Customer Service Representative​/Bookkeeper

Overview

Job Title:
Bookkeeper / Customer Service Representative

Job Summary

We are seeking a detail-oriented and customer-focused Bookkeeper / Customer Service Representative to support our day-to-day financial operations while serving as a key point of contact for customers and vendors. This hybrid role requires a strong accounting foundation combined with excellent communication and organizational skills. The ideal candidate will have hands-on experience with Accounts Receivable (AR), Accounts Payable (AP), purchase orders, inventory management
, and SAGE accounting software
, along with a service-oriented mindset.

• Accounting & Financial Operations — Process and manage Accounts Payable and Accounts Receivable, including invoicing, collections, and vendor payments
• Create, track, and reconcile purchase orders
• Maintain accurate financial records and ensure proper documentation
• Perform account reconciliations and assist with month-end close activities
• Update and manage financial data within SAGE accounting software
• Monitor and maintain inventory records, ensuring accuracy between systems and physical counts
• Customer Service & Administrative Support — Serve as a primary point of contact for customer inquiries related to billing, orders, and account status
• Communicate professionally with customers, vendors, and internal teams via phone, email, and written correspondence
• Resolve billing discrepancies and customer concerns in a timely and courteous manner
• Support order processing and coordination with internal departments
• Assist with general administrative tasks as needed

• 2+ years of experience in bookkeeping, accounting, or a related role
• Hands-on experience with AR/AP, purchase orders, and inventory tracking
• Proficiency with SAGE accounting software (required or strongly preferred)
• Strong attention to detail and high level of accuracy
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Proficiency with Microsoft Excel and other office productivity tools
• Ability to multitask and work effectively in a fast-paced environment

• Experience in a customer-facing or customer service role
• Knowledge of basic accounting principles and best practices
• Experience supporting small to mid-sized businesses

$48,000 - $55,000 a year