Bookkeeper

• Serve as the primary financial liaison between Head of Accounting, CEO and the CPA
• Simplify and present financial information using basic spreadsheets for visual review
• Check in with Richard at least once weekly to review financials and ensure understanding
• Manage bank and credit card reconciliations, prepare journal entries, oversee cash flow management
• Monitor and code purchases made by the design team
• manage accounts payable and accounts receivable
• Perform job costing for projects, as required
• Execute month-end close processes and create recurring reports for leadership (none previously existed but are highly desired)
• Assist with audit and tax preparation, pulling requested financials at the direction of the CPA
• Support business growth
• adapt rapidly to new high-value clients and increased financial complexity
• Prepare overhead, client budget worksheets, and track remodel expenses as needed
• Eventually assume responsibility for managing CEO’s personal bills (3 homes, 3 cars, household staff), with an expected growth in volume due to pending remodels
• Maintain intermediate proficiency in Excel
• utilize Great Plains (Microsoft Dynamics GP) for accounting entries
• Communicate effectively and patiently with business leaders
• ensure an engaging, understandable financial review to prevent disengagement
• Offer flexible scheduling
• previous bookkeepers have successfully worked varied hours (e.g., 7am–3pm or 10am start)

• Demonstrated patience and ability to explain financial concepts simply to non-financial stakeholders
• Experience in full-charge bookkeeping, including bank reconciliations, AP/AR, coding to GL, cash flow management, and audit/tax support
• Strong skills in month-end close and reporting
• ability to develop processes where none currently exist
• Familiarity with job costing and budget preparation
• Intermediate Excel proficiency
• experience with Great Plains a plus
• Proven ability to support dynamic business growth and respond to increasing financial complexity
• Ability to work independently but collaborate with the CPA and internal team

Experience managing both business and high-net-worth personal finances is highly desirable

• Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
• Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan