Salary
💰 $70,000 - $90,000 per year
About the role
- Provide mentorship and support to a small team of accountants/bookkeepers. Offer direct, constructive feedback and encourage professional growth.
- Lead regular performance check-ins and ensure team members meet KPIs and standards.
- Foster a positive, accountable environment that supports an 85%+ staff eNPS and 90% retention of key team members.
- Directly manage a portion of clients, ensuring service quality and building trusted relationships.
- Oversee and contribute to financial account activity, including classifications, reconciliations, and month-end entries.
- Regularly discuss financial results and advise on improvements.
- Partner with specialists and associates to delegate appropriately and maintain quality standards.
- Ensure timely, accurate services for all clients in your pod, in alignment with agreements.
- Proactively manage communications and maintain long-term, high-satisfaction partnerships.
- Monitor pricing, scope, and workflow efficiency. Raise concerns and discuss scope adjustments with leadership at least quarterly.
- Maintain a client retention rate of 98% or higher for your assigned clients.
Requirements
- 8+ years of experience in bookkeeping/accounting; multi-client experience strongly preferred
- Strong working knowledge of QuickBooks Online and other cloud-based tools
- Prior experience coaching or managing accounting professionals
- Deep understanding of financial reporting workflows and accounting operations
- Ability to drive accountability, performance, and process improvement
- Excellent organizational and communication skills
- A proactive, tech-forward mindset and a collaborative approach to leadership
- FIVE WEEKS of PTO on top of company-observed holidays
- Health, vision, and dental benefits
- 401K company match
- Supportive, friendly, fun culture that values work/life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bookkeepingaccountingfinancial reportingclassificationsreconciliationsmonth-end entriesperformance managementprocess improvementKPI managementclient retention
Soft skills
mentorshipconstructive feedbackprofessional growthcommunicationorganizational skillscollaborative leadershipaccountabilityrelationship buildingproactive mindsetteam management