Job Description
Note: The job is a remote job and is open to candidates in USA. 1406 Consulting is a growing HubSpot Elite Solutions Partner. They are seeking a Part-Time Bookkeeper who will own the day-to-day accounting execution, ensuring accurate invoicing, collections, and financial reporting.
- Responsibilities
- Own the accounting workflow for all deals once they are won
- Capture and validate all billing details per deal in HubSpot, including:
- Correct billing contacts and invoice recipients
- Payment terms (Due on Receipt, Net 15, Net 30)
- Payment schedules and split invoices when applicable
- Retainers vs. project-based billing
- Create accurate invoices in QuickBooks Online
- Review invoices with the salesperson who closed the deal before sending to the client
- Ensure invoices are sent correctly and tracked consistently
- Own collections and follow up on outstanding invoices
- Ensure real-time visibility into invoicing and payment status by:
- Updating deal records in HubSpot
- Posting updates in designated Slack channels
- Proactively flag risks related to delayed payment or collections
- Help ensure collections issues do not impair ongoing service delivery
- Process vendor bills, subscriptions, and reimbursements
- Manage payment timing and vendor records
- Ensure expenses are categorized correctly in QuickBooks Online
- Maintain accurate books in QuickBooks Online
- Reconcile bank and credit card accounts
- Ensure transactions are posted to the correct chart of accounts
- Own the month-end close process in partnership with the COO and CEO, including
- Preparation of:
- Profit & Loss statements
- Balance Sheet
- Statement of Cash Flows
- Basic trend and variance reporting
- Act as the primary point of contact with the company’s outsourced CPA firm
- Support annual tax preparation and compliance requests
- Maintain clean, audit-ready books throughout the year
- Skills
- Proven experience as a Bookkeeper, preferably in a professional services or agency environment
- Strong, hands-on experience with QuickBooks Online is required
- Experience with client invoicing, AR, AP, reconciliations, and month-end close
- Comfort working across multiple systems (CRM, accounting, and communication tools)
- Strong attention to detail and ability to work independently
- Clear, proactive communicator with non-accounting stakeholders
- Company Overview
- 1406 Consulting is a digital agency that provides easy-to-use, tested, and proven inbound marketing, sales, and service tactics. It was founded in 2017, and is headquartered in Alpharetta, Georgia, USA, with a workforce of 11-50 employees. Its website is https://www.1406consulting.com.
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