Finance and Accounting| QuickbooksFinance and Accounting| QuickbooksFinance and Accounting| Quickbooks
Balance Sheets, Income Statement, General Ledger, Quickbooks Online.
-Developing financial plans to help clients achieve their long-term and short-term financial goals.
-Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
-Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
-Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
-Researching suitable investment opportunities for clients. Developing financial plans to help clients achieve their long-term and short-term financial goals.
Work Terms
Min 15$/Hrs