The Role
Manage internal bookkeeping, reconcile bank/credit card/GL accounts, prepare client invoices and monitor collections, assist with monthly/quarterly financial reporting and audits, track expenses and budgets, and collaborate with teams to ensure accurate billing.
Summary Generated by Built In
Wei, Wei & Co., LLP (WWC) is a dynamic, growth-oriented CPA firm serving clients across the U.S. and internationally. We are seeking a seasoned Internal Bookkeeping & Billing Specialist to join our internal finance team. This is not an entry-level role—ideal candidates will bring hands-on, lived experience in managing bookkeeping, billing, and financial reporting within a professional services environment.
If you are a detail-driven, proactive professional with a passion for accuracy and efficiency, we’d love to hear from you.
If you are a detail-driven, proactive professional with a passion for accuracy and efficiency, we’d love to hear from you.
Key Responsibilities
Duties & Responsibilities (include, but are not limited to):
- Bookkeeping & Reconciliation: Maintain accurate books, reconcile accounts (bank, credit card, GL), and ensure proper allocation of all transactions.
- Billing & Invoicing: Prepare timely client invoices, monitor outstanding balances, and proactively resolve discrepancies.
- Financial Reporting: Assist in monthly/quarterly reporting, and support audits with well-organized documentation.
- Expense Management: Track expenses, monitor budget adherence, and provide insights on cost control.
- Collaboration: Partner across teams to ensure accurate billing inputs and maintain open communication with clients when needed.
Qualifications
- Experience Required: Minimum 2–5 years in bookkeeping and billing (CPA firm, law firm, or professional services experience preferred).
- Proficiency in accounting systems (QuickBooks or similar) and Excel/MS Office Suite.
- Strong attention to detail and accuracy; ability to manage multiple priorities.
- Professional integrity, discretion with financial information, and excellent communication skills.
This role is a great fit if you thrive in a fast-paced professional services environment, take ownership of your work, and enjoy being a key contributor to the financial stability of the firm.
About
Each day brings new and crucial decisions, and good decisions require knowledge and confidence - the confidence to act with certainty. The confidence and certainty you'll find behind the results from Wei, Wei and Co., LLP.Choosing Wei, Wei and Co., LLP as your Accounting Partner could make the difference between merely getting off the ground and soaring to new financial heights.
Skills Required
- 2-5 years bookkeeping and billing experience (CPA firm, law firm, or professional services preferred)
- Proficiency with QuickBooks or similar accounting systems
- Proficiency with Excel and Microsoft Office Suite
- Strong attention to detail and accuracy; ability to manage multiple priorities
- Professional integrity and discretion with financial information
- Excellent communication skills
- Experience in a CPA firm or professional services environment
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The Company
What We Do
Wei, Wei & Co., LLP is a full-service accounting firm offering audit, tax, management advisory, bookkeeping, and specialized digital asset accounting services to businesses and professionals.
