QuickBooks Online and HaloPSA, HubSpot Billing Specialist

Job Posting: Fractional Controller / Accountant / Bookkeeper

Proactive Risk (www.proactiverisk.com) is growing, and we’re looking for a skilled professional to join our team! As a small but dynamic services company that also resells products, we need someone to help us streamline and manage our financial operations remotely.

We’re seeking a detail-oriented and proactive individual to take on a combination of roles: Fractional Controller (advisory), Accountant (chart of accounts), and Bookkeeper (weekly tasks). If you thrive in a hands-on, fast-paced environment and enjoy improving systems, we’d love to hear from you!

What You’ll Do

• Chart of Accounts Management: Maintain and classify financial records, ensuring accuracy and organization.

• Weekly Financial Reviews: Reconcile accounts, review vendor payments, and oversee client billing.

• Payroll Support: Use TSheets/Intuit Time Tracking to manage W2 employees and contractors, ensuring accurate QuickBooks Online Payroll processing.

• System Optimization: Download statements, reconcile accounts, and provide recommendations during weekly discussions to improve financial systems and processes.

• Software Integration Oversight: Leverage HaloPSA (service tool) and HubSpot (sales and marketing tool), both integrated with QuickBooks Online, to streamline operations.

• Collaboration with CPA: Work with our external CPA on miscellaneous Q&A and end-of-year tax preparation.

What We’re Looking For

• Experience: Proven expertise in bookkeeping, accounting, and payroll management. Familiarity with QuickBooks Online is essential.

• Skills: Knowledge of HaloPSA and HubSpot integration is a strong plus.

• Detail-Oriented: Ability to classify transactions accurately and keep financial systems in top shape.

• Proactive Communication: Comfortable discussing challenges and proposing solutions during weekly check-ins.

• Remote Work Skills: Self-motivated, organized, and efficient in managing tasks independently.

Why Join Us?

At Proactive Risk, we’re a close-knit team focused on delivering exceptional services while embracing innovation. As part of our team, you’ll have the opportunity to make a real impact, optimize systems, and contribute to the growth of a forward-thinking company.

Ready to Apply?

If this sounds like the right fit for you, we’d love to hear from you! Reach out today and let’s start the conversation.

Apply Job!