Accounting firm Billing manager & contract management

Job Title: Billing & Engagement Letter Maintenance Expert

Job Type: Part-Time, Contract
Hours: ~5 hours per month (Daily Check-in Required)
Pay: $7 per hour

Job Overview:

We are looking for a detail-oriented Billing & Engagement Letter Maintenance Expert to oversee client billing and ensure engagement letters are up to date and properly maintained. This role requires a daily check-in to review billing processes, verify client agreements, and ensure accuracy in financial records.

Key Responsibilities:

Billing Management:

Review and process invoices in QuickBooks Online (QBO) or other billing platforms.

Ensure clients are billed accurately and in a timely manner.

Track payments and follow up on overdue invoices.


Engagement Letter Maintenance:

Update and maintain engagement letters for all clients.

Verify that agreements align with services provided.

Ensure proper documentation and storage of client agreements.


Daily Check-In Tasks:

Review new client agreements and update records accordingly.

Verify that all invoices are accurate and address any discrepancies.

Communicate with the team regarding any outstanding billing or agreement issues.


Client & Team Coordination:

Ensure clients have signed and returned engagement letters before work begins.

Work closely with the bookkeeping team to ensure billing and service agreements match.



Qualifications & Skills:

Experience in billing, invoicing, and client contract management.

Proficiency in QuickBooks Online (QBO) and/or other invoicing platforms.

Strong attention to detail and ability to work independently.

Excellent organizational and time management skills.

Experience with engagement letters, contracts, or legal documentation is a plus.

Ability to check in daily (even briefly) to keep processes running smoothly.


Additional Details:

Remote position with flexible hours.

Daily check-in required (but tasks will likely take minimal time per day).

Estimated 5 hours per month.

Pay: $7 per hour.


If you’re a highly organized professional who enjoys keeping billing and client agreements in order, apply today!