Job Description
Job Description
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)
Requirements
- 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)
Benefits
- 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