Job Description

For this full-time, remote role we are seeking a reliable, detail-oriented bookkeeper/accountant to handle the day-to-day financial record keeping for our growing business. In addition to routine bookkeeping duties, the role requires expense analysis, budgeting, advanced revenue allocation, adjustments for departmentalization, and other duties requiring a high level of accounting knowledge. This position also includes certain administrative duties for the company, such as helping to administer our internal tech-stack. You will report directly to the CEO/Owner and work with our CPA to keep our books accurate, organized, and current. In summary, we are looking for a tech-savvy professional who is equally comfortable performing a deep-dive expense analysis and picking up the phone to resolve a billing dispute or collect a past-due payment

Key Responsibilities

1. Financial Management & Analysis

• Handle all bookkeeping tasks needed to keep accounting records current on a daily basis. 
• Manage AP and vendor payments, and categorize expenses accurately and consistently.
• Reconcile bank and credit card transactions monthly.
• Make adjusting entries to allocate revenues and expenses to the correct accounts and time periods. 
• Handle month-end closing, including producing monthly financial statements.
• Prepare financial documentation for CPA review as needed for tax preparation.
• Work with department managers to create and track budgets; audit monthly spending to identify trends and opportunities for cost-savings.

2. Accounts Receivable & Customer Success

• Work with our billing administrator and sales team to assist in managing billing and receivables, including actively working with customers to collect past-due receivables.
• Ensure all incoming payments are accurately applied and coded within the accounting system.
• Assist with oversight of recurring contracts and subscriptions to ensure correct pricing to customers.
• Provide backup to the billing administrator as needed.

3. Systems & IT Administration

• Help to manage user permissions and seats for the team’s tech stack (1Password, Slack, Google Workspace, etc.).
• Ensure new team members have immediate and secure access to all necessary digital tools.

Qualifications

• 2+ years bookkeeping or accounting experience; strong work ethic
• High proficiency with Quickbooks and Excel, Google Workspace experience a plus.
• Experience handling various administrative duties, such as managing software subscriptions, assisting with special projects, etc.
• Proven record of integrity in handling financial matters; a clean background check is required.

Skills

• Strong attention to detail and good organizational skills in working with data.
• Tech-savvy with the ability to learn new systems quickly
• Effective communication skills in working with customers, vendors and team members
• Proactive problem-solving skills, independent work capability
• Comfortable working remotely

We Offer

• Full-Time Remote work - work from home/work anywhere.
• Collaborative and supportive team environment
• Opportunity to contribute across both finance and operations

Equal Opportunity Employer

Pricebook Digital does not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws. We are an equal-opportunity employer, and we celebrate the diversity that each employee brings to the table. We value the convergence of fresh, unique perspectives and experiences from all walks of life and believe that makes us stronger as a company.

About Pricebook Digital

Pricebook Digital is a growing Technology/SaaS company providing top-rated sales and pricing products and services to the HVAC industry. Our products are used by dealers, distributors and manufacturers across the industry to sell more efficiently and with better results. We also provide data management services to the industry, and work closely with manufacturers and distributors to expand market reach and improve dealer performance through a unified sales enablement platform.

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