Accounting & Procurement Specialist

Role Overview

• Manage daily bank feed synchronization, transaction categorization, and reconciliations
• Maintain the general ledger in compliance with GAAP standards
• Prepare and post journal entries, accruals, and month-end adjustments
• Perform reconciliations for bank and balance sheet accounts
• Process accounts payable, expense categorization, and vendor documentation
• Review, process, and send invoices through ConnectWise PSA
• Record and reconcile incoming payments from multiple platforms
• Support collections and communicate with clients regarding billing inquiries
• Respond to quote requests with same-day turnaround whenever possible
• Research vendor pricing and create quotes, sales orders, and purchase orders
• Apply appropriate pricing and markup strategies
• Follow up on pending quotes, vendor deliveries, and open orders
• Coordinate with sales and project teams regarding order status and timelines
• Create and maintain client agreements and procurement documentation
• Enter and reconcile payroll data in QuickBooks
• File sales tax and California e-waste tax returns
• Prepare and file annual 1099 forms
• Support CPA firms during audits and tax preparation
• Manage month-end close processes including COGS, depreciation, prepaids, and fixed assets
• Generate financial reports, reconciliations, and cash flow summaries
• Maintain QuickBooks Online configurations and GL mappings
• Ensure ConnectWise PSA and QuickBooks integrations function correctly
• Manage ticket workflows in ConnectWise PSA, ensuring proper ownership and updates
• Maintain organized documentation and operational accuracy across systems

Requirements

• 2+ years of full-cycle bookkeeping or accounting experience
• Strong understanding of GAAP and U.S./California accounting practices
• Experience with QuickBooks Online
• Strong organizational skills and attention to detail
• Excellent written communication and client-facing professionalism
• Ability to multitask and work with urgency in a fast-paced environment
• Comfortable following up proactively and managing multiple workflows simultaneously
• Ability to work Pacific Time business hours remotely

Nice to Have

• Experience working in an MSP, IT services, or technology-driven company
• Procurement or quote desk experience
• Familiarity with IT products, vendors, and purchasing workflows
• ConnectWise Manage PSA certification or advanced experience
• Experience with payroll processing and tax filing
• Experience improving workflows through automation or AI tools

Benefits

• Work remotely Monday
• Friday, 40 hours a week (no weekends)
• Vacation: 10 business days a year
• Holidays: 5 National Holidays a year
• Company Holidays: 5 Company Holidays a year (Christmas Eve, Christmas Day, New Year's Eve, New Year's Day, Zipdev Day)
• Parental Leave
• Health Care Reimbursement
• Active Lifestyle Reimbursement
• Quarterly Home Office Reimbursement
• Payroll Deduction Purchase Plans
• Longevity Bonus
• Continuous Learning Bonus
• Access to Training and Professional Development Platforms
• Did we mention it's REMOTE?!!