CPA Bookkeeper

Position Overview

Our client is a specialty contractor based in Hubert, NC, providing lightning protection services across commercial and construction projects. We are looking for a skilled, personable, and organized CPA to manage the full range of accounting functions for the business — from daily transaction entry and bank reconciliations through accounts receivable, accounts payable, certified payroll, and monthly project reporting.

This is a hands-on accounting role that also requires a warm, professional communication style. The right candidate is not only technically strong in QuickBooks and construction accounting — they are also comfortable picking up the phone to follow up with clients on outstanding balances when needed. If you are detail-oriented, dependable, and easy to work with, this role is a great fit.
Key Responsibilities

Bank Reconciliation & Transaction Management

- Import and categorize weekly transactions from credit cards and bank accounts in QuickBooks

- Perform monthly bank reconciliations to ensure all accounts are accurate and balanced

- Record adjusting journal entries for prepayment accounts including insurance, vehicle payments, and other recurring items

- Record checks received in QuickBooks accurately and in a timely manner

Month-End Close

- Prepare month-end financial reports including profit and loss statements and balance sheets

- Ensure all accounts are reconciled and entries are complete before month-end close

- Support the team with month-end reporting needs as directed

Accounts Receivable & Collections

- Manage accounts receivable — tracking outstanding invoices, monitoring aging, and ensuring timely collection

- Send monthly statements to clients on the first of each month

- Handle collections correspondence via email and phone — following up professionally and persistently with clients on overdue balances

- Occasionally make direct outbound calls to clients to follow up on unpaid invoices — a warm, personable phone manner is important, as these are existing client relationships

- Participate in monthly collections and retainage meetings

- Process and verify lien waivers once received from customers — confirm balances and verify correct amounts for requisitions being released

Retainage Management

- Track and manage retainage across active projects with a solid understanding of retainage concepts and timelines

- Ensure retainage amounts are accurately recorded and released appropriately in accordance with project terms

- Participate in monthly retainage meetings and provide accurate reporting on retainage status

Accounts Payable & Vendor Management

- Maintain vendor accounts and ensure all vendor information is current and accurate

- File vendor bills into Egnyte (the company's data management system) and record them in QuickBooks

- Process ACH forms and manage vendor payment workflows

- Prepare and submit credit applications for new vendors as needed

Certified Payroll & Payroll Reporting

- Prepare and submit certified payroll reports in compliance with applicable requirements

- Apply a basic understanding of payroll taxes for reporting purposes

- Assist with payroll-related reporting as directed

Monthly Project Reporting

- Prepare monthly project reports including MEURs, AA202s, and other required construction project documentation

- Ensure all project-level reporting is accurate, complete, and submitted on time

Insurance Audits & Compliance

- Assist with annual insurance audits including Workers Compensation and General Liability

- Organize and prepare supporting documentation required for audit compliance

- Maintain accurate records throughout the year to simplify the annual audit process

Billing & Administrative Support

- Assist the office admin team with billing overflow as needed

- Support general accounting and administrative tasks as priorities evolve

Required Qualifications

- Extensive QuickBooks experience — this is the primary accounting platform and proficiency is non-negotiable

- Strong understanding of full-cycle accounting including AR, AP, bank reconciliations, and month-end close

- Knowledge of retainage — understanding of how it is tracked, applied, and released in a construction context

- Personable and professional communication style — comfortable making occasional outbound calls to clients regarding outstanding balances in a way that maintains the relationship

- Strong attention to detail and accuracy — lien waivers, certified payroll, and project reports require precision

- Organized and able to manage multiple recurring deadlines simultaneously

- Proficient in Adobe, Microsoft Word, Microsoft Excel, and Google Sheets

- Reliable and self-directed in a remote work environment

Preferred Qualifications

- AIA application knowledge — familiarity with AIA billing documents and the application for payment process

- Basic understanding of lien rights and lien timeframes in a construction context

- Experience with certified payroll preparation and construction project reporting

- Background in construction, specialty contracting, or a project-based accounting environment

- Familiarity with Egnyte or similar document management platforms

What Makes You a Great Fit

- QuickBooks is your tool — you navigate it confidently and your entries are accurate and clean

- Monthly statements go out on the first of the month, every month, without being reminded

- When a client has an overdue balance, you can pick up the phone, have a professional and friendly conversation, and maintain the relationship while collecting what is owed

- Your retainage tracking, lien waivers, and project reports are always current and accurate

- You are easy to work with — the team and clients alike enjoy working with you

Requirements
This is a full time role
Up to $10/hr
100% Remote

Originally posted on Himalayas