KerberRose · 9 hours ago
Accounting Associate – Accounts Receivable and Collections
Green Bay, WI
Full-time
Onsite
Entry Level
2+ years expKerberRose is a trusted advisor for accounting, tax, and business services across Wisconsin. The Accounting Associate will manage cash inflow, process payments, and oversee client collections, ensuring accuracy and efficiency in financial operations.
Accounting
Responsibilities
Maintain accounts receivable records, ensuring aging is current, credits and collections are applied, and discrepancies resolved
Perform daily cash management duties including recording bank deposits, maintaining cash receipt logs, and posting cash to the AR sub-ledger
Monitor and collect accounts receivable through phone, email, and mail communication
Encourage and support timely payments from clients
Ensure efficient processes and minimal delays in workflow
Oversee finance charge applications and distribute client statements on the 10th of each month
Prepare and send WIP reports on the last day of each month
Prepare and send AR Summary reports on the 10th of each month
Identify opportunities to improve financial operations
Perform other duties as assigned
Complete credit card and bank account reconciliations
Process due invoices for payment
Enter monthly recurring journal entries
Provide ad hoc analysis and reporting as needed
Monitor the accounts receivable ledger and identify overdue accounts
Contact clients with overdue balances to collect payment or negotiate installment arrangements
Use credit bureau data, postal information, and online tools to locate clients with outdated contact information
Maintain records of all collection attempts and payments received
Submit regular updates on unpaid accounts and repayment progress
Prepare and send monthly delinquent notices by the 20th
Forward delinquent accounts to the Collections Agency by the 15th (30 days after attorney notice)
Write off accounts that remain uncollected after 90 days
Support leaders and staff with Practice CS billing questions, invoice corrections, and posting
Manage new client reporting, provide trend analysis, and assist with new client entry forms as needed
Obtain working knowledge of accounts payable for backup support
Assist with peer review and internal inspections by preparing reports and ensuring Practice CS database accuracy
Support other accounting and finance team members as needed
Utilize Information Systems to their full capability
Qualification
Required
Two-year accounting degree or equivalent experience
Proficiency in Excel
Excellent verbal and written communication skills
Strong attention to detail with the ability to maintain confidentiality
Preferred
Two to three years of experience in accounts receivable and collections preferred
Experience with Thomson Reuters Practice CS preferred
Benefits
Health
Dental
Vision
401(k)
Professional development
Much more
Company
KerberRose
In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lucas Koenig
CTO / Shareholder
David Minch, CPA
Partner
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