organized and work efficiently with time-sensitive tasks
Nice to have:
Prior CPA firm, QuickBooks, or CCH experience
What we offer:
medical, vision, dental, and life and disability insurance