Job Description

Role overview

-----------------


We//'re seeking a hands-on Bookkeeper / AR & Billing Specialist to own invoicing, reconciliations, and collections in

QuickBooks Online

. You//'ll work closely with the CEO to keep cash flow predictable, books clean, and time-sheet compliance high.

What you//'ll do

--------------------


Manage day-to-day bookkeeping in

QBO

: journal entries, accruals, class/tag hygiene, and month-end close. Create, send, and track

customer invoices

(weekly/batch); align PO limits, rates, taxes, and approvals. Perform

bank/credit-card reconciliations

; investigate and clear variances promptly.

Collect and validate time sheets

from consultants; reconcile hours to POs/SOWs; resolve discrepancies. Submit invoices through

client portals

(Coupa, Ariba, Fieldglass, Workday, etc.); follow through to approval. Apply receipts, issue credits/refunds, and maintain accurate

A/R aging

; drive follow-ups to reduce DSO. Produce weekly reports for the CEO: cash forecast, A/R aging, WIP, DSO trends, and exception logs. Maintain vendor/customer setup (W-9/1099), support basic sales-tax filings, and keep audit-ready records. Document and continuously improve billing and reconciliation SOPs.

What you bring

------------------

3+ years

professional bookkeeping with

QuickBooks (QBO preferred)

; QBO certification is a plus. Solid

AR & billing

experience, including portal submissions and PO workflows. Strong

Excel/Google Sheets

(lookups, pivots) and impeccable attention to detail. Clear, persistent communicator for time-sheet and payment follow-ups. Bonus: IT staffing/professional services billing background; Bill.com/Stripe/QuickBooks Payments; basic GAAP.

Success metrics

-------------------

Invoice accuracy

98%

; zero duplicates.

Time-sheet compliance

95%

by Monday 12:00 MT.

Month-end close

5 business days.

DSO trending down

month over month.

Work setup & compensation

------------------------------

Remote

; reliable internet and a quiet workspace. Schedule with

US MT overlap

for approvals and follow-ups. Employment type and pay

DOE

(W-2 or 1099).

Interview process (3 rounds)

--------------------------------

Round 1 - Screen (20-30 min):

background, tools, recent metrics (DSO, close time, volumes).

Round 2 - Skills + Practical (45-60 min):

QBO walkthrough and a short take-home (draft 2 sample invoices from time sheets, reconcile a 10-item bank snippet, produce a 1-page A/R aging summary). *

Round 3 - CEO (30-45 min):

collaboration style, prioritization, reporting cadence, and culture fit.