Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies.
Oversee the review of weekly and monthly financials for your team.
Build and maintain client relationships.
Communicate with clients via Zoom and email regarding their financials and business strategy.
Prepare and review monthly financial reports, dashboards, and forecasts.
Implement process improvement strategies for both clients and internal operations.
Uphold company guidelines and ensure team compliance with policies and deadlines.
Provide training and support to team members, ensuring they meet their full potential.

Proven leadership experience in an accounting environment, with the ability to oversee a team and ensure strict adherence to timelines and standards.
Technical expertise in QuickBooks Online is required, as well as proficiency in Word, Excel, and other relevant software.
Demonstrated success in multi-client environments, with strong problem-solving skills.
Strong organizational skills, with the ability to manage multiple tasks and projects while maintaining quality and accuracy.

A career progression path that supports your growth in both responsibility and income.
A culture of continuous learning, where your ideas will be heard and supported.
A collaborative team environment that prioritizes excellence in service.
Autonomy and ownership of your work without micromanagement, but with clear expectations.

Accounting Manager, Bookkeeping Team Manager

Key skills