AP/AR/Bookkeeper

• Generate accurate invoices for:

  • Equipment rentals (portable toilets, sinks, etc.).

  • Event and construction job rentals.

  • Temporary fence rentals.

• Ensure proper billing based on service frequency, delivery/pickup dates, and contract terms.

• Monitor AR aging and proactively follow up on past-due accounts.

• Apply customer payments (check, ACH, credit card) and reconcile discrepancies.

• Work closely with the office team to verify service completion and resolve billing issues.

• Maintain accurate customer account records and pricing structures.

• Issue refunds via ERP or credit card processing provider when instructed.

• Collect/receive vendor invoices, organize, and deliver to owners for approval.

• Work with owners to issue payments via check, ACH, or credit card.

• Reconcile vendor statements and resolve discrepancies.

• Track recurring expenses and identify cost inconsistencies.

• Maintain accurate records in accounting software (e.g., QuickBooks or similar)

• Perform bank and credit card reconciliations.

• Assist ownership with cash flow visibility and reporting.

• Perform internal bank account transfers as needed. 

• Communicate with dispatch/operations team to confirm:

  • Service frequencies.

  • Unit counts and placements.

  • Delivery and pickup timing.

• Ensure billing aligns with actual field activity.

• Help improve systems for tracking rentals, services, and billing accuracy.

• Maintain organized financial and contract records.

• Assist with year-end reporting and coordination with external CPA.

• Ensure compliance with internal controls and accounting best practices.

• Experience in bookkeeping, AP/AR, or similar role.

• Strong understanding of accounting fundamentals.

• Experience with QuickBooks or similar accounting systems.

• Proficiency in Excel.

• High attention to detail and accuracy.

• Ability to work independently and take ownership of financial processes.

• Strong communication skills, especially working with operations teams.

• Experience in service-based, rental, or construction-related businesses.

• Familiarity with recurring billing and route-based invoicing.

• In-office role within a small team.

• Fast-paced, operations-driven environment.

• High level of responsibility and autonomy.

• Direct interaction with the ownership and operations team.

This role is critical to ensuring accurate billing, strong cash flow, and smooth financial operations. In a service and rental-based business, attention to detail and alignment between field activity and billing directly impacts profitability. This position offers the opportunity to take ownership of the company’s financial processes and help improve systems as the business continues to grow.