Bookkeeper

Daisy - San Carlos

Bookkeeper

San Carlos, CA
Full Time
Paid
  • Responsibilities

    Overview

    Daisy is a national smart space installation and services company that simplifies smart home and office technology to make it work optimally, solving one of the biggest in-home problems today and bringing more joy into the lives of our clients

    As we expand, we’re seeking a detail-oriented and proactive Bookkeeper to support our financial operations and help us scale efficiently. This position will report to the Senior Accounting Manager.

    Key Responsibilities

    Maintain accurate and timely records of accounts payable, accounts receivable, and general ledger entries

    Timely customer invoicing, and oversee collections

    Manage vendor and credit card payments

    Reconcile bank, credit card, and merchant accounts monthly

    Prepare and review monthly financial statements, job cost reports, and cash flow forecasts

    Monitor inventory, COGS, and project profitability

    Support accurate and compliant revenue recognition in accordance with ASC 606, based on project milestones and service delivery

    Track deferred revenue and ensure proper timing of income recognition for multi-phase installations

    Manage 1099 Tax Filings

    Ensure systems are aligned and reconciled between QuickBooks Online, NetSuite, and project management tools

    Coordinate with leadership to manage budgeting and forecasting

    Ensure proper sales tax tracking and filing for multiple jurisdictions

    Support inventory and cost of goods sold tracking

    Ensure integration and accuracy across QuickBooks Online, NetSuite, and CRM/inventory systems

    Support the local San Carlos branch with office administrations tasks

    Qualifications

    3+ years of experience in accounting or bookkeeping, preferably in a service-based or technology/installation business

    Proficiency in QuickBooks Online is required

    Experience with NetSuite is highly preferred

    Solid understanding of GAAP accounting principles

    Familiarity with job costing, inventory, and project-based accounting

    Strong attention to detail and organizational skills

    Proficient in Excel and other cloud-based tools (Google Workspace, Dropbox, etc.)

    Ability to work independently, manage multiple priorities, and meet deadlines

    Excellent communication skills and ability to work cross-functionally

    Work Environment & Expectations

    This is a hybrid role based in San Carlos, CA

    In-office presence required 3 days per week for collaboration, vendor coordination, and documentation management

    Remaining time can be remote/flexible

    What We Offer

    Competitive salary (commensurate with experience)

    Flexible work schedule with hybrid flexibility

    Opportunity to join a growing business in the smart tech industry

    Supportive, entrepreneurial team environment

    Exposure to innovative technologies and integration workflows

    Additional Information

    We are a smoke, alcohol and drug free environment. This includes our buildings, vehicles, and job sites and/or when wearing our apparel.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    We have become aware of fraudulent job offers being made under Daisy’s name. These offers include sending funds to applicants as part of a fake onboarding process. Please be advised: Daisy does not send money, ask for payment, or request financial info during hiring. All legitimate job postings are listed HERE. If you receive a suspicious offer, contactreportfraud@daisyco.com

    Flexible work from home options available.

    This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to Daisy Corporate.

    We have become aware of fraudulent job offers being made under Daisy’s name. These offers include sending funds to applicants as part of a fake onboarding process. Please be advised: Daisy does not send money, ask for payment, or request financial info during hiring. All legitimate job postings are listed below on this page. If you receive a suspicious offer, contactreportfraud@daisyco.com