David Cutler Accountants + Advisors ยท 1 day ago
Billing Specialist
David Cutler Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. The Billing Specialist will be responsible for preparing and processing client invoices, applying and reconciling payments, monitoring accounts receivable, and supporting collection efforts in a high-volume, fast-paced environment.
Responsibilities
Prepare, review, and process client invoices using CCH ProSystem Practice Management
Generate and analyze WIP (Work in Progress) and billing reports
Perform detailed reconciliation of billing, cash receipts, and accounts receivable balances
Review and edit pre-bills based on partner or management direction, ensuring accuracy and completeness
Apply and post client payments (checks, credit cards, ACH) accurately and timely
Prepare and reconcile daily deposits
Monitor aging reports and assist with collections follow-up on outstanding receivables
Research and resolve billing discrepancies, unapplied cash, and client account issues
Maintain accurate and detailed billing and collection notes
Respond professionally to client inquiries regarding invoices and statements
Maintain client and billing records with a high degree of accuracy
Support month-end close activities related to billing and AR
Perform other related duties and special projects as assigned
Qualification
Required
Minimum 3 years of experience in billing, collections, and accounts receivable
Demonstrated experience handling high-volume billing and AR transactions
Strong reconciliation skills with a high level of attention to detail
Solid technical aptitude and comfort working within billing and accounting systems
Proficiency in Microsoft Excel and other Microsoft Office applications
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong organizational, analytical, and problem-solving skills
Clear and professional written and verbal communication skills
Ability to work independently while collaborating effectively with a broader team
Preferred
Prior experience in a professional services environment (accounting, legal, consulting, or similar) strongly preferred
Associate's degree in Accounting, Finance, Business, or a related field preferred
Equivalent combination of education and relevant work experience will be considered
Benefits
Health, Dental, and Vision Insurance
Company-paid Life and Long-Term Disability Insurance
Optional supplemental benefits
Safe Harbor 401(k) plan with employer contributions
Professional development resources, including access to Becker and LinkedIn Learning
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
David Cutler Accountants + Advisors
David Cutler Accountants + Advisors is an established boutique accounting and advisory firm located in Tucson, Arizona with regional offices in Phoenix/Scottsdale and Pittsburgh/Murrysville, Pennsylvania.
Funding
Current Stage
Growth StageCompany data provided by crunchbase