Internal Bookkeeping Specialist
We are seeking a detail-oriented and organized individual to join our team as an Internal Bookkeeper and Billing Specialist at our reputable CPA firm. The successful candidate will play a crucial role in maintaining accurate financial records, managing billing processes, and supporting the overall financial health of the firm.
Key Responsibilities
Duties & Responsibilities (include, but are not limited to): Bookkeeping:
- Review financial records in the accounting system and ensure all entries are properly allocated and as accurate as possible.
- Maintain a record of all financial transactions that include payables, receivables, and general ledger data entry.
- Reconcile bank statements, credit card statements for business expenses, and overall ensure all financial consistency and accuracy.
Billing and Invoicing:
- Generate timely and accurate client invoices for services rendered.
- Monitor and follow up on outstanding client balances to ensure timely payment.
- Collaborate with internal teams to gather necessary billing information and resolve discrepancies.
Financial Reporting:
- Assist in the preparation of financial reports and statements for internal use.
- Provide support during internal and external audits by ensuring all relevant documentation is readily available.
Expense Management:
- Track and manage firm expenses, ensuring compliance with budgetary guidelines.
- Work closely with department heads to analyze spending patterns and identify cost-saving opportunities.
Communication and Collaboration:
- Maintain open communication with clients regarding billing inquiries and discrepancies.
- Collaborate with other departments to ensure seamless integration of financial and billing processes.
Qualifications
- 2-5 years' experience as a bookkeeper and/or billing specialist.
- Strong proficiency in accounting software (transferable skills included) and Microsoft Office Suite.
- Excellent attention to detail and accuracy in data entry.
- Knowledge of generally accepted accounting principles (GAAP).
- Ability to communicate and work collaboratively with colleagues.
- High level of integrity and confidentiality when dealing with financial information.
About Wei, Wei & Co., LLP
Each day brings new and crucial decisions, and good decisions require knowledge and confidence - the confidence to act with certainty. The confidence and certainty you'll find behind the results from Wei, Wei and Co., LLP.
Choosing Wei, Wei and Co., LLP as your Accounting Partner could make the difference between merely getting off the ground and soaring to new financial heights.
Our hiring process
Stage 1: Applied Stage 2: HR Screening (Virtual) Stage 3: 2nd Interview w/ Team Stage 4: Final Interview w. On-Site Assessment Stage 5: Reference Checks + Background Checks Stage 6: Offer Stage 7: Hired Not quite right? Register your interest to be notified of any roles that come along that meet your criteria.