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- ...QuickBooks Online and reconcile transactions Communicate with external accountants Manage annual licenses, entity renewals, and insurance policies Operations Process new orders by assigning BOL#, PRO#, and carriers based on established criteria Create...
- ...Act as the central hub for other essential business documentation and form requests, including payment terms, quote exceptions, insurance certifications, and tax documents (W-9 / 1099). Database Hygiene: Maintain accurate, organized, and audit-ready contract records...