Bookkeeper - Service Industry

QuickBooks Bookkeeper — Setup & Year-to-Date Cleanup Company: Mariners Point Home Co. Location: Naples, Florida / Remote Position Type: Contract or Part-Time Industry: Residential and Commercial Home Services About Mariners Point Home Co. Mariners Point Home Co. is a growing home services company serving Naples and Southwest Florida. Our services include residential and commercial painting, cabinet refinishing, garage floor coatings, and related home improvement services. We are looking for an experienced bookkeeper to properly set up and structure our Intuit QuickBooks Online account, bring our bookkeeping and financial records fully up to date for the current year, and establish a reliable accounting process as the company grows. Initial Project Scope The initial engagement will include: * Review our existing QuickBooks Online account and current bookkeeping records. * Properly structure the QuickBooks company file for a growing home services and contracting business. * Create or reorganize the chart of accounts. * Connect and reconcile applicable bank accounts, credit cards, payment processors, and other financial accounts. * Categorize all year-to-date income and expenses. * Reconcile all accounts through the most recently completed month. * Review transactions for duplicates, missing entries, uncategorized activity, and incorrect classifications. * Properly account for customer deposits, progress payments, final payments, refunds, and outstanding balances. * Organize revenue and expenses by service line or project where practical. * Establish appropriate tracking for materials, subcontractor labor, employee or crew labor, commissions, marketing, vehicles, equipment, insurance, software, and general overhead. * Review owner contributions, owner distributions, reimbursements, and related-party transactions. * Verify customer and vendor records. * Assist with collecting and organizing W-9 information from subcontractors and vendors. * Review 1099 contractor tracking and ensure QuickBooks is structured for year-end reporting. * Prepare accurate year-to-date financial reports, including: * Profit and Loss Statement * Balance Sheet * Cash Flow Statement * Accounts Receivable * Accounts Payable * General Ledger * Identify any bookkeeping issues that should be reviewed by our CPA or tax professional. * Create a clear month-end bookkeeping and reconciliation process for continued use. Preferred QuickBooks Structure Our goal is to understand the financial performance of the company as a whole and, where possible, by service category, including: * Interior Painting * Exterior Painting * Cabinet Refinishing * Garage Floor Coatings * Commercial Projects * Other Services The bookkeeper should also help us separate and monitor: * Materials * Direct labor * Subcontractor costs * Sales commissions * Project management costs * Marketing and advertising * Vehicles and travel * Equipment and supplies * Software and administrative expenses * Insurance * General overhead Experience using QuickBooks classes, locations, projects, customers, or service categories to provide meaningful job-costing information is strongly preferred. Ongoing Responsibilities After the initial setup and cleanup, there may be an opportunity for ongoing monthly bookkeeping, including: * Monthly transaction categorization * Bank and credit card reconciliations * Accounts receivable and accounts payable review * Customer deposit and payment reconciliation * Contractor and 1099 tracking * Monthly financial reporting * Coordination with ownership and our CPA * Identification of unusual transactions, missing documentation, or cash-flow concerns * Maintenance of accurate and organized financial records Qualifications * Demonstrated experience with QuickBooks Online * Professional bookkeeping experience * Experience cleaning up and reorganizing existing QuickBooks accounts * Strong understanding of bank and credit card reconciliations * Experience working with construction, painting, contracting, field services, or home service businesses preferred * Familiarity with job costing, customer deposits, subcontractor payments, and project-based revenue * Understanding of W-9 and 1099 contractor tracking * Strong attention to detail and ability to identify discrepancies * Ability to communicate clearly and explain financial information to business owners * Comfortable coordinating with a CPA or tax professional when necessary * QuickBooks ProAdvisor certification is preferred but not required Systems Experience Experience with any of the following is helpful: * Intuit QuickBooks Online * Workiz * GoHighLevel * PaintScout * QuickBooks Payments * Credit card and ACH payment processors * Payroll or contractor payment systems Project Deliverables At the completion of the initial project, we expect: 1. A properly structured QuickBooks Online account. 2. All year-to-date transactions entered, categorized, and reconciled. 3. Clean and accurate customer, vendor, and contractor records. 4. Proper tracking of owner contributions and distributions. 5. Updated Profit and Loss, Balance Sheet, and Cash Flow reports. 6. A list of unresolved questions, missing documentation, or transactions requiring owner or CPA review. 7. A documented monthly bookkeeping process. 8. Recommendations for improving financial controls, reporting, and job-cost tracking. How to Apply Please include: * A brief summary of your bookkeeping experience. * Your experience with QuickBooks Online setup and cleanup projects. * Any experience working with contractors or home service companies. * Whether you are a QuickBooks ProAdvisor. * Your proposed hourly rate or fixed project fee. * Your estimated availability to begin. * What information and account access you would require from us. * An example of how you would approach a year-to-date QuickBooks cleanup. Please begin your response with the words “Mariners Point Books” so we know you reviewed the complete job description.