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Full-Charge Bookkeeper / Accountant
Job Description
The ideal candidate is comfortable with recurring revenue, vendor invoicing, service contracts, and project-based billing. Experience with QuickBooks is critical. This is a hands-on role for someone who takes pride in accurate records and clear, professional communication with clients, vendors, and internal teams.
What You'll Do Bookkeeping & Accounting
- Maintain accurate, up-to-date financial records, including accounts payable and accounts receivable
- Enter, categorize, and reconcile transactions, including monthly bank and credit-card reconciliations
- Prepare monthly financial reports (P&L, balance sheet, cash flow, AR aging) and support month-end/year-end close
- Maintain the general ledger and supporting documentation, and coordinate with the outside CPA on tax and reporting matters
- Support budgeting, forecasting, cash-flow management, payroll processing, and expense reimbursement
- Generate and review recurring monthly managed-service invoices, verifying accurate billing of contracts, devices, users, and licenses
- Reconcile contracts against vendor invoices and actual service quantities
- Process billing changes tied to staffing, device, licensing, or service-level updates, plus project, hardware, labor, and travel charges
- Track project payments and deposits, monitor vendor price changes, and maintain contract and renewal documentation
- Flag missed billing, discrepancies, or margin issues, and support management on client profitability reviews
- Monitor AR aging and follow up professionally with clients on overdue balances
- Process ACH, credit card, check, and electronic payments, and maintain accurate records in ConnectBooster and Autotask
- Investigate unapplied payments, credits, and billing disputes; escalate delinquent accounts as needed
- Act as a primary billing and administrative point of contact for assigned clients
- Field client questions on invoices, contracts, services, and account balances
- Coordinate across service, sales, and project teams to resolve account issues, and support client onboarding/offboarding
- 3+ years of bookkeeping, accounting, billing, or financial administration experience
- Experience using QuickBooks
- Experience working for an MSP, services provider, or similar technical service organization
- Working knowledge of AP, AR, general ledger accounting, bank reconciliation, and financial reporting
- Experience with recurring contracts, subscriptions, licensing, or service-based billing
- Strong invoicing, collections, and account reconciliation skills
- Sharp attention to detail with the ability to spot billing or accounting discrepancies
- Excellent written and verbal communication, including with clients on sensitive billing matters
- Competitive salary based on experience and qualifications
- Collaborative, supported work environment
- Expansive benefits package
INDA
Meet Your Recruiter
Colin Paterson
Vice President, Accounting & Finance and Professional Services
Colin Paterson's journey from Central Connecticut State University to the world of recruiting is a testament to his determination to follow in his father's footsteps in the business world. With a strong competitive spirit cultivated through years of playing sports and a natural talent for building relationships, Colin seamlessly transitioned into the staffing industry.
With over 12 years of experience spanning diverse industries, including accounting/finance, administrative support, manufacturing/engineering/supply chain, and human resources, Colin has honed his expertise in connecting the right talent with the right opportunities.
In March 2017, Colin embarked on his career with J. Morrissey, and his dedication and strategic thinking quickly propelled him to the role of Vice President of Accounting/Finance and Administrative Support Group. In this capacity, he continues to make a significant impact, shaping the future of the company.
Beyond his professional pursuits, Colin is an avid traveler with a passion for exploring new places and cultures. While he may have come to terms with the fact that his aspirations of becoming a professional golfer will remain a hobby, his commitment to excellence and continuous growth remain unwavering.
Colin Paterson's story is a testament to the power of determination, competitive spirit, and building strong relationships to succeed in the business world.