Bookkeeper

• Enter bills and record deposits from the finance inbox twice a week
• Sync and code bank feed transactions weekly
• Ensure payroll is recorded in the correct month
• Reconcile bank accounts and support the monthly review
• Prepare AP payment runs for approval and process approved payments through QuickBooks Bill Pay
• Follow up with customers on invoices past net 45 and maintain an AR tracking sheet
• Enter subcontractor timesheet data as invoices
• Process monthly partner commission payments
• Send consulting services invoices at the start of each month for the previous month
• Prepare and send approximately 30 Microsoft licensing and services invoices per month in Work 365
• Handle high-dollar billing accurately
• Perform light contract maintenance throughout the month
• Build quotes for Microsoft products and services in HubSpot
• Apply knowledge of Microsoft contracts across quoting, contract management, and invoicing
• File monthly or quarterly sales tax returns for four to five states
• Submit project claims in the Microsoft Partner Portal after ramp-up
• Clean up and maintain the CRM
• Help send, collect, and report on customer satisfaction surveys

Explore Bookkeeper at Teamswell. Review requirements and application details.