Job Title: Bookkeeper
Type of Company: HVAC commercial service and installation
Education: BS, Suffolk University
Previous Experience: I started as a clerk while I was still in high school and just loved accounting and understood it. While in college, I worked in accounting at a real estate auction company but got a lot of exposure to other aspects of accounting.
Job Tasks: I run the whole office for an eight-man service crew. I do all the accounting for accounts payable and account receivable and monthly bank reconciliation, resolving problems as they arise. I enter work orders for invoicing customers and receive payments when they come in. Also send out monthly invoices. When a customer does not pay I seek appropriate action to get payment. I also enter bills to be paid and make sure the vendor is billing us correctly. I make sure subcontractors are W-9 and I send out a 1099s to them once a year. I call in payroll once a week and make sure that if a service tech works overtime, the time is accounted for when billing the customer. I work with the accountant during tax time to make sure he receives all the reports he needs and i make journal entries that so he can find what needs to be adjusted.
We have an annual insurance audit and I need to be there for the auditors to get them all the information they need: certificates of insurance and payroll information and that kind of stuff. I also deal with insurance issue: it could be auto, workers comp or liability. Basically I do everything to make an office run smoothly, I am the only office person.
Best and Worst Parts of the Job: I like reconciling something when it does not add up. I enjoy looking for the discrepancy. Usually this happens when a bank statement does not match my records and I need to find the problem. Or when a large customer does not agree with a statement we send them, I need to spend the time to see if they are missing an invoice or if they sent a pavement that I did not receive.
But I dislike filing.
Job Tips: Accounting is simple but accuracy is a must. Employers want to see that you are precise and articulate and that you follow up on issues that arise. Courses are a must to keep up-to-date, especially on tax issues. Also there are so many aspects of accounting, before you pick an area of expertise I suggest that you know all areas to understand how the process works. Accounting is like a circle, one area will affect the other.
Click the Visit School Site buttons to go directly to a school's website and learn more about the school and programs it has to offer. School website will open in a new tab. .
Click the Request Info buttons to request more information from a representative at the school
CSU Global Campus - Marketing
You can get started on a new career with Institute of Technology.
Earn your degree or diploma on your schedule and succeed at Ashworth College.
Concordia University, Nebraska offers accredited Master of Education and Master of Science degree programs online to help advance your career and become a transformative leader.
A Rutgers business education prepares students for success – not just in their chosen fields but also in their lives.
Choosing a school and a new career path can be a very overwhelming process.
The Accounting Academy was founded in 2005 and has been continuously approved to operate by the California Bureau for Private-Pstsecondary Education.
ABCO Technology is an accredited computer training academy that offers diploma programs for individual students, professionals and companies to learn different areas of Information technology and seek gainful employment.
Congratulations! Your interest in Independence University is an important first step toward changing your life. A career-focused degree is the key to a career with a potentially higher income, better benefits, and more satisfaction.
The Secret to Getting Ahead is Getting Started
The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.
Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.
Most stories include:
Please also see our detailed information about Bookkeeping, Accounting, And Auditing Clerks, including: