What you do each day:
- Ensure that the Bookkeeping team is providing world-class service for our Pros
- Lead training and coaching sessions for team members
- Delegate resource allocation, team attendance, and track key metrics for the team
- Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books
- Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
- Draw upon your extensive bookkeeping and accounting expertise to answer client questions, including financial statement errors, chart of accounts cleanup, sales tax matters, unresolved A/P and/or A/R issues, merchant services, and questions regarding third-party interactions
- Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups
Qualifications:
- 3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods and processes, including:
- Consolidation and preparation of financial statements
- Month-end book close and consolidation process, including journal entries, account reconciliations and flux analysis, A/P and A/R
- Bachelor’s degree in Accounting or Finance, a similar certification or level of experience (such as QBO Proadvisor)
- 1+ years experience leading or mentoring others