Full-Charge Bookkeeper & Office Manager

The Professional Tree Care Company • Martinez, CA

22d • $89,500 - $93,670 • Onsite

About The Position

Professional Tree Care is hiring a hands-on Full-Charge Bookkeeper who will also serve as the Office Manager for one of our sister companies based near Martinez, CA. Reporting to our General Manager, you’ll work closely with a Field Operations Manager and be the financial and operational backbone for a trades-focused business that serves homeowners across the East Bay. This role suits a detail-oriented self-starter with accounting expertise, strong people skills, and, ideally, experience in the trades or home services industry.

Requirements

• Excellent leadership and communication skills; proven supervisory experience. Best if you have experience overseeing a group of at least 5 people; more is even better.
• 5+ years bookkeeping experience; full charge/bookkeeper or office manager experience required. Best if you have served in both roles.
• Strong working knowledge of QuickBooks Online or Desktop. Even better if you know Sage Intacct. Must be comfortable importing/exporting data and using add-ons.
• Payroll experience (ADP, Gusto, or similar) and familiarity with payroll tax filings.
• Organized, proactive, able to manage multiple priorities and deadlines.
• Experience with job costing, estimates, change orders, and construction/trades accounting preferred.
• Experience working directly with homeowners and subcontractors in residential services a strong plus.
• Proficient with MS Excel and cloud-based CRM tools such as Salesforce; experience with scheduling/dispatch software a plus.
• Associate degree in accounting, bookkeeping certificate, or equivalent practical experience preferred. Bachelor’s degree preferred.
• Must be available to work in the U.S. without sponsorship.
• Must have your own reliable transportation since our location is not reachable by public transportation.
• Must pass criminal background check, drug test, and professional references inquiries from at least two positions where you did work relevant to this role.
• This role is best suited for someone seeking a position for a minimum of five (5) years.

Nice To Haves

• Bilingual English/Spanish.

Responsibilities

• Serve as the company’s “Office Parent”, leader, and sole point of contact for high level administrative issues including H.R, annual benefits renewal, E.D.D, hiring/performance reviews/write-ups/terminations, legal issues, compensation increases, bonuses: all things related to keeping your people happy. You’ll also serve as the main point of contact to Professional Tree Care.
• Full-charge bookkeeping: maintain general ledger, accounts payable/receivable, bank reconciliations, credit card and petty cash management, payroll processing, sales tax and use tax prep support
• Month-end close, prepare financial statements, and coordinate with external CPA for quarterly/annual filings
• Job costing and profitability tracking by project; monitor margins and change orders
• Ensuring your team is collecting payment from homeowners on the day service is rendered (via PayPal, Apple Pay, Venmo, check, etc.). Oversee collections, deposits, and retention tracking, manage billing disputes, and set up lay-away tree care/payment plans with customers if needed.
• Oversee all staff who work on your site throughout the day. This includes an administrative staff of three, a mechanic, and a sawmill operator who doubles as Facilities Manager. You will be assigning tasks, setting priorities, training, and checking in with folks to know if they’re happy/unhappy, taking vacation, planning to move, working too hard/hardly working, etc.
• Oversee office operations: facilities, and IT/admin systems, etc. and mentor an Admin who takes care of supplies and purchasing branded gear, safety equipment, truck magnets, etc.
• Implement process improvements and new software systems as required by the parent company such as Sage, ADP, and ADP’s time-tracking software, ECONZ.
• Ensure compliance with payroll, tax, licensing, and insurance requirements.
• Produce regular operational and financial reports for leadership.
• Support Field Operations Manager as needed
• Work closely with the accounting, HR/Payroll and senior management staff at the parent company to align reporting, processes, and annual goals

Benefits

• Paid health insurance, time off, and paid sick leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree