Bookkeeper

Family-Owned. Fast-Growing. People-Focused.

First Mate Heating & Cooling is a locally owned residential HVAC company serving the Kansas City metro since 1971. We’re growing quickly and expanding our office and financial operations. We are looking for a highly organized, detail-oriented Bookkeeper who can keep our financials accurate, up-to-date, and clean — and help support a smooth-running business.

This role is ideal for someone who enjoys structure, takes pride in accuracy, and thrives in a small, tight-knit office environment. You’ll work closely with the Owner and Operations Manager and play a meaningful role in supporting a company that values integrity, transparency, and excellence.

Responsibilities

Daily & Weekly Bookkeeping

• Record and categorize daily transactions in QuickBooks Online
• Reconcile bank accounts, credit cards, and vendor payments
• Process bills, receipts, reimbursements, and AP/AR
• Manage contractor/vendor invoices and verify accuracy
• Ensure all transactions have proper documentation

Financial Reporting

• Prepare weekly financial summaries (e.g., money-in, money-out, cash flow)
• Support monthly close process
• Maintain clean, audit-ready books at all times
• Provide accurate reporting for leadership reviews

Payroll & HR Support

• Review timesheets and exported payroll data from ServiceTitan
• Compile hours, commissions, bonuses, and reimbursements for payroll
• Track PTO and attendance
• Ensure timely payroll submission

Administrative & Operational Support

• Maintain organized digital filing systems
• Assist with vendor setup, W-9s, and annual 1099 preparation
• Support the owner with financial tasks as needed
• Jump in to help the office team during busy times (light phones, data entry)

• 2+ years of bookkeeping or accounting experience (preferred)
• Strong knowledge of QuickBooks Online
• Familiarity with AP/AR, reconciliations, and month-end processes
• High attention to detail — you catch small errors before they become big problems
• Strong organizational and time-management skills
• Comfortable working in a small, fast-paced office
• HVAC, construction, or home service industry experience is a plus
• ServiceTitan experience is a bonus (not required)

• Competitive pay based on experience
• Health and dental insurance (after probationary period)
• 401(k) retirement plan
• Paid time off and holidays
• Stable, family-owned company with a 50+ year reputation
• Supportive, positive team culture
• Clear processes and structure to help you succeed