Financial Services
Description
About the Role
We are seeking a proactive, detail-driven Bookkeeper to support day-to-day accounting across a diverse portfolio of clients, primarily in the plumbing and HVAC trades, with additional support for PR/marketing firms. You will manage full-cycle bookkeeping in QuickBooks, maintain file organization in Microsoft Teams, and coordinate transaction data flows from field service platforms like ServiceTitan. We need a self-starter who can ramp up quickly, maintain clean books, and proactively manage client communication with minimal micromanagement.
Position Details
Model: Remote preferred (hybrid acceptable at start).
Schedule: Monday–Friday; 9:00 to 17:00 EST
Key Responsibilities
Bookkeeping & Organization: Maintain accurate, up-to-date books in QuickBooks and organize/store working files in Microsoft Teams.
Data Coordination: Sync and code transactions accurately between field service platforms (e.g., ServiceTitan) and accounting workflows.
Client Management: Proactively request and collect missing documentation (e.g., bank statements) and follow up until received.
Routine Accounting: Execute A/P, A/R, expense coding, and reconciliations while keeping tidy month-to-month file structures.
Tax Support: Prepare clean, reconciled books and schedules for corporate/personal tax reviews.
Collaboration: Communicate clearly with leadership and manage your own work and timelines.
Requirements
Experience: 2–3+ years of bookkeeping or accounting support (3 years preferred).
Software Mastery: Hands-on experience with QuickBooks
Preferred Tools: Experience with ServiceTitan is strongly preferred; familiarity with FieldEdge or similar platforms is a plus.
Tech Skills: Solid Excel skills and comfort working in Microsoft Teams (HubSpot exposure is a bonus).
Communication: Strong professional English skills.
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