Bank Reconciliation monthly
Updating terms appropriately- if someone is super late and hard to get ahold of- then prepaid terms etc.
Updating system with accurate contact information
Pending terms, certain customers have to put a prepayment down
Running credit references
Request for Resale certificate yearly to ensure we have current certificate to not charge sales tax
Request for W9 from customer
Filling out customer’s vendor packets so that we can be setup in their system. Sending W9s or whatever else that is requested.
Worker’s comp
Umbrella
Business
Property (office & personal)
Auto
Company Description
We sell promotional items and marketing displays.
We sell promotional items and marketing displays.
Oversee/manage all aspects of monthly, quarterly and annual Plan, LRP and LBEs as required, including P&L, headcount, balance sheet and...
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