Bookkeeping Specialist

About This Role

The Bookkeeping Specialist maintains accurate financial records, tracks performance, and supports the company's growth by ensuring reliable, timely, and decision-ready financial information for leadership.

Responsibilities

• Maintain accurate and up-to-date financial records in Peachtree Sage 50
• Record and reconcile daily financial transactions, including Sales, Purchases, Receipts, Payments
• Manage Accounts Payable and Accounts Receivable, ensuring accuracy and timeliness
• Prepare regular bank and account reconciliations for audit
• Ensure transactions are properly coded and supported with documentation
• Prepare and distribute weekly, monthly, quarterly, and annual financial reports
• Support budgeting and forecasting activities
• Identify discrepancies, trends, or concerns and escalate to management as needed
• Maintain financial data in a clear, organized, and audit-ready format

Requirements

• Proficiency in Peachtree Sage 50
• Proficiency in MS Excel
• Strong understanding of accounting principles and managerial/financial reporting
• Experience with managerial accounting concepts
• High attention to detail with strong organizational skills
• Ability to work independently and manage multiple priorities
• Clear written and verbal communication skills
• Experience supporting small-to-mid-sized business operations
• Experience with customer service communications with regard to A/R collections

Skills

* Required skills