Job Description
Job Description
Key Responsibilities
Bookkeeping & Financial Management
- Record all business financial transactions accurately and on time
- Enter and reconcile sales, expenses, and payments
- Maintain up-to-date books using QuickBooks Online
- Manage accounts receivable and payable
- Prepare and issue customer invoices
- Assist with payroll data preparation (if applicable)
Reporting & Forecasting
Prepare monthly financial reports and summariesTrack and report key business KPIsAssist with cash-flow forecasting and budgetingIdentify discrepancies and flag financial issues earlyOffice Administration & Customer Support
Answer and route incoming phone calls professionallyCommunicate with customers regarding invoices, payments, and general inquiriesMaintain organized digital and physical recordsSupport scheduling, documentation, and general office tasksAct as a point of contact between the office, field staff, and clientsRequired Qualifications
Proven bookkeeping or accounting experienceStrong working knowledge of QuickBooks OnlineExperience recording business transactions, sales, and expensesAbility to create basic financial reports and summariesComfortable handling phone calls and customer communicationStrong organizational and time-management skillsAbility to multitask and prioritize effectivelyHigh attention to detail and accuracyPreferred Skills (Nice to Have)
Experience in construction or trades-based businessesUnderstanding of job costing and project-based accountingFamiliarity with GST / PST reportingExperience working with KPIs and cash-flow forecasting