BOOKKEEPER CONTRACT BILLING SPECIALIST RESPONSIBILITIES Bookkeeping (QuickBooks Desktop) • Enter bills and record deposits from the finance inbox twice a week • Sync and code bank feed transactions weekly • Make sure payroll is recorded in the correct month • Reconcile bank accounts and support the monthly review • Prepare AP payment runs for approval and process approved payments through QuickBooks Bill Pay • Follow up with customers on invoices past net 45 and keep an AR tracking sheet up to date • Enter subcontractor timesheet data as invoices • Process monthly partner commission payments • Send out consulting services invoices at the start of each month for the previous month Contract invoicing (Work 365) • Prepare and send about 30 Microsoft licensing and services invoices a month, mostly in the second week • Handle high-dollar billing with a very high level of accuracy • Do light contract maintenance throughout the month Quoting (HubSpot) • Build quotes for Microsoft products and services • Apply your knowledge of Microsoft contracts across quoting, contract management,



and invoicing Sales tax • File monthly or quarterly sales tax returns for four to five states Additional work, once you're ramped up • Submit project claims in the Microsoft Partner Portal • Clean up and maintain the CRM • Help send, collect, and report on customer satisfaction surveys Requirements REQUIREMENTS QUALIFICATIONS • 3+ years of hands-on bookkeeping experience, including full month-end cycles and bank reconciliations • Strong QuickBooks skills (Desktop is a big plus) • Experience with AP, AR, and follow-up collections • Exposure to U.S. sales tax filings, ideally across multiple states • High attention to detail, especially when you're billing high-dollar invoices • Professional written and spoken English, since you'll have some contact with customers and vendors about billing, payments, and quotes • Comfortable learning new systems.
Experience with Work 365, HubSpot, Microsoft licensing (CSP/EA), or another IT or SaaS billing environment is a strong plus, but the client will train you • A track record of staying in roles long-term

📌 Bookkeeper (México)
🏢 Teamswell
📍 México