Bookkeeper & Accounts Payable Specialist

Elevate and Delegate; United States; Remote; USD 15,000 - 18,000; Full time

Benefits offered by this job

Direct client work

Client-paid payroll handling

Flexible vacation policy

Job summary

Financeroles in the United States is seeking a detail-oriented bookkeeper to manage daily and weekly bookkeeping, AP/AR, and reporting via QuickBooks Online. You will handle invoicing, payroll data, and compliance, working closely with the client to ensure accuracy and timeliness.

The role requires strong English, precision with multi-step processes, and the ability to work independently after training. You will manage billing, payments, and reporting while maintaining confidentiality of

Qualifications

• Hands-on QuickBooks Online experience with data-entry accuracy.
• Experience with AP/AR, invoicing, or bookkeeping in a small business.
• Strong written English for emails to customers and vendors.
• High attention to detail and ability to follow multi-step processes.
• Familiar with Google Sheets and CRM/field service tools.
• Self-directed and reliable, able to run recurring workflows after training.
• Discreet with financial and vendor information.

Responsibilities

• Perform daily/weekly bookkeeping in QuickBooks Online.
• Process vendor invoices: convert POs to bills and match to invoices.
• Maintain PO/bill tracking spreadsheet and payment status.
• Assist purchasing coordination within PO/bill workflow.
• Support biweekly payroll data compilation for technicians.
• Generate client invoices per documented procedures.
• Track AR aging and follow up on invoices.
• Apply and reconcile payments in QuickBooks.
• Categorize transactions in QuickBooks and Ramp.
• Maintain QuickBooks Projects and track budget vs actuals.
• Update GM, yearly profit, and master/budget reports.
• Assist data reporting on customer engagement and leads.
• Provide W-9 and COI documents on request.
• Route COI requests to the right recipient.
• Track credential/subscription renewals for properties.
• Coordinate lien waivers with notary and customers.
• Take on light project coordination as workflows mature.

Skills

Written English communication

Attention to detail

Self-directed work style

Discretion with financial information

Ability to follow processes exactly

Tools

QuickBooks Online

Google Sheets

Pipedrive

Jobber

CRM systems

Job description

Type: Full-time

Salary: up to $1500

Key Responsibilities

Bookkeeping & Accounts Payable

• Perform daily/weekly bookkeeping in QuickBooks Online.
• Process incoming vendor invoices, converting purchase orders to bills in QuickBooks and matching them against vendor invoices; flag discrepancies to Operations for approval before proceeding.
• Maintain the PO/bill tracking spreadsheet, updating status as items move from PO bill ready for payment.
• Support purchasing coordination alongside the PO/bill workflow.
• Support payroll processing every two weeks, including compiling technician pay and W-2 commission data for review.

Accounts Receivable

• Generate and send client invoices, including client-specific processes (national-account portals, etc.) per documented instructions.
• Track AR aging and follow up on outstanding invoices.
• Apply and reconcile incoming payments in QuickBooks.

QuickBooks & Financial Reporting

• Categorize transactions in QuickBooks and Ramp.
• Maintain QuickBooks Projects, including updating project stage (e.g., Deposit Pending Needs to Order) and tracking budget vs. actuals.
• Update recurring reporting: the GM report, yearly profit tracking, and the master/budget report.
• Support data reporting on existing-customer engagement and lead activity as needed.

Insurance & Compliance

• Provide W-9 and Certificate of Insurance (COI) documents to customers and vendors on request.
• Route COI requests appropriately (insurance agent + certificate-holder distribution) and reply directly to the requesting customer.
• Track credential/subscription renewals tied to specific property-management accounts and flag renewal or cancellation decisions.
• Coordinate lien waiver notarization: route documents needing a notary to the internal notary, then submit the executed waiver back to the customer/GC.

General Admin

• Take on light project coordination/communication tasks as workflows mature.

Requirements

Qualifications

• Hands-on experience with QuickBooks Online — comfortable identifying and correcting data-entry issues independently, not just following a script.
• Prior experience with AP, AR, invoicing, or bookkeeping workflows in a small-business setting.
• Strong written English — this role emails customers and vendors directly on invoices, COIs, and compliance documents.
• High attention to detail and comfort following documented, multi-step processes exactly.
• Proficient with Google Sheets; comfortable picking up a CRM (Pipedrive) and field service tool (Jobber).
• Self-directed and reliable — able to run the recurring workflow independently after a training period.
• Discreet with financial and vendor information.

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will direct go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.