Bookkeeper

Daisy - San Carlos

Bookkeeper

San Carlos, CA
Full Time
Paid
  • Responsibilities

    About Daisy At Daisy, we’re pioneering the future of smart spaces—making homes and offices more connected, comfortable, and joyful through technology. As the first national smart space installation and services company, we’re growing fast and are seeking a Bookkeeper in our San Carlos, California, location.

    Why You’ll Love This Role

    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.

    What You'll Be Doing

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

    Timely customer invoicing and overseeing 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 under 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 administration tasks

    What You Bring to the Team

    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

    Our Mission and Culture Mission: Enhance the human experience through smart spaces Vision: Become the most beloved brand in technology services

    Our core values guide everything we do:

    Delight: Deliver magical client experiences

    Accountability: Own your work with transparency and integrity

    Innovation: Embrace creativity to solve challenges

    Service: Put clients, teammates, and partners first

    You: Celebrate diverse backgrounds and perspectives

    Additional Information

    We maintain a smoke-, drug, and alcohol-free workplace on-site and when representing Daisy. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

    Please note: At this time, we are unable to sponsor work visas or consider candidates who require visa sponsorship now or in the future.

    Ready to Join a Mission-Driven Team?

    If you’re a detail-focused professional who loves numbers, technology, and teamwork, Daisy wants you! Help us build the future of smart living and apply today!

    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.