Supporting Strategies

Accounting Manager

• Lead and inspire a remote team of experienced client-facing accountants to deliver outsourced transactional and full-cycle accounting services.
• Utilize client service management expertise and accounting knowledge to drive a delightful client experience.
• Provide exceptional accounting and operational service to clients and demonstrate thorough understanding of professional accounting and bookkeeping practices.
• Oversee client onboarding for assigned engagements according to defined process and implement technology toolbox to drive efficiency.
• Serve as a resource for assigned team members for guidance and resolution of client issues; monitor team performance and provide coaching and feedback.
• Build trusted advisor relationships with client executives by understanding business needs and proactively providing solutions.
• Partner with Talent Acquisition and Managing Director on hiring; orient, train, and coach newly assigned accountants.
• Balance workflow aligning client needs with accountants’ expertise and capacity; maintain profit margins and review accountants’ work for quality.
• Schedule and lead annual performance reviews and ensure adherence to protocols, timeliness, and client budgets.

• Provide exceptional accounting and operational service to clients.
• Demonstrate thorough understanding of professional accounting and bookkeeping practices.
• Keep abreast of the latest developments in technologies to deliver outstanding quality service.
• Oversee client onboarding process for all assigned client engagements in accordance with defined process.
• Implement the technology toolbox (e.g., QuickBooks, Bill.com, HubDoc) on client engagements to drive efficiency and client value.
• Serve as a resource to assigned team members for guidance on client tasks and resolution of client issues.
• Monitor team member performance, review quality of work, adherence to protocols, timeliness and client budgets; provide coaching and feedback.
• Build trusted advisor relationships with client executives to proactively identify issues and provide solutions.
• Partner with Talent Acquisition and Managing Director to manage hiring, interviewing, reference checks, and selection of remote accountants.
• Orient, train, and provide ongoing coaching to newly assigned accountants to deliver superior outsourced accounting services.
• Balance workflow by aligning client needs with accountants’ expertise and capacity and confer on capacity issues to ensure success.
• Review accountants’ work to ensure highest quality of service and maintain profit margin for assigned clients and team.
• Schedule and lead annual performance reviews in accordance with defined process.

Accounting Manager

Manager, Accounting Services