Visit clients on-site to collect invoices, bills, receipts, and financial documents.
Assist in basic bookkeeping tasks such as data entry, bank reconciliations, and ledger maintenance.
Coordinate with clients to gather missing documentation and clarify discrepancies.
Submit collected documents and data to the Accounts Consultant for review and processing.
Deliver finalized reports, returns, or documentation back to clients as required.
Maintain accurate logs of visits, submissions, and client interactions.
Support the Accounts Consultant in preparing GST, TDS, and other statutory filings.
Handle bank work (e.g., depositing cheques, updating passbooks, collecting bank statements).
Ensure confidentiality and integrity of client financial information.