Bookkeeper

Job Description

Job Description

Multi-Company Bookkeeper & Customer Service Support Specialist

Position Summary

We are looking for an experienced and organized bookkeeper who can manage accounting responsibilities across multiple companies or client accounts while also supporting our Customer Service Team.

The ideal candidate will have at least two years of bookkeeping or accounting experience, strong QuickBooks knowledge, and the ability to move between multiple companies without mixing up financial records, customer information, or priorities. This person must be accurate, dependable, comfortable working with customers, and willing to assist wherever needed.

Key Responsibilities

Bookkeeping and Accounting

• Maintain accurate financial records for multiple companies or client accounts.
• Manage accounts payable and accounts receivable.
• Enter and categorize transactions in QuickBooks.
• Reconcile bank, credit-card, merchant-processing, and other financial accounts.
• Create and send invoices and customer statements.
• Record payments, deposits, refunds, credits, and adjustments.
• Monitor outstanding balances and assist with collection efforts.
• Review financial records for missing, duplicate, or incorrectly entered transactions.
• Prepare basic financial reports, including profit-and-loss statements, balance sheets, accounts-receivable aging, and cash-flow reports.
• Assist with month-end closing procedures.
• Maintain organized supporting documentation and financial records.
• Work with management, outside accountants, and other team members to resolve discrepancies.
• Follow the individual accounting processes and requirements established for each company or client.

Customer Service Support

• Assist the Customer Service Team with customer questions involving invoices, payments, account balances, refunds, credits, and billing concerns.
• Communicate clearly and professionally with customers by phone, email, and other support channels.
• Research customer account issues and provide accurate, timely answers.
• Document customer conversations and follow-up activities.
• Escalate complicated accounting, billing, or customer-service issues when necessary.
• Help cover the Customer Service Team during busy periods, employee absences, or high call volume.
• Work closely with other departments to make sure customer concerns are handled completely and promptly.

Required Qualifications

• At least two years of bookkeeping, accounting, or related financial experience.
• Strong working knowledge of QuickBooks Online. QuickBooks Desktop experience is also helpful.
• Experience working with multiple companies, business entities, locations, departments, or client accounts.
• Understanding of basic accounting principles, including debits and credits, accounts payable, accounts receivable, reconciliations, and general-ledger entries.
• Strong attention to detail and a high level of accuracy.
• Ability to keep each company’s financial records, procedures, and confidential information properly separated.
• Strong organizational and time-management skills.
• Ability to manage competing priorities and meet deadlines.
• Professional written and verbal communication skills.
• Comfortable speaking directly with customers and helping resolve problems.
• Proficiency with Microsoft Excel, Outlook, and other common office applications.
• Ability to work independently while remaining part of a larger team.

Preferred Qualifications

• QuickBooks certification or formal accounting education.
• Experience with subscription billing, recurring payments, merchant processing, or service-based businesses.
• Experience supporting customers in a software, accounting, or financial-services environment.
• Experience working in a fast-paced, multi-company or multi-client organization.

What Success Looks Like

The right person will keep accurate books across multiple companies, respond promptly to requests, identify discrepancies before they become larger problems, and provide dependable support to both customers and internal team members. They will understand that every company has its own records, processes, and priorities and will be able to move between them without sacrificing accuracy or customer service.

Ideal Candidate

You may be a strong fit if you are organized, patient, comfortable working with numbers, and willing to help solve problems. You take ownership of your work, protect confidential information, communicate clearly, and understand that good bookkeeping and good customer service often go hand in hand.

About Security and Automation Partners / AlexAnswers

Security and Automation Partners is the company behind AlexAnswers, a growing customer-service and virtual-assistant company based in Palmetto, Florida. We help security companies and other service-based businesses provide dependable customer support, manage day-to-day office responsibilities, and deliver a better experience to their customers.

Our team works as an extension of each client’s business. Because we support multiple companies, our employees gain experience working with different accounting systems, customer-service processes, and business operations. We are a hands-on company where employees have the opportunity to make a real difference in how we grow and serve our clients.

Why Work With Us?

At AlexAnswers, you will not be limited to performing the same task every day. You will have the opportunity to use your bookkeeping experience, strengthen your customer-service skills, and learn how multiple businesses operate.

We are looking for people who take ownership of their work, enjoy solving problems, and want to grow with the company. We value dependable team members, clear communication, attention to detail, and a willingness to help others.

Company Description

About Security and Automation Partners / AlexAnswers\n\nSecurity and Automation Partners is the company behind AlexAnswers, a growing customer-service and virtual-assistant company based in Palmetto, Florida. We help security companies and other service-based businesses provide dependable customer support, manage day-to-day office responsibilities, and deliver a better experience to their customers.\n\nOur team works as an extension of each client’s business. Because we support multiple companies, our employees gain experience working with different accounting systems, customer-service processes, and business operations. We are a hands-on company where employees have the opportunity to make a real difference in how we grow and serve our clients.\n\nWhy Work With Us?\n\nAt AlexAnswers, you will not be limited to performing the same task every day. You will have the opportunity to use your bookkeeping experience, strengthen your customer-service skills, and learn how multiple businesses operate.\n\nWe are looking for people who take ownership of their work, enjoy solving problems, and want to grow with the company. We value dependable team members, clear communication, attention to detail, and a willingness to help others.