Bookkeeper

Overview

This role combines bookkeeping, contract billing, quoting support, and sales tax filings. You will manage month-end bookkeeping tasks, prepare and send recurring invoices (including Microsoft licensing/services), support follow-up collections, and assist with additional partner and CRM-related work after ramp-up.

Responsibilities

Bookkeeping (QuickBooks Desktop)

• Enter bills and record deposits from the finance inbox twice a week
• Sync and code bank feed transactions weekly
• Ensure payroll is recorded in the correct month
• Reconcile bank accounts and support the monthly review
• Prepare AP payment runs for approval and process approved payments through QuickBooks Bill Pay
• Follow up with customers on invoices past net 45 and maintain an AR tracking sheet
• Enter subcontractor timesheet data as invoices
• Process monthly partner commission payments
• Send out consulting services invoices at the start of each month for the previous month

Contract invoicing (Work 365)

• Prepare and send about 30 Microsoft licensing and services invoices a month, mostly in the second week
• Handle high-dollar billing with a high level of accuracy
• Perform light contract maintenance throughout the month

Quoting (HubSpot)

• Build quotes for Microsoft products and services
• Apply knowledge of Microsoft contracts across quoting, contract management, and invoicing

Sales tax

• File monthly or quarterly sales tax returns for four to five states

Additional work (once ramped up)

• Submit project claims in the Microsoft Partner Portal
• Clean up and maintain the CRM
• Help send, collect, and report on customer satisfaction surveys

Requirements & Qualifications

• 3+ years of hands-on bookkeeping experience, including full month-end cycles and bank reconciliations
• Strong QuickBooks skills (QuickBooks Desktop is a plus)
• Experience with AP, AR, and follow-up collections
• Exposure to U.S. sales tax filings, ideally across multiple states
• High attention to detail, especially when billing high-dollar invoices
• Professional written and spoken English (customer and vendor communication about billing, payments, and quotes)
• Comfortable learning new systems; experience with Work 365, HubSpot, Microsoft licensing (CSP/EA), or another IT or SaaS billing environment is a plus (training will be provided)
• Track record of staying in roles long-term

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.