Accounts Receivable (A/R): Process daily service invoices, manage customer billing, and follow up on outstanding payments or collections.Accounts Payable (A/P): Manage vendor relationships, verify invoices from HVAC/plumbing parts suppliers, and ensure timely payment to maintain credit standing.Payroll Processing: Manage weekly or bi-weekly payroll for office staff and field technicians, including the calculation of commissions or performance bonuses common in the HVAC industry.Bank Reconciliation: Reconcile bank statements and credit card accounts daily to ensure all service calls and part purchases are accounted for.Financial Reporting: Prepare monthly profit and loss (P&L) statements, balance sheets, and cash flow reports for management review.Sales Tax & Compliance: Ensure accurate filing of state sales taxes and maintain compliance with local and state business regulations.Service Software Integration: Utilize industry-specific software (such as ServiceTitan or FieldEdge) alongside QuickBooks to track job costs and technician productivity.
1-4 years
Industry Experience: Previous experience working in a skilled trades office (HVAC, Plumbing, Electrical, or Construction).Service Software Knowledge: Familiarity with service management software such as ServiceTitan, FieldEdge, or Housecall Pro.Job Costing Analysis: Advanced ability to analyze "cost-to-complete" reports to help identify areas for profit improvement.Associate?s Degree: A degree in Accounting, Finance, or Business Administration is highly preferred.Notary Public: Being a commissioned Notary is a plus for handling official documentation.
QuickBooks Expertise: 3+ years of experience with QuickBooks Desktop or Online is essential.Accounting Foundation: Solid understanding of GAAP (Generally Accepted Accounting Principles), including debits/credits and financial statement preparation.Excel Proficiency: Ability to use spreadsheets for data analysis, tracking, and reporting.Exceptional Organization: Must be able to manage multiple high-priority tasks in a busy service-office environment.Communication: Professional verbal and written skills for interacting with customers, vendors, and technicians.
Associate
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