Quickbooks Online bookkeeper for HVAC small business

Posted 3 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

QuickBooks Online Bookkeeper (Specialized Data Reconciliation) OVERVIEW Our small, growing HVAC contracting company based in Phoenix, Arizona, is seeking an experienced, detail-oriented Bookkeeper to manage weekly data synchronization and reporting within our core financial system. This is a highly specialized, low-commitment role estimated at 1-2 hours per week. The primary focus is ensuring precise financial parity between our Field Service Management (FSM) and accounting software (QBO), and delivering weekly financial snapshots to management. The Bookkeeper will be responsible for a critical weekly review process: -Weekly Reconciliation: Perform detailed reconciliation of all bank and credit card accounts within QuickBooks Online (QBO). -Data Parity Check: Execute a weekly cross-reference to ensure that all invoices generated and payments received in our operational software precisely match the revenue and payment data recorded in QuickBooks Online. This ensures revenue is accurately tracked and recorded. -Software Synchronization: Verify the accurate transfer and categorization of financial data flowing between QBO and our specific operational platforms: Housecall Pro, Service Fusion, and Gusto (for payroll/expense reconciliation). -Reporting: Prepare and deliver up-to-date weekly reports, including the Profit & Loss (P&L) Statement and Balance Sheet, ensuring management has a current financial snapshot. -A/R & A/P Review: Flag any discrepancies related to Accounts Receivable or Accounts Payable that require management action. Ability and comfort to interact directly with customers and vendors is a bonus but not required. REQUIRED SKILLS AND EXPERIENCE -QuickBooks Online (QBO) Expert: Must be highly proficient and certified (or demonstrably expert) in QBO. Data Reconciliation Mastery: Proven track record of successful bank, credit card, and software-to-software reconciliation. -Industry Experience: Previous experience working with small business contractors, HVAC, plumbing, or field service companies is a strong advantage. -Communication: Must be a clear, responsive, and reliable communicator. -System Knowledge (Bonus): Familiarity with Housecall Pro and/or Service Fusion is highly preferred.

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • $20.00

    -

    $30.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Bookkeeping
Intuit QuickBooks
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 weeks ago
  • Interviewing:
    0
  • Invites sent:
    2
  • Unanswered invites:
    2
About the client
Member since Jan 15, 2019
  • United States
    Scottsdale9:24 PM
  • $16K total spent
    10 hires, 3 active
  • 700 hours
  • Individual client

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