Bookkeeper & Office Manager

OFFICE MANAGER AND FULL CHARGE BOOKKEEPER

Comfort Systems of Montana | Bozeman, MT | Full Time, Salaried, In Office

JOB SUMMARY

Comfort Systems of Montana is looking for an Office Manager and Full Charge Bookkeeper who wants to be the heartbeat of our office. This is the seat that keeps the money right, the people supported, and the building running at the same standard our team holds in the field. You will own the books from top to bottom: accounts payable, accounts receivable, reconciliations, payroll, and the month end close, with our CPA in your corner. You will partner with our Service Coordinator and Project Managers on job costing so every job tells the truth about what it made. Beyond the numbers, you will run onboarding and HR administration, coordinate our IT and technology, and keep the office organized, stocked, and running smoothly every single day. CSMT is not a typical HVAC company. We operate like a championship team. We recruit exceptional people, we train relentlessly, and we hold a standard that most companies in this industry will never touch. Doing what is required is not enough here. The Unrequired is our operating system, and it is the reason we are building a national brand that will transform what people expect from HVAC. That standard does not stop at the truck door. It starts in the office. This is a full time, in office seat in Bozeman. We need someone who walks in every morning with energy, lifts the people around them, and takes real pride in a clean set of books and an office that runs like a machine. If you are organized, sharp, upbeat, and ready to own your seat, we want to meet you.

ABOUT US

At CSMT, we don’t just install HVAC systems, we set the standard for quality, expertise, and customer satisfaction. As Bozeman’s most reliable HVAC company, we have been serving homeowners, businesses, and contractors since 1999 with a commitment to excellence that goes beyond just getting the job done. We believe in building lasting relationships, not just with our customers, but with our employees and industry partners. Our team is made up of high performers who take pride in their craft, support each other, and never settle for average. We invest in ongoing training, the best tools and technology, and a work culture that values accountability, growth, and teamwork. At CSMT, we offer competitive wages, career advancement opportunities, and a company culture that feels like family. Whether it’s a company BBQ, team outings, or simply celebrating wins together, we believe in creating an environment where people love to work. If you’re looking for a company that values excellence, integrity, and the pursuit of being the best, CSMT is the place for you.

KEY RESPONSIBILITIES:

Accounting and Month End Close: Own accounts payable: enter and code vendor bills, manage payment schedules, and keep vendor relationships in good standing. Own accounts receivable: invoice accurately and on time, track aging, and drive collections so cash keeps moving. Reconcile all bank, credit card, and loan accounts every month with zero unexplained variances. Own the month end close in QuickBooks Online on a consistent, on time schedule, with our CPA providing oversight and support. Prepare monthly financial reports for ownership, including the P and L, balance sheet, AR aging, and AP aging. Maintain a clean, accurate general ledger and chart of accounts. Keep ServiceTitan and QuickBooks Online in sync so invoices, payments, and job data match across both systems. Support year end, tax preparation, and any financial reviews with organized, complete documentation. Payroll: Process bi-weekly payroll accurately and on time through ServiceTitan and QuickBooks Online. Review timesheets, commissions, bonuses, and performance pay for accuracy before every payroll run. Maintain payroll records, tax filings, and deductions in coordination with our CPA. Job Costing: Partner with the Service Coordinator and Project Managers to track labor, materials, equipment, and subcontractor costs on every job. Make sure job costs are recorded correctly and on time so gross profit by job is accurate and trustworthy. Flag cost overruns, missing costs, and margin issues to ownership quickly so problems get fixed while they are small. HR and Onboarding: Own the new hire onboarding process: offer paperwork, I-9s, W-4s, direct deposit, benefits enrollment, and day one readiness. Maintain organized, confidential employee files and personnel records. Administer benefits enrollment, changes, and communication with carriers. Track PTO, paid holidays, and attendance records. Support ownership with HR documentation, policy updates, and employee questions. Keep the company current on Montana and federal employment postings and recordkeeping requirements. IT Coordination: Serve as the point of contact for our outside IT support and technology vendors. Manage user accounts, software licenses, and system access for ServiceTitan, QuickBooks Online, email, and other company tools, including setup for new hires and shutoff for departures. Keep company computers, phones, tablets, printers, and office technology tracked, working, and ready. Office Management: Run the front office with energy, professionalism, and a warm welcome for every customer, vendor, and team member who walks through the door. Keep the office organized, clean, stocked, and running smoothly. Manage office vendors, subscriptions, insurance certificates, and business license renewals. Coordinate company events, team celebrations, and Employee Recognition Program activities. Build and document SOPs for every recurring office and accounting process so the work is repeatable and scalable. Leadership and Accountability: Report to ownership with clear, timely updates on cash position, AR, AP, payroll, and office priorities. Take full ownership of the accuracy of our books and the readiness of our office. Handle confidential financial and employee information with integrity and discretion. Represent CSMT with professionalism, integrity, and a commitment to setting the standard in HVAC.

QUALIFICATIONS:

3+ years of full charge bookkeeping experience, including month end close, AR, AP, and reconciliations. Payroll processing experience required, including commissions and bonuses. Construction, trades, or home services accounting experience strongly preferred, especially job costing. Advanced proficiency in QuickBooks Online. QuickBooks ProAdvisor certification is a plus. ServiceTitan experience is a strong plus, or a proven ability to learn new software quickly. Experience with onboarding, benefits administration, and HR recordkeeping. Comfortable coordinating IT vendors, user accounts, and everyday office technology. Strong Microsoft Excel skills. High energy, positive attitude, and a people first presence that lifts the whole office. Exceptional attention to detail with a process driven mindset and documentation discipline. Proven ability to keep confidential information confidential. Organized, dependable, self-motivated, and solutions focused. Able to work full time, in office, Monday through Friday in Bozeman.

BENEFITS & CULTURE:

$65,000 to $85,000 annual salary, dependent on experience plus bonus and incentive pay Company provided computer. Medical. Dental, Vision, Accident Insurance are also available. 401K Plan. Continued education. Opportunity for advancement. Paid holidays after one year of employment. Paid vacation time. Our family of employees participate in hunting trips, camping trips, BBQ’s and other fun activities throughout the year. Employee Recognition Program that provides bonuses and / or paid time off when employees provide exceptional service to the company and our customers.

WHY JOIN US

Stability and Growth: As part of our team, you'll have the security of working for an established company with an impeccable reputation that’s been leading the charge in the HVAC space since 1999. With a solid foundation, and a track record of success, you’ll have ample opportunities for growth and advancement. Community Impact: At CSMT, we believe in giving back to the communities that have supported us over the years. By joining our team, you'll be contributing to our mission of creating meaningful jobs and preserving the integrity of our industry in the face of increasing corporate consolidation. Training and Development: We understand that staying ahead in the HVAC industry requires continuous learning and skill development. That's why we offer extensive training opportunities to ensure our team members have the knowledge and expertise they need to excel in their roles. Family-Owned Values: As a family and veteran owned business, we prioritize the well-being and success of our team members. When you join CSMT, you're not just an employee, you're part of our family, and we'll do everything we can to support you in your career journey.

OUR MISSION

Setting the standard in the HVAC industry by delivering unparalleled quality, technology, and customer service excellence.

OUR VISION

To be the undisputed household name for HVAC excellence in the Gallatin Valley.

OUR CORE VALUES:

Inspirational: Everything we do is bigger than us. We show up to work not just for ourselves but to impact our team, create the best solutions for our customers and chase our full potential. Disciplined: We do what we say we are going to do. No exceptions. We train every day to continue learning and growing. Accountable: We hold ourselves and our team accountable because true growth doesn’t happen by accident. Extreme accountability leads to extraordinary results. Transparent: We have big goals and move quickly. Our team operates with transparency to prioritize the work that gets us closer to those goals. Aligned: We hire growth-oriented individuals because our business can’t grow if our people aren’t growing. We align our business goals with every team member’s personal, professional, and financial goals. When our team wins, the company wins. GSD: We get sh*t done. #J-18808-Ljbffr Mettler-Toledo International, Inc