Part-Time Bookkeeper – The Summit Way™

Part-Time Bookkeeper – The Summit Way™

The Opportunity

We’re building a $100M world-class service company, and every great climb requires a strong foundation.
For us, that foundation includes accurate, timely, and trustworthy financials — so the leadership team can make informed, fast, and strategic decisions.

We’re looking for a part-time Bookkeeper (10–20 hours/week) who thrives on precision, loves numbers, and understands how critical accurate books are for scaling a business. This is an in-house role, working closely with our CEO and Integrator to support growth and major strategic initiatives, including developing and rolling out our new price book and subscription plans.

Why This Role Exists Now

We have a clear path to dramatically increase both revenue and profit.

To reach our goals, we need clean financial data, simple customer payment processes, and tight deposit systems that ensure we’re always funded and profitable.

This role anchors both the back-office accuracy and the customer-facing financial experience, providing the CEO with actionable insights while ensuring every customer touchpoint with money is simple, seamless, and worry-free.

The Current Reality

• Financials are accurate but need more consistency and proactive management.
• Some invoicing and deposit processes are manual, delayed, or inconsistent.
• Technicians sometimes leave gaps in job notes or billing details, requiring correction.
• Deposits for large repairs and installations need stricter tracking and accountability.
• We need a detail-oriented partner who will tighten these processes and keep money flow clean and simple.
  

Core Responsibilities

Daily/Weekly Tasks

• Record and categorize all financial transactions accurately in QuickBooks Online.
• Reconcile all bank and credit card accounts weekly.
• Enter bills, manage accounts payable, and prepare for timely payments.
• Process and record customer payments and deposits.
• Ensure same-day invoicing for all completed jobs, with simple, customer-friendly formatting.
  

Monthly Tasks

• Reconcile all accounts to ensure accuracy and completeness.
• Prepare month-end reports for the CEO and Integrator.
• Flag discrepancies, unusual expenses, or trends requiring attention.

Ongoing/As Needed

• Maintain accurate vendor and customer records.
• Assist with payroll data preparation (in coordination with payroll provider).
• Support budgeting and forecasting with accurate historical data.
• Provide financial snapshots and insights for decision-making meetings.
• Collaborate with the CEO and Integrator to create, test, and implement the new price book and subscription service plans.
• Ensure deposits are collected and tracked for larger repairs and installations before work begins.
• Partner with technicians and CSRs to verify job notes and billing details are complete in Jobber/CRM before job close-out.
  

Key Metrics of Success (KPIs)

• 100% on-time reconciliations and reporting.
• Zero unexplained discrepancies.
• 100% accurate transaction categorization.
• Same-day invoicing after job completion.
• 100% of deposits collected prior to repairs and installations.
• Zero invoice errors requiring customer correction.
• Timely rollout of the new price book and subscription plans.
  

Required Skills & Competencies

• Proven bookkeeping experience (full-charge bookkeeping preferred).
• QuickBooks Online expertise.
• Strong understanding of accounting principles.
• Experience managing invoicing and payment systems in service businesses preferred.
• Extreme attention to detail — zero tolerance for sloppy work.
• Proactive communicator — flags issues early and clearly.
• Highly organized, excellent time management.
• Comfortable working in-house only and collaborating directly with leadership.
  

Character Traits That Succeed Here

• Stewardship Mentality – Protects company resources, ensures money is tracked, safeguarded, and used wisely.
• All-In Ownership – Approaches the role with full accountability and commitment, as if the company’s success depends on their work.
• Calm Under Pressure – Stays steady even when deadlines are tight.
• Results-Oriented – Focused on accurate, actionable outputs that move the company forward.
• Proactive – Anticipates needs before being asked.
• Loyal & Trustworthy – Handles sensitive financial data with discretion and integrity.
• High Standards – Never settles for “good enough.”
  

This Role is NOT For You If You:

• Require remote work (this is in-house only).
• Need constant supervision.
• Are casual about deadlines or details.
• Struggle with accuracy or organization.
• Avoid asking questions when you see a potential issue.

First 90 Days

• Learn and align with The Summit Way™, financial processes, and chart of accounts.
• Take full ownership of recording and reconciliation.
• Deliver the first month-end report with 100% accuracy and on time.
• Suggest at least two bookkeeping process improvements.
• Partner with the CEO and Integrator on the initial rollout of the price book and subscription plans.

Reporting Structure

• Reports to: CEO (Visionary) & Operations Manager (Integrator)
• Collaborates with: Admin/Finance Support, External CPA, Leadership Team

Compensation & Hours

• Part-time: 10–20 hours/week, in-house only (no remote work).
• Flexible scheduling within business hours, with strict reporting deadlines.
• Competitive hourly rate based on experience.
• Opportunity to expand hours and responsibilities as the company scales.

Salary : $22 - $27