Bookkeeper (JW)

Location: Remote

Overview

We are seeking a detail-oriented and experienced Bookkeeper to support our growing roofing company. This role will be responsible for maintaining accurate financial records, managing day-to-day bookkeeping functions, and helping transition the company from cash-basis to accrual accounting.

The ideal candidate has strong experience with QuickBooks Online, understands accrual accounting principles, and can help establish efficient financial processes that support timely and accurate month-end close.

Key Responsibilities

Bookkeeping & Financial Management

• Manage daily bookkeeping activities within QuickBooks Online (QBO).
• Record, categorize, and reconcile financial transactions accurately.
• Maintain bank, credit card, and balance sheet account reconciliations.
• Ensure all expenses are properly classified and documented.
• Assist with accounts payable and accounts receivable processes.
• Maintain accurate financial records and supporting documentation.

Accrual Accounting Support

• Support the transition from cash-basis to accrual accounting.
• Prepare and maintain accrual schedules.
• Record adjusting journal entries as needed.
• Ensure revenue and expenses are recognized accurately.

Month-End Close & Reporting

• Assist with monthly financial close processes.
• Review accounts for accuracy and completeness.
• Identify discrepancies and resolve issues promptly.
• Prepare reports and supporting schedules as requested.
• Help maintain timely and error-free month-end close procedures.

Process Improvement

• Develop and maintain organized bookkeeping workflows.
• Improve financial processes and documentation standards.
• Support leadership with accurate financial data and reporting.

Qualifications

• Proven bookkeeping experience, preferably within construction, roofing, or home service industries.
• Strong knowledge of QuickBooks Online (QBO).
• Solid understanding of accrual accounting principles.
• Experience with account reconciliations and month-end close processes.
• Proficiency in Google Workspace and Microsoft Excel.
• Excellent attention to detail and accuracy.
• Strong organizational and communication skills.
• Ability to work independently and manage deadlines effectively.

Preferred Experience

• Experience supporting businesses transitioning from cash to accrual accounting.
• Construction or roofing industry experience is a plus.
• Familiarity with financial process improvement and documentation.

What Success Looks Like

• Accurate and organized financial records with minimal errors.
• Proper classification and reconciliation of all transactions.
• Timely and efficient month-end closing process.
• Successful implementation and maintenance of accrual accounting practices.
• Strong financial processes that support company growth and decision-making.