Job Description for Backend Agency Support for Kamboj Advisory
Title:
Full-Service Financial and Accounting Agency for Ongoing Support
Description:
Kamboj Advisory is a dynamic and growing business that offers comprehensive financial services, including tax advisory, bookkeeping, payroll, corporate structure planning, tax strategies, financial forecasting, and expense management. We are seeking an experienced and reliable agency to handle our backend financial operations.
The selected agency will become an integral part of our team, ensuring the highest standards of accuracy, compliance, and efficiency.
Responsibilities:
The agency will be responsible for:
1. Bookkeeping:
• Maintain accurate financial records.
• Reconcile accounts regularly.
• Manage accounts payable and receivable.
2. Accounting and Financial Management:
• Prepare and review monthly, quarterly, and annual financial reports.
• Handle general ledger accounting.
• Ensure compliance with financial regulations.
3. Payroll Management:
• Process payroll for multiple clients, ensuring accuracy and timeliness.
• Handle payroll tax filings and compliance.
4. Tax Services:
• Prepare and file business and personal tax returns.
• Implement tax strategies to optimize savings.
• Ensure compliance with all tax regulations.
5. Financial Forecasting and Expense Management:
• Create and maintain financial forecasts and budgets.
• Monitor and manage client expenses to ensure financial health.
• Provide actionable insights to improve financial performance.
6. Corporate Entity Formation and Management:
• Assist with the formation of new business entities.
• Provide ongoing support for corporate structure adjustments.
7. Client Communication:
• Participate in quarterly calls to review financial reports with clients.
• Offer guidance on tax minimization strategies and business planning.
Requirements:
• Proven experience as a financial and accounting agency.
• Expertise in bookkeeping, accounting, payroll, and tax services.
• Familiarity with financial forecasting and business entity formation.
• Proficiency in software like QuickBooks, Xero, or equivalent.
• Ability to handle multiple client accounts simultaneously.
• Strong understanding of tax laws and financial regulations in the U.S.
• Excellent communication and problem-solving skills.
• Detail-oriented, reliable, and deadline-driven.
Additional Information:
• This is a long-term engagement.
• The agency must be flexible to adapt to the needs of a fast-growing business.
• Familiarity with advisory services for small-to-medium-sized businesses is a plus.
How to Apply:
Please provide:
1. A brief introduction of your agency and experience.
2. Examples of similar projects or clients you’ve worked with.
3. A list of tools/software you use for financial and accounting services.
4. Pricing structure for your services.
5. References from current or previous clients.
Kamboj Advisory is committed to building a strong partnership with an agency that aligns with our mission of helping businesses grow through sound financial planning and management.
We look forward to your proposals!
