Careers

The Accounting Associate is responsible for the day-to-day accounting and billing operations of the company, including full ownership of monthly client billing and collections activities. This role ensures accurate financial records, timely billing, effective cash flow management, and professional communication with clients regarding billing and payment matters. The ideal candidate has a strong foundation in bookkeeping and accounting principles, excellent attention to detail, and experience supporting a service-based organization. 

Responsibilities

Accounts Payable (A/P) and Vendor Management
• Process, classify, reconcile, and enter vendor bills in Quickbooks.
• Manage vendor terms and maintain accurate vendor information in Quickbooks to ensure compliance, accurate records of disbursements and timely payments
• Allocate vendor costs and expenses accurately to the appropriate client agreements, projects, or service tickets.

Client Billing, Accounts Receivable (A/R) & Collections
• Own and manage the monthly invoicing process for all clients, ensuring invoices are accurate, complete, and delivered on schedule
• Generate, review, and email client invoices in a timely and professional manner
• Ensure accurate synchronization of invoices and payments between QuickBooks and Halo PSA software
• Process and manage accounts receivable, including payment receipt, bank deposits, and credit card processing
• Monitor A/R aging reports, follow up on past-due accounts, and maintain professional communication with clients regarding collection of outstanding balances
• Respond to client inquiries related to invoices and payments and resolve billing issues promptly

Accounting, Reconciliations & Reporting
• Maintain and balance all accounts to ensure accuracy and completeness
• Perform monthly bank, savings and credit card reconciliations
• Create and manage reports to support financial analysis and prepare daily account balance reports for Executive Management
State Sales Tax Preparation & Remittance
• Prepare, file, and remit multi-state sales and use tax returns in compliance with applicable state and local regulations.

Process Improvement & Compliance
• Recommend improvements to accounting processes, workflows, and systems to improve efficiency and accuracy
• Maintain strict confidentiality of all financial data and client information
• Support audits and ensure compliance with internal policies and accounting standards

Skills and Abilities 

• Demonstrates strong problem-solving skills by identifying issues, involving team members in developing solutions, analyzing options, and responding quickly to new challenges. 

• Makes sound, consistent, and transparent decisions based on relevant information; exercises good judgment and integrity in all decision-making processes. 

• Displays creativity and resourcefulness, offering ideas and innovative approaches to improve work processes and increase efficiency. 

• Communicates effectively and professionally, both verbally and in writing, organizing and presenting information clearly and concisely; ensures accuracy and proper grammar in all communications. 

• Writes effectively for diverse audiences, including proposals, reports, marketing content, briefings, blogs, and social media. 

• Writes clearly and appropriately for different audiences, including reports, briefings to leadership, and correspondence with clients and vendors. 

• Demonstrates initiative by taking ownership of tasks and performing duties without requiring constant direction; shows willingness to learn new skills and adapt to changing needs. 

• Maintains strong organizational and time management skills, effectively prioritizing multiple responsibilities and meeting deadlines. 

• Performs duties with a high degree of accuracy, consistency, and attention to detail. 

• Maintains a neat, organized, and efficient physical and digital workspace. 

• Exercises excellent analytical ability in maintaining accurate financial records and reconciliations. 

• Maintains confidentiality and discretion when handling sensitive company and client information. 

• Proficient in QuickBooks Desktop and highly proficient in Microsoft Excel. 

• Skilled in Microsoft Office 365 Suite, including Outlook, Word, PowerPoint, and Teams. 

• Experience with Professional Services Automation (PSA) software is a plus. 

• Works collaboratively with internal teams and external partners while maintaining a customer-service mindset. 

• Possesses a valid driver’s license and reliable, well-maintained personal transportation. 

• Owns and maintains a modern, fully operational smartphone (Android or iPhone) to support job-related communications. 

The Business Administrator supports executive leadership through efficient management of schedules, communications, and operational workflows. This role is key to keeping the leadership team organized and enabling the broader team to operate smoothly.

Responsibilities

• Manage calendars, meetings, and correspondence for executives.

• Coordinate office operations and maintain records, reports, and documentation.

• Assist with project tracking, vendor relations, and internal communications.

Skills & Experience Required

• Highly organized with strong attention to detail and time management skills.

• Proficient in Microsoft 365 and collaboration tools.

• Discretion and professionalism in handling confidential information.

The Client Success Represntative is the primary point of contact for client relationships. This role ensures satisfaction, identifies opportunities for improvement or growth, and acts as the voice of the client internally. Success in this role means clients feel heard, valued, and supported.

Responsibilities

• Maintain regular communication with clients and manage their experience.

• Track service delivery quality and coordinate follow-ups on tickets and projects.

• Identify upsell opportunities and ensure contract alignment with client needs.

Skills & Experience Required

• Excellent customer service and relationship-building skills.

• Understanding of technical concepts and ability to translate them for business users.

• Strong organizational and follow-through capabilities.

The Technical Engineer is a senior technical resource responsible for designing, planning, and overseeing complex IT solutions. This role builds and validates resolution plans, implements infrastructure and cloud systems, and ensures scalable, secure, and efficient technology environments.

Responsibilities

• Architect and implement technical solutions that align with client needs and standards.

• Troubleshoot escalated issues and lead root-cause analysis efforts.

• Document system configurations and develop process improvements.

• Occasionally visit Client sites to perform role responsibilities

Skills & Experience Required

• Deep expertise in server infrastructure, networking, and cloud ecosystems (Azure, M365).

• Strong understanding of cybersecurity principles and best practices.

• Ability to mentor junior staff and communicate clearly with both technical and non-technical stakeholders.

The Technical Specialist is responsible for hands-on implementation and support of IT systems and solutions. Acting as a bridge between the helpdesk and engineering, this role focuses on resolving advanced issues, deploying hardware and software, and ensuring smooth technical operations across environments.

Responsibilities

• Install, configure, and troubleshoot workstations, network devices, and business applications.

• Support project execution and system rollouts under engineer guidance.

• Escalate complex issues with detailed documentation for engineering review.

• Occasionally visit Client sites to perform role responsibilities

Skills & Experience Required

• Proficient in Windows OS, networking fundamentals, and common SaaS platforms.

• Experience with remote monitoring tools, endpoint management, and ticketing systems.

• Strong problem-solving skills and customer-first mindset.

The Technical Analyst acts as a frontline resource for client support and technical analysis. This role focuses on troubleshooting issues, gathering context, and performing initial diagnostics while ensuring clear communication and proper documentation. It’s a critical position that helps maintain service quality and client satisfaction by keeping workflows organized and tickets moving efficiently.

Responsibilities

• Triage inbound tickets, perform basic troubleshooting, and gather key information for escalation.

• Document issues, steps taken, and outcomes with accuracy and clarity.

• Collaborate with Specialists and Engineers to ensure smooth handoffs and resolution paths.
• Occasionally visit Client sites to perform role responsibilities

Skills & Experience Required

• Working knowledge of Microsoft 365, Windows desktop environments, and general networking concepts.

• Strong written and verbal communication skills for both technical and non-technical audiences.

• Detail-oriented mindset with the ability to follow SOPs and recognize patterns in recurring issues.