Bookkeeper-Executive Operations Role Overview This position blends bookkeeping, sales operations, and executive organizational support. The ideal candidate is highly organized, detail-oriented, and able to keep a fast-moving business structured independently. Primary Responsibilities Financial & Bookkeeping Duties - Account reconciliation (bank accounts, credit cards, vendor charges) - Massachusetts sales tax filings through QuickBooks - Payroll processing and employee record maintenance - AP/AR management, invoicing, and payment tracking - Maintaining clean, audit-ready financial documentation Sales Infrastructure & Pipeline Support - Preparing quotes and updating pricing sheets - CRM management and pipeline organization - Coordinating customer follow-ups and communication - Weekly sales reporting - Supporting workflow automation and template accuracy Executive Organizational Support - Email triage and drafting simple replies - Digital organization of files, photos, receipts, and job documents - Task management and daily priority lists - Scheduling and logistics coordination - Vendor and customer communication Operational Support - Inventory and listing support - Job file organization - Maintaining process consistency and documentation standards - Preparing short daily or weekly progress summaries Required Skills & Competencies - QuickBooks proficiency - Strong computer literacy (Excel, cloud storage, email systems) - CRM familiarity and digital workflow tools - High attention to detail and structured workflow habits - Deadline management and clear communication skills Work Style Expectations - Self-directed, independent, and proactive - Calm under pressure - Maintains strict confidentiality with sensitive information