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

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