- Assisting with daily bookkeeping tasks for multiple clients
- Processing and categorising financial transactions using receipt capture tools like Hubdoc and Dext
- Preparing and sending invoices to clients
- Reconciling bank statements with accounting software entries
- Maintaining accurate and up-to-date financial records
- Supporting accounts payable and receivable tasks
- Assisting in preparing financial reports and documents to assist clients in the management of their numbers and business
- Communicating with clients regarding financial matters, to ensure they have understanding of the actions we are taking, and to support in their development of their financial understanding
- AAT Level 2 qualification (minimum) with an interest in further training
- Proficiency in Xero, QuickBooks, and Sage accounting software
- Experience with receipt capture tools such as Hubdoc and Dext
- Strong attention to detail and accuracy
- Excellent organisational and time management skills
- Proficiency in Microsoft Excel
- Good communication skills, both verbal and written
- Ability to work independently and as part of a team
- Analytical thinking and problem-solving skills
- Trustworthy and discreet when handling confidential information
- Ability to prioritise tasks and manage time efficiently
- Willingness to learn and adapt to new technologies and processes