CPA/Bookkeeper Consultation

Overview

This role involves providing CPA/bookkeeping consulting services to support new accounting clerks and project managers. The consulting will help participants learn core bookkeeping fundamentals, including financial statements and reconciliations. Sessions will be delivered via Google Meet or Zoom.

Consultation topics include:

• Basic Bookkeeping Principles
• Financial Software Training
• Managing Accounts
• Record Keeping
• Compliance and Reporting

You will also provide an overview of the rationale behind completing the assigned tasks, if necessary.

Responsibilities

• Provide consulting to new accounting clerks and project managers on bookkeeping fundamentals.
• Deliver financial software training, including setup, data entry, and reporting (specific software is noted as an example).
• Teach best practices for managing accounts payable and receivable.
• Share effective techniques for maintaining accurate and organized financial records.
• Explain compliance and reporting expectations, including regulatory requirements and how to prepare financial statements.
• Provide an overview of the rationale behind task completion and necessity, if necessary.

Schedule / Team Structure

Consultations will be grouped into 5 Teams.

Compensation & Benefits

• Flat project rate: $1,000 per day for each Team
• Total per Team: $5,000 for 5 days
• Advance payment: $20,000 in advance for 4 Teams

Location

Remote sessions via Google Meet or Zoom.