Job Summary:
We are seeking a detail-oriented and organized Accountant to join our team. The Accountant will be responsible for managing financial processes related to customer accounts, project invoicing, and reporting. This role is integral to ensuring accurate financial data and maintaining strong customer relationships through effective communication and collection practices.
Key Responsibilities:
- QuickBooks Setup and Maintenance:
- Set up new accounts, customers, and projects in QuickBooks.
- Maintain accurate and up-to-date records in the system.
- Estimates and Contracts:
- Create estimates based on customer contracts and agreements.
- Collaborate with project managers and sales teams to ensure accuracy.
- Invoicing and Payments:
- Generate and distribute invoices based on approved estimates or time and material agreements.
- Apply payments to open invoices promptly and accurately.
- Create and send customer statements.
- Account Management:
- Apply interest to past-due accounts in alignment with company policies.
- Proactively collect past-due invoices through effective communication and follow-up.
- Maintain updated customer credit and tax information.
- Reporting:
- Generate job cost reports upon project completion to provide insights into financial performance.
- Prepare additional financial reports as required by management.
- Compliance and Best Practices:
- Ensure all accounting practices comply with company policies, tax regulations, and accounting standards.
- Identify and implement process improvements to enhance efficiency and accuracy.