This project aims to comprehensively revitalize and optimize the QuickBooks accounting system for a pallet business operating across the southern United States. The business specializes in manufacturing, buying, and selling three main categories of wooden pallets: new, combination, and remanufactured/recycled. The project encompasses a broad range of accounting and bookkeeping tasks to enhance financial tracking and management efficiency.
QuickBooks Clean-Up and Management:
Thoroughly review and clean up existing QuickBooks entries to ensure accuracy and consistency.
Regularly update and maintain QuickBooks with all financial transactions.
Manage and track inventory levels of new, combination, and remanufactured pallets.
Implement effective inventory tracking systems within QuickBooks for better visibility and control.
Bills and Expenses Tracking:
Monitor and record all bills and expenses.
Ensure accurate categorization and timely recording of financial transactions.
Vendor and Customer Management:
Add and maintain vendor and customer records in QuickBooks.
Manage accounts payable and receivable effectively.
Cost of Goods Sold (COGS) Analysis:
Confirm and maintain customer-level COGS in QuickBooks.
Transition to standard cost accounting practices on an accrual basis.
Analyze and report on product category profitability and cost trends.
Eventually assist with purchasing processes, including order placement and tracking.
Coordinate with suppliers and internal teams to ensure timely procurement of materials.
Reporting and Compliance:
Generate accurate financial reports for internal use and decision-making.
Ensure compliance with financial regulations and standards.
General Job Requirements:
Proven experience in bookkeeping and accounting, particularly with QuickBooks.
Familiarity with inventory management and cost accounting practices.
Strong proficiency in QuickBooks, especially in a manufacturing or sales environment.
Excellent analytical skills for financial data interpretation and reporting.
Good organizational skills to manage multiple tasks efficiently.
Prior experience in a similar role, preferably in the manufacturing or pallet industry.
Experience with standard cost accounting and accrual-based accounting.
Attention to detail and accuracy in financial management.
Ability to work independently and as part of a team.
Strong communication skills for interacting with vendors, customers, and team members.
This project is a vital step towards streamlining the financial operations of the pallet business and positioning it for efficient, scalable growth. The successful candidate will play a crucial role in enhancing the financial health and operational efficiency of the company.
Category: Finance & Management
What do you need?: For a small or medium business
Is this a project or a position?: Project
Required availability: As needed