Customer Service Representative / Bookkeeper

Job Title: Bookkeeper / Customer Service Representative

Job Summary
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

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