Job Description
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 month-end close processes including COGS, depreciation, prepaids, and fixed assets
- Generate financial reports, reconciliations, and cash flow summaries
Systems & Operations
Maintain QuickBooks Online configurations and GL mappings
Ensure ConnectWise PSA and QuickBooks integrations function correctly
Manage ticket workflows in ConnectWise PSA, ensuring proper ownership and updates
Maintain organized documentation and operational accuracy across systems
2+ years of full-cycle bookkeeping or accounting experience
Strong understanding of GAAP and U.S./California accounting practices
Experience with QuickBooks Online
Sending quotes to clients.
Working directly with sales.
Strong organizational skills and attention to detail
Excellent written communication and client-facing professionalism
Ability to multitask and work with urgency in a fast-paced environment
Comfortable following up proactively and managing multiple workflows simultaneously
Ability to work Pacific Time business hours remotely
Nice to Have
Experience working in an MSP, IT services, or technology-driven company
Procurement or quote desk experience
Familiarity with IT products, vendors, and purchasing workflows
ConnectWise Manage PSA certification or advanced experience
Experience with payroll processing and tax filing
Experience improving workflows through automation or AI tools
Work remotely Monday - Friday, 40 hours a week (no weekends)
Vacation: 10 business days a year
Holidays: 5 National Holidays a year
Company Holidays: 5 Company Holidays a year (Christmas Eve, Christmas Day, New Year’s Eve, New Year’s Day, Zipdev Day)
Parental Leave
Health Care Reimbursement
Active Lifestyle Reimbursement
Quarterly Home Office Reimbursement
Payroll Deduction Purchase Plans
Longevity Bonus
Continuous Learning Bonus
Access to Training and Professional Development Platforms
Did we mention it’s REMOTE?!!
One of our core values at Zipdev is “Be authentic.” that’s why we encourage you to answer the application form in your own words; we are interested in getting to know you, not a digital assistant.
Wondering how our remote environment or our payment method work? We’ve put together some helpful answers in our FAQs at the bottom our our career site. Take a look and let us know if you have any other questions!
