Payroll Specialist & AR/Invoicing

Our client is a dynamic owner/operator organization dedicated to acquiring and nurturing industrial businesses with a commitment to perpetual ownership. Their distinctive approach involves collaborating closely with business owners to seamlessly transfer their legacies to a new permanent home—our client. They prioritize on-site operations alongside existing employees, eliminating lengthy transition periods, location changes, downsizing, and integration into larger entities.

Job Description:

We are actively seeking a highly skilled and motivated Full-Time Accountant with expertise in Payroll and AR/Invoicing to join our dynamic team. As a pivotal member of our organization, you will play a vital role in ensuring the smooth financial operations of the businesses within our portfolio. The ideal candidate will possess a strong background in payroll management, accounts receivable, invoicing processes, and proficiency in QuickBooks.

Responsibilities:

Payroll Management:

• Process and oversee payroll for multiple industrial businesses within the portfolio using QuickBooks.

• Ensure accurate and timely payment of salaries and wages.
• Address and resolve payroll-related inquiries from employees.

Accounts Receivable (AR):

• Manage and monitor accounts receivable for each business, utilizing QuickBooks for efficient tracking.

• Generate and dispatch invoices to clients/customers promptly.
• Proactively follow up on overdue payments and liaise with clients to resolve any billing issues.

Invoicing:

• Prepare and send accurate and timely invoices using QuickBooks.

• Maintain a well-organized system for tracking invoices and payments within the QuickBooks platform.
• Collaborate with internal teams to ensure invoicing accuracy and efficiency.

Financial Reporting:

• Generate regular financial reports related to payroll, AR, and invoicing using QuickBooks.

• Provide valuable insights into financial performance to support strategic decision-making.

Compliance:

• Stay informed about relevant labor laws and regulations to ensure payroll compliance.

• Ensure adherence to invoicing and AR best practices in accordance with industry standards.

Collaboration:

• Work closely with other virtual assistants and team members to streamline processes.

• Communicate effectively with business owners, employees, and external stakeholders.

Process Improvement:

• Identify opportunities for process improvement and efficiency in payroll, AR, and invoicing, leveraging QuickBooks functionalities.

• Proven experience as a Full-Time Virtual Assistant with a focus on Payroll and AR/Invoicing.
• Strong understanding of payroll processes and proficiency in QuickBooks and Fulcrum Pro.
• Familiarity with accounts receivable and invoicing best practices.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Effective communication skills.
• Knowledge of relevant labor laws and regulations.

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

Salary: $800 - $1000
Schedule: 7am - 3:30pm PST