Senior Bookkeeper / Billing & Finance Ops Lead

Snapshot Entrepreneur with several small businesses (virtual mailboxes, construction, and international ventures) runs a unified playbook across Operations, Projects, and Marketing. This hire anchors the Operations lane and is the financial backbone across multiple entities. You’ll handle day-to-day accounting, build & enforce workflows, own billing/collections, and surface insights that drive cash flow and tax planning. What You’ll Own ● Daily accounting across multiple entities ○ Reconcile all bank/credit card transactions every day in QuickBooks Online (multi-company). ○ Classify spend properly: company admin, job/Project costs, reimbursables, and COGS. ○ Maintain clean AR/AP, vendor records, and supporting documentation. ● Billing & collections (mission-critical) ○ Run invoicing cycles, apply payments, chase aging, and clear disputes. ○ Investigate open balances; identify root causes and fix upstream workflow gaps to speed collections. ○ Partner with project/CS teams to confirm deliverables and release milestones. ● Financial workflows & controls ○ Design and document accounting workflows (intake → coding → approvals → reporting). ○ Establish checklists, SLAs, and audit trails; train teammates to follow them. ○ Create weekly exception reports that flag errors, inconsistencies, and risks—and close them out. ● Reporting, cash, and tax readiness ○ Prepare weekly dashboards (cash position, AR aging, WIP, gross margin by project/business). ○ Build/update monthly cash-flow forecasts; scenario plan around inflows/outflows. ○ Partner with the tax CPA on year-end planning (e.g., purchase timing, write-offs, accruals) and ensure books are tax-ready by Dec 1. ● Cross-functional coordination ○ Work closely with Customer Success, Project Management, and Design to align POs, change orders, receipts, and job costing. ○ Keep leadership informed with concise updates and “decision-ready” insights.