QuickBooks Online and HaloPSA, HubSpot Billing Specialist
Job Posting: Fractional Controller / Accountant / Bookkeeper
Proactive Risk (www.proactiverisk.com) is growing, and were looking for a skilled professional to join our team! As a small but dynamic services company that also resells products, we need someone to help us streamline and manage our financial operations remotely.
Were seeking a detail-oriented and proactive individual to take on a combination of roles: Fractional Controller (advisory), Accountant (chart of accounts), and Bookkeeper (weekly tasks). If you thrive in a hands-on, fast-paced environment and enjoy improving systems, wed love to hear from you!
What Youll Do
Chart of Accounts Management: Maintain and classify financial records, ensuring accuracy and organization.
Weekly Financial Reviews: Reconcile accounts, review vendor payments, and oversee client billing.
Payroll Support: Use TSheets/Intuit Time Tracking to manage W2 employees and contractors, ensuring accurate QuickBooks Online Payroll processing.
System Optimization: Download statements, reconcile accounts, and provide recommendations during weekly discussions to improve financial systems and processes.
Software Integration Oversight: Leverage HaloPSA (service tool) and HubSpot (sales and marketing tool), both integrated with QuickBooks Online, to streamline operations.
Collaboration with CPA: Work with our external CPA on miscellaneous Q&A and end-of-year tax preparation.
What Were Looking For
Experience: Proven expertise in bookkeeping, accounting, and payroll management. Familiarity with QuickBooks Online is essential.
Skills: Knowledge of HaloPSA and HubSpot integration is a strong plus.
Detail-Oriented: Ability to classify transactions accurately and keep financial systems in top shape.
Proactive Communication: Comfortable discussing challenges and proposing solutions during weekly check-ins.
Remote Work Skills: Self-motivated, organized, and efficient in managing tasks independently.
Why Join Us?
At Proactive Risk, were a close-knit team focused on delivering exceptional services while embracing innovation. As part of our team, youll have the opportunity to make a real impact, optimize systems, and contribute to the growth of a forward-thinking company.
Ready to Apply?
If this sounds like the right fit for you, wed love to hear from you! Reach out today and lets start the conversation.
Apply Now
Proactive Risk (www.proactiverisk.com) is growing, and were looking for a skilled professional to join our team! As a small but dynamic services company that also resells products, we need someone to help us streamline and manage our financial operations remotely.
Were seeking a detail-oriented and proactive individual to take on a combination of roles: Fractional Controller (advisory), Accountant (chart of accounts), and Bookkeeper (weekly tasks). If you thrive in a hands-on, fast-paced environment and enjoy improving systems, wed love to hear from you!
What Youll Do
Chart of Accounts Management: Maintain and classify financial records, ensuring accuracy and organization.
Weekly Financial Reviews: Reconcile accounts, review vendor payments, and oversee client billing.
Payroll Support: Use TSheets/Intuit Time Tracking to manage W2 employees and contractors, ensuring accurate QuickBooks Online Payroll processing.
System Optimization: Download statements, reconcile accounts, and provide recommendations during weekly discussions to improve financial systems and processes.
Software Integration Oversight: Leverage HaloPSA (service tool) and HubSpot (sales and marketing tool), both integrated with QuickBooks Online, to streamline operations.
Collaboration with CPA: Work with our external CPA on miscellaneous Q&A and end-of-year tax preparation.
What Were Looking For
Experience: Proven expertise in bookkeeping, accounting, and payroll management. Familiarity with QuickBooks Online is essential.
Skills: Knowledge of HaloPSA and HubSpot integration is a strong plus.
Detail-Oriented: Ability to classify transactions accurately and keep financial systems in top shape.
Proactive Communication: Comfortable discussing challenges and proposing solutions during weekly check-ins.
Remote Work Skills: Self-motivated, organized, and efficient in managing tasks independently.
Why Join Us?
At Proactive Risk, were a close-knit team focused on delivering exceptional services while embracing innovation. As part of our team, youll have the opportunity to make a real impact, optimize systems, and contribute to the growth of a forward-thinking company.
Ready to Apply?
If this sounds like the right fit for you, wed love to hear from you! Reach out today and lets start the conversation.
Apply Now