Bookkeeper & Accounts Payable Specialist

Type: Full-time

Salary: up to $1500

Key Responsibilities 

Bookkeeping & Accounts Payable 

• Perform daily/weekly bookkeeping in QuickBooks Online. 

• Process incoming vendor invoices, converting purchase orders to bills in QuickBooks and matching them against vendor invoices; flag discrepancies to Operations for approval before proceeding. 

• Maintain the PO/bill tracking spreadsheet, updating status as items move from PO → bill → ready for payment. • Support purchasing coordination alongside the PO/bill workflow. 

• Support payroll processing every two weeks, including compiling technician pay and W-2 commission data for review. Accounts Receivable 

• Generate and send client invoices, including client-specific processes (national-account portals, etc.) per documented instructions. 

• Track AR aging and follow up on outstanding invoices. 

• Apply and reconcile incoming payments in QuickBooks. 

QuickBooks & Financial Reporting 

• Categorize transactions in QuickBooks and Ramp. 

• Maintain QuickBooks Projects, including updating project stage (e.g., Deposit Pending → Needs to Order) and tracking budget vs. actuals. 

• Update recurring reporting: the GM report, yearly profit tracking, and the master/budget report. • Support data reporting on existing-customer engagement and lead activity as needed. 

Insurance &