Team Lead, Bookkeeping

Summary

Join Housecall Pro as a Team Lead, Bookkeeping, where you'll blend team management with individual contributions. Leverage your U.S. bookkeeping expertise to mentor others and excel in managing bookkeeping tasks, including month-end processes and portfolio management. You'll provide exceptional customer service, guiding clients through onboarding and resolving accounting issues. This role requires strong communication, analytical skills, and a dedication to improving efficiency. You'll be a consultant for small business accounting in the home services sector, contributing to a client-focused team within a broader fintech suite. Success in this role hinges on ensuring world-class service and fostering exceptional customer experiences.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• Finding joy in accuracy and efficiency
• Strong expertise in troubleshooting any bookkeeping and tax-related questions
• Track record of managing multiple projects with a strong attention to detail
• Strong written and verbal communication skills
• Excellent people skills: must be personable, patient, and good-humored
• Self-starter mentality and independent thinker; intelligent and effective problem-solver
• Interest or experience in home service business trades is a plus

Benefits

• The expected salary range for this role is $17,388 - $21,735 USD annually
• #LI-Remote