Accounting, Procurement Specialist

Zipdev

Remote Accounting & Procurement Specialist managing bookkeeping tasks and quote desk operations for clients. Collaborating closely with sales, service, and operations teams to ensure timely financial processes.

Posted 6/23/2026contractRemote • 🇧🇷 BrazilJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Manage daily bank feed synchronization, transaction categorization, and reconciliations
Maintain the general ledger in compliance with GAAP standards
Prepare and post journal entries, accruals, and month-end adjustments
Perform reconciliations for bank and balance sheet accounts
Process accounts payable, expense categorization, and vendor documentation
Review, process, and send invoices through ConnectWise PSA
Record and reconcile incoming payments from multiple platforms
Support collections and communicate with clients regarding billing inquiries
Quote Desk & Procurement
Respond to quote requests with same-day turnaround whenever possible
Research vendor pricing and create quotes, sales orders, and purchase orders
Apply appropriate pricing and markup strategies
Follow up on pending quotes, vendor deliveries, and open orders
Coordinate with sales and project teams regarding order status and timelines
Create and maintain client agreements and procurement documentation
Compliance, Payroll & Reporting
Enter and reconcile payroll data in QuickBooks
File sales tax and California e-waste tax returns
Prepare and file annual 1099 forms
Support CPA firms during audits and tax preparation
Manage month-end close processes including COGS, depreciation, prepaids, and fixed assets
Generate financial reports, reconciliations, and cash flow summaries
Systems & Operations
Maintain QuickBooks Online configurations and GL mappings
Ensure ConnectWise PSA and QuickBooks integrations function correctly
Manage ticket workflows in ConnectWise PSA, ensuring proper ownership and updates
Maintain organized documentation and operational accuracy across systems

Requirements

What you’ll need

2+ years of full-cycle bookkeeping or accounting experience
Strong understanding of **GAAP** and U.S./California accounting practices
Experience with **QuickBooks Online**
Sending quotes to clients.
Working directly with sales.
Strong organizational skills and attention to detail
Excellent written communication and client-facing professionalism
Ability to multitask and work with urgency in a fast-paced environment
Comfortable following up proactively and managing multiple workflows simultaneously
Ability to work Pacific Time business hours remotely
Nice to Have
Experience working in an **MSP, IT services, or technology-driven company**
Procurement or quote desk experience
Familiarity with IT products, vendors, and purchasing workflows
ConnectWise Manage PSA certification or advanced experience
Experience with payroll processing and tax filing
Experience improving workflows through automation or AI tools

Benefits

Comp & perks

Work remotely Monday - Friday, 40 hours a week (no weekends)
Vacation: 10 business days a year
Holidays: 5 National Holidays a year
Company Holidays: 5 Company Holidays a year (Christmas Eve, Christmas Day, New Year's Eve, New Year's Day, Zipdev Day)
Parental Leave
Health Care Reimbursement
Active Lifestyle Reimbursement
Quarterly Home Office Reimbursement
Payroll Deduction Purchase Plans
Longevity Bonus
Continuous Learning Bonus
Access to Training and Professional Development Platforms
Did we mention it's REMOTE?!!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

bookkeepingaccountingGAAPjournal entriesreconciliationsaccounts payablepayroll processingfinancial reportingtax filingprocurement

Soft Skills

organizational skillsattention to detailwritten communicationclient-facing professionalismmultitaskingurgencyproactive follow-upworkflow management

Certifications

ConnectWise Manage PSA certification