Accounting&ProcurementSpecialist

We are seeking a remote Accounting & Procurement Specialist to own both our client's bookkeeping and our quote desk. The right person is someone who can do deep, careful financial work, but also pivot quickly when a client needs a quote or a purchase and have consistent communication and follow-through. The ideal candidate is proactive, responsive, and comfortable working in a fast-paced environment where priorities may shift throughout the day. You will work closely with the sales, service, and operations teams to ensure accurate financial records, timely procurement processes, and excellent client communication. This is a **full-time remote role** supporting Pacific Time business hours. ### Responsibilities ### Accounting & Bookkeeping * Manage daily bank feed synchronization, transaction categorization, and reconciliations * Maintain the general ledger in compliance with GAAP standards * Prepare and post journal entries, accruals, and month-end adjustments * Perform reconciliations for bank and balance sheet accounts * Process accounts payable, expense categorization, and vendor documentation * Review, process, and send invoices through ConnectWise PSA * Record and reconcile incoming payments from multiple platforms * Support collections and communicate with clients regarding billing inquiries ### Quote Desk & Procurement * Respond to quote requests with same-day turnaround whenever possible * Research vendor pricing and create quotes, sales orders, and purchase orders * Apply appropriate pricing and markup strategies * Follow up on pending quotes, vendor deliveries, and open orders * Coordinate with sales and project teams regarding order status and timelines * Create and maintain client agreements and procurement documentation ### Compliance, Payroll & Reporting * Enter and reconcile payroll data in QuickBooks * File sales tax and California e-waste tax returns * Prepare and file annual 1099 forms * Support CPA firms during audits and tax preparation * Manage m