Customer Service Representative / Bookkeeper

Bookkeeper / Customer Service Representative

We are seeking a detail-oriented and customer-focused Bookkeeper / Customer Service Representative to support our day-to-day financial operations while serving as a key point of contact for customers and vendors. This hybrid role requires a strong accounting foundation combined with excellent communication and organizational skills. The ideal candidate will have hands-on experience with Accounts Receivable (AR), Accounts Payable (AP), purchase orders, inventory management, and SAGE accounting software, along with a service-oriented mindset.

Key Responsibilities

Accounting & Financial Operations

Process and manage Accounts Payable and Accounts Receivable, including invoicing, collections, and vendor payments

Create, track, and reconcile purchase orders

Maintain accurate financial records and ensure proper documentation

Perform account reconciliations and assist with month-end close activities

Update and manage financial data within SAGE accounting software

Monitor and maintain inventory records, ensuring accuracy between systems and physical counts

Customer Service & Administrative Support

Serve as a primary point of contact for customer inquiries related to billing, orders, and account status

Communicate professionally with customers, vendors, and internal teams via phone, email, and written correspondence

Resolve billing discrepancies and customer concerns in a timely and courteous manner

Support order processing and coordination with internal departments

Assist with general administrative tasks as needed

Qualifications & Skills

2+ years of experience in bookkeeping, accounting, or a related role

Hands-on experience with AR/AP, purchase orders, and inventory tracking

Proficiency with SAGE accounting software (required or strongly preferred)

Strong attention to detail and high level of accuracy

Excellent verbal and written communication skills

Strong organizational and time-management abilities

Proficiency with Microsoft Excel and other office productivity tools

Ability to multitask and work effectively in a fast-paced environment

Preferred Qualifications

Experience in a customer-facing or customer service role

Knowledge of basic accounting principles and best practices

Experience supporting small to mid-sized businesses

$48,000 - $55,000 a year