Administrative Bookkeeper
About The Position
The Administrative Bookkeeper is responsible for supporting day-to-day financial and administrative operations. This role combines general bookkeeping duties with administrative support to ensure accurate financial records, timely payroll processing, and effective accounts receivable (AR) management. The position will work closely with internal staff and CaptiFi, our outsourced bookkeeping team, during and after the transition from our current bookkeeper. The ideal candidate thrives in a collaborative environment, enjoys structured processes, and takes ownership of recurring financial tasks.
Requirements
- 2+ years of bookkeeping or administrative accounting experience.
- Proficiency in QuickBooks Desktop (required).
- Strong Excel or Google Sheets skills.
- High attention to detail and strong organizational skills.
- Excellent communication skills and ability to collaborate with remote teams.
- Professional integrity and discretion with financial data.
- Positive attitude, reliability, and adaptability during process transitions.
Nice To Haves
- Experience with Bill.com, ServiceTitan, or similar CRM/accounting tools (preferred).
Responsibilities
- Process payroll accurately and on schedule, including data entry, timesheet review, and adjustments.
- Reconcile payroll reports to ensure deductions, benefits, and taxes are correctly applied.
- Maintain accurate payroll records and uphold confidentiality.
- Coordinate with management to address payroll discrepancies promptly.
- Generate and send customer invoices through QuickBooks and CRM software.
- Record and apply customer payments accurately.
- Assist with collections follow-up in line with company procedures.
- Collaborate with CaptiFi to improve AR processes (e.g., reminder emails, statements, escalation lists).
- Manage daily/weekly bank feed and credit card transactions in QuickBooks.
- Allocate expenses to proper departments and categories.
- Assist with month-end reconciliations and CaptiFi’s review.
- Maintain organized electronic filing of financial documents.
- Support reporting, spreadsheet updates, and data entry as needed.
- Collaborate with management and CaptiFi to refine financial workflows.
- Participate in weekly transition meetings with CaptiFi and leadership.
Benefits
- Competitive Pay - (depending on experience)
- Health, Vision & Dental Insurance – Protect yourself and your family
- Paid Time Off – Vacation days + 8 paid holidays
- 401(k) with Company Match – Invest in your future
- Ongoing Training – Paid technical and career development
- Team Culture – Fun events, snacks, and company celebrations
- Employee Discounts – On HVAC and plumbing services
- Supportive Environment – You're respected and appreciated
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
