Accounting Specialist

We're looking for an Accounting Specialist to own the day-to-day financial operations of our company and play a key role in how we bill, forecast, and manage the business. This is not a back-office data-entry role — it's a hands-on position for someone who wants to build real ownership over a company's finances and grow into a finance leadership role as the company scales.

You'll manage core accounting functions (AP, AR, GL, payroll, reconciliations) while also owning the specialized billing processes unique to the MSP/MSSP model — including managed service billing, project billing, and the coordination between our PSA (Connect Wise) and accounting system (Quick Books). You'll work closely with the CEO, with direct visibility into financial forecasting, budgeting, and the financial implications of business decisions.

This role is ideal for someone early-to-mid career in accounting who wants a clear runway to grow into a controller or finance leadership position.

• Own day-to-day accounting record keeping and internal accounting controls
• Manage Accounts Payable, including timely processing and payment of transactions
• Manage Accounts Receivable and client billing
• Maintain the General Ledger and complete monthly bank and balance sheet reconciliations
• Process semimonthly payroll and related reporting
• Support inventory control processes
• Prepare, submit, and pay monthly sales tax returns
• Process employee expense reimbursements

• Support hourly, project, and managed service billing cycles
• Export/import client billing data between Connect Wise and Quick Books and keep client account information synchronized between the two systems
• Calculate, bill, and report sales tax accurately across client accounts
• Maintain client price levels, discounts, and prepaid service reconciliations
• Prepare and distribute timely client statements
• Process client payments and manage collections on past-due balances
• Serve as a point of contact for client questions about billing and account status

• Take a hands-on lead role in developing, implementing, and maintaining a comprehensive job costing system
• Assist the CEO with financial forecasting, budgeting, and reporting
• Provide input to executive management on the financial implications of business decisions
• Escalate financial, legal, or budget concerns to the CEO as needed