Full Charge Bookkeeper

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

At Lutz Tech, we’re more than a technology provider—we’re innovators, problem-solvers, and trusted advisors committed to driving success for our clients. Our diverse range of services includes outsourced IT, data analytics, and technology consulting, all tailored to solve complex challenges and deliver meaningful results. Whether it’s leveraging data to uncover new opportunities, optimizing business tools like Microsoft Teams, or protecting organizations from cyber threats, we empower businesses to thrive in a fast-paced digital world.

We combine cutting-edge expertise with a collaborative, people-first approach (plus some serious gaming skills).

We like it here, and we think you will, too.

MAKE AN IMPACT

As a Full Charge Bookkeeper for Lutz Tech, you will:

• Process Accounts Payable Daily, including entering vendor invoices and matching to purchase orders, processing recurring/monthly invoices (~300), coding invoices to corporate credit card transactions, and scheduling ACH/check payments
• Manage Accounts Receivable, recording and applying customer deposits/payments, preparing monthly AR statements, and reconciling PSA to Quick Books daily
• Execute Monthly Billing, setting up new agreements and managing onboarding/offboarding of projects, creating monthly down payment and progress billings for projects, preparing ancillary cost worksheets, and generating invoices for labor, items, and products received
• Oversee Purchase Order Workflow, running received reports, printing vendor invoices and POs, and serving as backup for procurement processing
• Perform Monthly Reconciliations, including credit cards, bank statements, petty cash, inventory, down payments, progress billings, and PSA invoices to Quick Books invoices to ensure accuracy
• Handle Taxes & Compliance, preparing, submitting and paying monthly sales tax returns, maintaining 1099 vendor records, and completing annual 1099 reporting
• Support Year-End Close, providing documentation for external CPA/auditors and recommending/implementing process improvements within accounting workflows
• Supervise, Train, & Mentor Team Members while modeling integrity, self-discipline, and attention to detail

QUALIFICATIONS

• 5+ Years of Experience in bookkeeping or accounting with hands-on AP, AR, billing, and reconciliations; familiarity with Quick Books and a PSA/project system
• Education:
  
  High school diploma required;
  Associate’s degree in Accounting, Finance, or related field preferred
• Skills:
  
  Proficiency in accounting software (Quick Books or similar) and strong Microsoft Excel/Office skills; ability to learn PSA or similar platforms
• Core Competencies:
  
  Exceptional attention to detail, organizational and time-management skills, strong written and verbal communication, and ability to work independently while maintaining confidentiality
• Problem-Solving:
  Analytical mindset with ability to research and resolve discrepancies efficiently

BENEFITS

Investments & Incentives

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives

Lifestyle Balance

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings

Professional Development

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks