What are the responsibilities and job description for the Book Keeper position at Guardian Roofs?
Benefits:
| Feature | Requirement | Software | Expert-level QuickBooks Online/Desktop & AccuLynx experience.
| Industry | Minimum 2 years in Construction/Trades (Roofing preferred).
| Knowledge | Strong understanding of California labor laws and mechanics' lien laws.
| Traits | High attention to detail; ability to "detective" discrepancies between CRM and Accounting software.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to SRS - Toolbelt.
- Competitive salary
- Health insurance
- Training & development
- Financial Management & Integration
- Software Syncing: Manage the daily data flow between AccuLynx and QuickBooks to ensure job costs, invoices, and payments are mirrored accurately.
- Accounts Payable (AP): Process vendor invoices and ensure they are assigned to the correct job folders.
- Accounts Receivable (AR): Monitor "Job Progress" status in AccuLynx; generate and send progress billings, final invoices, and statements to homeowners or insurance adjusters.
- Bank Reconciliation: Perform weekly reconciliations of all bank and credit card accounts within QuickBooks.
- Job Costing: Maintain granular tracking of "Estimated vs. Actual" costs. Alert management if a project’s labor or material spend exceeds the AccuLynx estimate.
- Subcontractor Management: Verify that all "1099" crews have active General Liability and Workers' Comp insurance certificates on file before processing payments.
- Payroll Processing: Manage weekly payroll for in-house crews, including tracking California-specific overtime and prevailing wage requirements if applicable.
- Regulatory Filings: Prepare and file Southern California local sales taxes and assist with annual Workers' Comp audits.
- Cash Flow Forecasting: Provide weekly reports on "Cash on Hand" vs. "Upcoming Trade Payables."
- Profitability Analysis: Generate monthly P&L statements per project type (e.g., Residential Reroof vs. Commercial Repair).
| Feature | Requirement | Software | Expert-level QuickBooks Online/Desktop & AccuLynx experience.
| Industry | Minimum 2 years in Construction/Trades (Roofing preferred).
| Knowledge | Strong understanding of California labor laws and mechanics' lien laws.
| Traits | High attention to detail; ability to "detective" discrepancies between CRM and Accounting software.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to SRS - Toolbelt.