About this role
About the Client A Canada-based telecom services provider that delivers white-collar telecom solutions to small and medium-sized businesses, operating in Eastern Time as part of a growing portfolio backed by an experienced operator-investor. Why does this role exist? This role exists to ensure accurate, timely financial operations while the business scales. The company needs a specialist who can own full-cycle bookkeeping and payroll in Zoho, execute a high-volume monthly invoicing run in a single day, and improve cash flow through diligent receivables follow-up. By taking end-to-end ownership of these recurring workflows, you’ll free the CEO’s time and strengthen the company’s financial rhythm. Full-cycle bookkeeping (Zoho Books) Perform daily/weekly bank and credit card reconciliations Post journal entries and maintain accurate general ledger records Monitor accounts receivable aging and support month-end close Payroll processing (Zoho Payroll) Run payroll cycles, initiate payments to the bank, and email pay stubs Remit payroll deductions and prepare/file WSIB online Prepare and issue T4s for employees High-volume invoicing and billing Access a dedicated inbox to retrieve two invoices per customer (400 invoices total for 200 customers) Attach invoices to the correct customer in Zoho Books, verify line items/amounts, and send invoices Complete the full monthly billing run accurately within a single billing day Accounts receivable follow-up and client communication Send professional, concise follow-up emails to clients with outstanding balances Maintain AR notes and escalate issues or discrepancies to the CEO when needed Reconcile payments received and keep customer accounts current Workflow ownership and reporting Manage recurring weekly/monthly checklists and timelines with minimal supervision Prepare brief weekly summaries on invoicing status, AR, and reconciliations Identify minor process improvements to increase speed and accuracy