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