QuickBooks Online expert: daily classification, project-level job costing, A/R follow-up, and weekly P&L; reporting.
You work with the Office Manager on daily classification, project-level job costing, A/R follow-up, and weekly P&L; reporting. Tax work stays with the external accountant.
Classify the previous day's QuickBooks Online transactions and detect inconsistencies
Coordinate with the Office Manager to align the field-service system with QuickBooks and resolve discrepancies
A/R follow-up: overdue balances and reminders
Weekly report for the CEO: P&L;, cash position, and margin alerts
Margin analysis per project to identify losses or low profitability
Operational coordination with the external accountant
First deliverable:



close the current books and clean up job costing
What We Look For
Documented, rigorous job costing
Valid US visa for 2 to 3 trips per year to California
English C1 for meetings with leadership
Reconciliation and accounting close at execution level
Advanced Excel or Google Sheets
Preferred: background in construction, services, or project-based businesses
Preferred: familiarity with Looker Studio, Power BI, or Google Sheets dashboards
Preferred: experience with US-based clients
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📌 Financial Analyst / Bookkeeper (México)
🏢 Pavific
📍 México