CPA Billing & Revenue Specialist

Calibre-CPA-Group; Bethesda (MD); On-site; USD 65,000 - 70,000; Full time

Job summary

Calibre CPA Group in Bethesda, MD is seeking a Billing Coordinator to manage monthly, quarterly, and project-based billing across service lines, ensuring timely, accurate invoicing and exceptional client service.

This role operates in a cloud-based practice management system, requiring strong WIP and AR understanding, and close collaboration with Partners and engagement teams. Excel proficiency and professional services billing experience are essential.

Qualifications

• Associate's degree or equivalent experience in accounting or related field.
• 3-5 years of billing, AR, or professional services experience.
• Experience with hourly, fixed-fee, and recurring billing.
• Strong Excel and Microsoft Office skills.
• Experience with WIP, AR, AP, and aging reports.

Responsibilities

• Manage monthly, quarterly, annual, and project-based billing cycles across multiple service lines.
• Prepare, review, and process client invoices for hourly, fixed-fee, recurring, and special project engagements.
• Review and analyze WIP reports to identify billable activity, aged WIP, and billing delays.
• Coordinate with Partners and engagement teams to ensure timely billing and resolution of billing questions.
• Generate draft invoices and billing reports for Partner review and approval.
• Process approved invoices and distribute client billing through designated delivery methods.
• Maintain billing schedules and monitor deadlines to ensure invoices are issued timely and accurately.
• Research and resolve billing discrepancies, client inquiries, and invoice adjustments.
• Track client advance payments, progress billings, and fixed-fee installments, and apply them against billed amounts.
• Monitor unbilled time and expenses to ensure complete and accurate invoicing.

Skills

Attention to detail

Time management

Communication skills

Problem-solving

Team collaboration

Education

Associate's degree in Accounting, Finance, Business Administration, or related field

Tools

Excel

Practice management software

Time and billing software

Accounting software

Job description

Calibre CPA Group in Bethesda, MD is seeking a Billing Coordinator to manage monthly, quarterly, and project-based billing across service lines, ensuring timely, accurate invoicing and exceptional client service.

This role operates in a cloud-based practice management system, requiring strong WIP and AR understanding, and close collaboration with Partners and engagement teams. Excel proficiency and professional services billing experience are essential.