What are the responsibilities and job description for the Bookkeeper position at Lakeside Mechanical Services, LLC?
ABOUT US
Lakeside Mechanical Services is a locally owned commercial HVAC contractor with over 25 years serving Northern Colorado. Our clients include schools, healthcare facilities, government buildings, and commercial properties. We provide HVAC maintenance, service and installation/construction while taking pride in operating a professional, organized business. We use QuickBooks Online and ServiceTitan to manage our operations.
POSITION OVERVIEW
We are looking for a reliable, detail-oriented Bookkeeper to manage the day-to-day financial operations of our company. This is a full-time, in-office role with direct visibility to the owner. You will be the primary person responsible for keeping our books accurate, our vendors paid, our clients invoiced, and our filings on time.
KEY RESPONSIBILITIES
• Process and code all vendor invoices; manage accounts payable and ensure timely payments
• Create and send client invoices; post payments and follow up on outstanding accounts receivable
• Code and reconcile credit card transactions, fleet card charges, and bank accounts monthly
• Track and collect missing receipts; ensure all expenses are documented and coded to jobs
• Process payroll and maintain accurate employee records
• File monthly Colorado sales tax and manage annual 1099 subcontractor reporting
• Maintain organized, up-to-date books in QuickBooks Online
• Communicate with vendors, subcontractors, and clients regarding billing questions
• Support year-end close and provide records to the company CPA as needed
QUALIFICATIONS
• 3 years of bookkeeping or accounting experience
• Proficiency in QuickBooks Online (QBO) required
• Experience with accounts payable, accounts receivable, and bank reconciliations
• Payroll processing experience (Gusto or similar)
• Familiarity with sales tax filing procedures
• High attention to detail and strong organizational skills
• Ability to manage multiple tasks and meet recurring deadlines independently
• Confidentiality and discretion with sensitive financial information
• Experience in construction, HVAC, or field service is a plus but not required
HOW TO APPLY
Send your resume to michelle@lakeside-pro.com with the subject line:
Bookkeeper Application - Lakeside Mechanical
- This is an in-person position. Applicants must be able to commute to or relocate to Loveland, CO 80538 prior to their start date.