Position Overview
We are seeking a meticulous and organized Bookkeeper / Business Coordinator to join our dynamic team. The ideal candidate will be responsible for managing invoicing, billing, product order processing, and a variety of financial and administrative tasks. This role requires proficiency in QuickBooks, strong attention to detail, and the ability to manage multiple tasks efficiently.
Key Responsibilities
- Invoicing / Billing: Manage all aspects of invoicing and billing processes.
- Product Order Processing: Oversee product orders, ensuring accurate and timely processing.
- Reporting & Manual Tracking Reports: Generate and maintain financial and ongoing service contract reports.
- Payments Received: Handle all payment-related activities, including bank depositing, check recording, cost calculations, and commission calculations.
- Payroll: Process payroll for hourly employees and calculate commissions.
- Bill Management: Enter and manage bills within QuickBooks.
- PSA System Management: Utilize the PSA system to enter and track contracts, renewals, and translate sales orders into service projects.
- Work Order Management: Create, submit, and track work orders for billing purposes.
- Client Information Management: Manage new client setups in PSA and CRM systems, ensuring accurate financial data and documentation.
- Financial Document Storage: Organize and manage financial document storage.
- Device Ordering & Shipping Management: Manage device ordering and shipping for clients as needed.
- General Office Supplies Ordering: Order general office supplies as required.
- Financial Bookkeeping: Maintain accurate financial records and bookkeeping.
- Hour Tracking & Verification: Verify hourly employees' hours and enter data into the HR system.
- Commission Tracking: Track commissions for order payments.
Education and Experience
Requirements
- High school diploma or equivalent; Associate or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
- Proven experience as a bookkeeper or in a similar financial role.
Technical Skills:
- Proficiency in QuickBooks and other accounting software.
- Experience with PSA systems and CRM software.
- Strong Microsoft Office skills, particularly in Excel.
Skills & Abilities:
- Excellent attention to detail and accuracy.
- Strong organizational and multitasking abilities.
- Ability to work independently and as part of a team.
- Good communication skills, both written and verbal.
- Problem-solving skills and the ability to handle multiple tasks under tight deadlines.
Other Requirements:
- Ability to manage financial document storage and retrieval.
- Strong understanding of payroll processes and commission calculations.
- Capability to manage product ordering and shipping logistics.
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Physical Setting:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Bookkeeping Or Administrative Assistance: 1 year (Preferred)
Ability to Commute:
Work Location: In person
