Accounts Receivable

• Manage the full invoicing and collections cycle, from invoice creation to final payment.
• Track and report on every outstanding balance using clear, consistent systems.
• Maintain a structured follow-up schedule via email, calls, and reminders.
• Communicate clearly and tactfully with clients, firm but friendly.
• Keep a detailed record of each interaction in the CRM or shared log for visibility.
• Post payments and reconcile records in QuickBooks (or similar platform).
• Flag discrepancies early and keep accounts accurate and up to date.
• Generate weekly AR reports highlighting balances, progress, and any risks.
• Provide administrative and data entry support as needed.
• Maintain and update internal tracking databases for vehicles, tools, and equipment.
• Partner with leadership to refine collection workflows and improve efficiency.

Accounts Receivable Specialist

Accounts Receivable Specialist