Job Description
Job Description
We are looking for an Accountant to support daily financial operations and help maintain accurate records for the organization. This role is ideal for a highly organized individual who can manage billing activity, process transactions efficiently, and keep accounting information current and organized. The position will work across core accounting tasks while using established tools to ensure timely and reliable reporting.
Responsibilities:
- Manage A/R, collections, payment tracking, and account reconciliations.
- Process vendor bills, client invoices, and expense reviews.
- Issue weekly customer invoices and oversee payment follow-up.
- Handle client reimbursements and contractor check reconciliation.
- Maintain QuickBooks, project management systems, PandaDoc, and financial records.
- Improve processes, automate workflows, and monitor cash flow.
- Oversee credit card balances and identify cost-saving opportunities.
- Ensure accurate project financials, including payments, expenses, and reimbursements.
- Track project bids against budgets.
- Prepare daily and monthly financial reports.
- 5+ years of bookkeeping or accounting experience.
- 3+ years serving as the primary or lead finance professional in a small business environment.
- Advanced QuickBooks Online expertise, including account cleanup and troubleshooting.
- Proven experience managing the full month-end close process independently.
- Strong proficiency in Excel and/or Google Sheets.
Preferred Qualifications
- QuickBooks ProAdvisor certification.
- Experience with job costing, work-in-progress (WIP), or project-based accounting.
- Background implementing scalable accounting processes and systems beyond spreadsheet-based tracking.