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 

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 

• Competitive Pay 

• Company subsidized medical, dental and vision insurance 

• PTO 

• Paid maternal/parental leave 

• Company retirement plan 

• Subsidized gym membership