Accounting Lead

Position Overview

Straight Edge Technology, a Texas-based Managed Services Provider, is committed to supporting businesses in Corpus Christi, San Antonio, and Dallas with our innovative and proactive IT solutions. We believe in fostering long-term partnerships built on trust, transparency, and reliability.

We are currently seeking a Lead Accountant to effectively manage our day-to-day accounting operations. This important position will focus on monthly client billing and ensuring accuracy in accounts receivable and payments. The Lead Accountant will play a key role in maintaining our accounting practices and billing integrity, collaborating with our external accounting partners as needed. We are looking for a dedicated, hands-on accountant who values consistency, accuracy, and a strong sense of responsibility.

Essential Functions

Monthly Client Billing and Accounts Receivable

• Own and process monthly recurring client invoices

• Review managed services, hardware, software, and usage-based charges for accuracy

• Ensure invoices align with contracts and billing schedules

• Distribute invoices and respond to client billing inquiries

• Create and issue credit memos and billing adjustments

• Manage collections and follow up on outstanding balances

Billing Systems and Payment Processing

• Create and edit invoices for hardware, software, mileage, and additional charges

• Initiate auto-pay and manual payments for select customers

• Receive, apply, and reconcile customer payments in QuickBooks Online (QBO)

• Deposit and reconcile received payments

• Set up and approve customer access in ConnectBooster

• Initiate and process Great America Financial agreement requests for approved quotes

Accounts Payable and Expense Oversight

• Enter, review, and pay vendor bills

• Allocate billable charges to tickets, projects, or purchase orders

• Record and reconcile company credit card transactions

• Collect and maintain invoices and receipts

• Review and approve employee expense reports in QBO and Autotask

• Manage prepaid expenses and related adjustments

Accounting Accuracy and Reconciliation

• Prepare journal entries, including prepaid expense adjustments

• Pre-reconcile bank accounts, credit cards, and lines of credit

• Maintain accurate accounting records across systems

• Support requests from external accounting partners

• Assist with bi-yearly inventory counts and reconciliation

• Close QuoteWerks sales orders into invoices and maintain documentation

Requirements

Required Qualifications

• Completion of at least a four year degree in Business Administration/Accounting or a convincing level of job experience that puts a bachelor's degree to shame

• 3-5 years of experience with Quickbooks Online

• Strong and demonstrable verbal and written communication skills

• Ability to follow directions and policies precisely as well as document some of your own when called to do so

• You are a Microsoft Excel Ninja

Benefits

• Competitive Pay

• Company subsidized medical, dental and vision insurance

• PTO

• Paid maternal/parental leave

• Company retirement plan

• Subsidized gym membership