Hybrid Book Keeper

at Crown Mechanical

• Job title: Book Keeper
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $55,000 - $58,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Mint Hill, United States

About the role

• Bookkeeper managing financial records for Crown Mechanical, a commercial HVAC & plumbing contractor. Handling transactions, reconciliations, and financial reporting in a hybrid role.

Responsibilities

• Record day-to-day financial transactions and complete the full posting process.
• Perform partial checks of the posting process to ensure completeness and accuracy.
• Maintain disciplined data entry standards across all accounting records.
• Reconcile account transactions with the general ledger.
• Bring the books to the trial balance stage on a recurring basis.
• Ensure all journal entries are properly supported, classified, and documented.
• Maintain historical continuity and traceability of financial records.
• Receive, process, verify, and reconcile vendor invoices.
• Charge expenses to the correct accounts and cost centers.
• Verify vendor accounts, issue payments, and resolve invoice, purchase order, or payment discrepancies.
• Issue purchase order amendments and stop payments when required.
• Control petty cash spending and enforce expense discipline.
• Maintain accurate and current accounts payable records.
• Process accounting receivables and incoming payments in compliance with financial policies and procedures.
• Perform day-to-day AR transactions including verifying, classifying, computing, posting, and recording receivable data.
• Prepare bills receivable, customer invoices, and bank deposits.
• Reconcile the accounts receivable ledger to ensure all payments are accounted for and properly posted.
• Identify, investigate, and resolve client billing discrepancies.
• Facilitate timely payment through invoice reminders and direct client communication.
• Generate AR reports detailing aging, collections status, and exposure.
• Monitor payroll expense claims, including salary advances and overtime payments.
• Ensure payroll entries reconcile to the general ledger and supporting documentation.
• Prepare financial reports and internal financial statements.
• Complete required tax forms accurately and on time.
• Maintain awareness of regulatory requirements and accounting best practices.
• Support external accountants, tax professionals, and advisors with clean, well-organized records.

Requirements

• 3-5 years bookkeeping experience.
• Solid understanding of basic bookkeeping principles and accounts payable/receivable.
• Demonstrated ability to calculate, post, and manage accounting figures and financial records.
• High data accuracy with strong attention to detail.
• Proficiency in Microsoft Office and Quick Books Online.
• Service Titan or other Jobbing CRM experience a plus.
• Calm, consistent performance in a high-growth environment.
• Strong internal service orientation with the ability to resolve discrepancies directly and professionally.
• Excellent attention to detail and accuracy, with strong organizational and time management skills.
• Ability to handle sensitive information with confidentiality.
• Excellent verbal and written communication skills.

Benefits

• M/D/V Insurance
• 12 Paid Holidays
• Paid Birthday
• Tenure based Vacation.